Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

$76,800 - $115,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

TD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth, acting as a centre of excellence for core processes that underpin key moments in our clients' relationship with the Wealth business, including onboarding, transfer services, trade and cash management processing, and delivering client statements and communications. Wealth Operations supports all TD Wealth distribution channels, TD Mutual Funds, TD Asset Management, and TD Securities.

TD Wealth Operation's goal is to be recognized as an industry leader in Operational Excellence by delivering best in class client, colleague, and partner experiences.

Job Summary

We are seeking a highly analytical and solution-oriented Senior Wealth Operations Analyst with a reengineering mindset. The ideal candidate will excel in analyzing complex problems, developing, and presenting automation and data-driven solutions, and documenting processes and solutions. If you are critical about improving processes, adept at using advanced technical tools, and have a knack for creating clear and effective process documents, we want to hear from you.

Key Responsibilities

Project Management & Collaboration:

• Experience of working on multiple projects, delivering outcomes on time and within scope.

• Communicate project status and provide timely escalation of issues to ensure objectives are met.

• Lead, motivate, and develop relationships with Wealth Operations pillars to drive collaborative success.

• Lead/support work streams and projects as a subject matter expert, ensuring that initiatives align with organizational goals.

• Create detailed documentation for requirements, process changes, solutions, and best practices to ensure consistency across the team.

• Participate in governance & control activities, application and remediation.

Technical Expertise & Analysis:

• Low Code / No Code Expertise: Proficiency in platforms like Power Pivot, Power Query, Power BI, Tableau, Alteryx, and Power Platform for automating and simplifying processes. Python very good to have.

• Excel VBA: Ability to develop and optimize processes using Excel VBA for enhanced operational efficiency. Ability to trouble-shoot existing VBA code.

• Data Analytics: Experience with advanced data analysis techniques to derive insights from business data and create meaningful visualizations.

• Automation Tools: Familiarity with automation frameworks to reduce manual effort and mitigate risks.

Process Reengineering & Improvement:

• Analyze complex problems and develop innovative solutions to drive operational efficiency and effectiveness.

• Conduct technical subject matter analysis on EUCs, providing valuable insights and solution recommendations for improvement/reengineering.

Critical Thinking and Problem Solving

• Ability to think critically and evaluate processes to identify areas of inefficiency or risk.

• Excellent problem-solving skills with a proactive approach to improving business operations.

Communication and Stakeholder Management

• Strong verbal and written communication skills to effectively present complex data-driven insights to non-technical stakeholders.

Innovation Mindset

• Curiosity to explore new technologies, methodologies, and approaches to transform business operations.

Qualifications:

• Bachelor's degree in finance, Business Administration, or a related field.

• 5+ years of experience in a similar role within Wealth Operations or a related area.

• Proficiency in Excel, VBA; experience with Alteryx, Power BI/Power App and Tableau is highly desirable.

• Demonstrated experience in process reengineering and improvement initiatives.

• Excellent analytical skills with the ability to dissect complex problems and propose innovative solutions.

• Strong communication skills, with the ability to present complex information clearly and persuasively to various stakeholders.

• Experience in process documentation and creating detailed process maps.

• A proactive, critical mindset with a passion for continuous improvement.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet