Wealth Operations Officer II

Position: TD Wealth Operations Officer II Role
Elevate your career as a Wealth Operations Officer II with TD in Toronto, Ontario. This position emphasizes accurate transactions and process enhancement while supporting customer relationships.

In this role, you are accountable for timely execution of transactions while adhering to established guidelines. Your ability to resolve operational issues effectively enhances service quality. You’ll also engage with partners and maintain a proactive approach to process improvements, ensuring compliance with all applicable regulations.

Key Responsibilities:

• Ensure timely and accurate processing of customer transactions

• Escalate issues and support resolution with partners

• Investigate non-standard activities and suggest improvements

• Uphold confidentiality in all customer interactions

• Participate actively in team knowledge sharing

Requirements:

• 1+ years of experience in wealth operations or similar field

• Relevant undergraduate degree or diploma preferred

• Knowledge of industry regulations and policies

• Strong communication and interpersonal skills

• Ability to work collaboratively in a team

Contribute to TD’s mission of exceptional client service as a Wealth Operations Officer II in Toronto.
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