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Added 10 mins ago
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Change Management Manager
Kelly
Toronto, ON
- Contract
Our client is seeking an experienced Change Management Lead to drive a large-scale enterprise Learning Management System (LMS) transformation across a global organization. This strategic…
Added 10 mins ago
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Senior HSE Coordinator - Services
Graham
Cold Lake, AB
- Full-time
Graham is actively recruiting for a Senior HSE Coordinator supporting the Services Division. Reporting to Senior Regional HSE Manager, the Senior HSE Coordinator plays a key role in…
Added 10 mins ago
OM
Senior Manager, Growth
Omnicom Media
Toronto, ON
- Full-time
Omnicom Media Canada is looking for a Senior Manager, Growth to help bring our most important growth initiatives to life through exceptional project management, coordination and execution.
Added 10 mins ago
DG
Senior Manager, SR&ED Finance
Doane Grant Thornton LLP
Mississauga, ON
- Full-time
As a Senior Manager, SR&ED Tax your responsibilities will include:
Added 10 mins ago
PL
Business Development Manager
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Brampton, ON
- Full-time
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Added 10 mins ago
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Nurse Team Lead - Concurrent Youth Unit
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Toronto, ON
- Full-time
Reporting to the Senior Manager of CYFS and working collaboratively with the Child Youth & Emerging Adult Program (CYEAP) practice leadership group, the full-time, temporary (until May 7,…
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Associate Vice President, TD Investment Services (TDIS) Compliance
TD
Toronto, ON
- Full-time
Review material new products, services, processes and dealer initiatives and provide practical regulatory guidance through committees and working groups.
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Manager, Customer Experience
TD
Toronto, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 25 mins ago
AS
Senior Product Designer - Digital Banking & Financial Services (Canada only)
Aequilibrium Software Inc.
Remote, Canada
- $70 to $100 CAD / hour
- Contract
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Senior Product Designer - Digital Banking & Financial Services
Added 25 mins ago
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Mortgage Specialist
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Trois-Rivières, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 40 mins ago
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Senior Account Manager
GreenShield
Toronto, ON
- $72,521 to $109,341 CAD / year
- Full-time
…benefits, and pay claims as a ‘payer’ while offering health care services such as mental health, pharmacy, telemedicine, and chronic disease management as a ‘provider’. As a non-profit…
Added 40 mins ago
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Assistant General Manager
Mandrake
Peterborough, ON
- Full-time
Rare and exciting opportunity to leverage your skills as Second in command within our client’s company, leading to promotion to President role when needed. The Assistant General Manager is…
Added 40 mins ago
AF
Senior Manager, Cloud & AI Security
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Calgary, AB
- Full-time
As ATB’s next Senior Manager, Cloud & AI Security, you’ll lead a team responsible for securing ATB’s cloud platforms and enabling the safe adoption of AI. You’ll set the security roadmap,…
Added 40 mins ago
Store Director
Sephora
Halifax, NS
As the next Store Director at Sephora, you will oversee and manage the overall client service experience, people development, sales, productivity, merchandising, operations, and human…
Added 1 hour ago
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Associate Vice President, TD Investment Services (TDIS) Compliance
TD
Toronto, ON
- Full-time
Review material new products, services, processes and dealer initiatives and provide practical regulatory guidance through committees and working groups.
Added 1 hour ago
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- Full-time
…infrastructure, increased access to energy, resources, and vital services, and made the world a safer, cleaner…
Added 1 hour ago
SENIOR ACCOUNT MANAGER
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Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
health care services such as mental health, pharmacy, telemedicine, and chronic
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Senior Personal Banker - Investing Future Opportunities for Brampton and Mississauga
TD
Mississauga, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
T
AVP, Programs & Deployment
TD
Toronto, ON
- Full-time
…Specialized Businesses portfolio including Private Trust, Tax Services, Wealth Planning Support (WPS), Wealth Planning Office (WPO), Wealth Insurance Services (WISI), and Philanthropic…
Added 1 hour ago
T
Senior Wealth Operations Officer
TD
Toronto, ON
- Full-time
…timely, accurate solutions that create a positive partner and client…
Added 1 hour ago
BT
Senior Audit and Assurance Accountant
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Added 1 hour ago
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General Manager
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As one of Canada’s leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.
Added 1 hour ago
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Mortgage Specialist
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Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 1 hour ago
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Senior Structural Engineer
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Added 1 hour ago
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RQ00811 – Software Developer – Full Stack – Senior
S M Software Solutions Inc
Toronto, ON
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Senior Wealth Operations Officer

Toronto, ON, Canada

$52,700 - $74,400 CAD · Full-time

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Job details

Pay: $52,700 - $74,400 CAD
Job type: Full-time
Apply by: Nov 2, 2026
Experience: 3+ years of relevant operations or financial-services experience.
Posting language: English
Posted: Oct 26, 2026

Original job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 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:

In this role, you’ll have the opportunity to build and apply your expertise across both Tax Reporting and Custodial Operations. You’ll work with partners to research and resolve a diverse range of inquiries, collaborate with operational teams and subject-matter experts, and help deliver timely, accurate solutions that create a positive partner and client experience.

Job Description

Research, investigate, and take ownership through resolution of Tax and Custodial Operations inquiries, received through phone and written channels, ensuring accurate and timely resolution within established Service Level Agreements (SLAs).
Provide clear and accurate guidance to partners on requirements, procedures, transaction status, tax reporting, operational processes, and deadlines.
Coordinate with operational teams and subject-matter experts to resolve complex or non-routine inquiries, keeping partners informed when additional research or escalation is required.
Support tax reporting activities across multiple lines of business, including tax slip generation, CRA filing support, tax-related calculations, and financial information requests.
Support workload prioritization and management in response to changing business priorities, volumes, and service requirements.
Identify recurring inquiry themes, operational risks, and control concerns, and recommend opportunities to reduce repeat inquiries and enhance the partner and client experience.
Support the development, testing, and implementation of procedures, job aids, controls, systems, and process improvements that strengthen accuracy, consistency, efficiency, and service quality.

Job Requirements

Strong research, analytical, and problem-solving skills, with the ability to investigate issues and take ownership of inquiries through resolution.
Strong verbal and written communication skills, with the ability to explain detailed or technical information clearly and concisely.
Strong relationship-management and collaboration skills, with the ability to work effectively with partners, colleagues, operational teams, and subject-matter experts.
Ability to work independently, exercise sound judgment, and determine when additional expertise or escalation is required.
Strong attention to detail, organizational skills, and the ability to manage competing priorities in a high-volume, time-sensitive environment.
Ability to identify operational risks, recurring issues, and opportunities for process and service improvement.
Familiarity with operational systems and tools such as WCM, PISO, Broadridge, SMS, Funds360, RPM, and CIF is an asset.
Knowledge of back-office processes supporting registered plans, estates, custodial, mutual funds, and tax reporting is an asset.

Experience & Education

Undergraduate degree or college diploma preferred and/or equivalent relevant experience.
3+ years of relevant operations or financial-services experience.
Experience or knowledge in one or more areas of Wealth Operations, including Tax, Custodial Operations, securities operations, or related financial-services functions, is preferred.

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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

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More about this job

Responsibilities

The Senior Wealth Operations Officer will research and resolve complex tax and custodial inquiries while collaborating with operational teams to ensure timely service. They will also support tax reporting activities and contribute to process improvements to enhance client and partner experiences.

Requirements

Candidates should have at least 3 years of relevant financial services or operations experience and strong analytical and communication skills. Proficiency in operational systems and knowledge of back-office processes for registered plans and tax reporting is preferred.

Skills

Tax reporting
Custodial operations
Research
Analytical skills
Problem-solving
Communication
Relationship management
Collaboration
Attention to detail
Operational risk management
Financial services
Back-office processes
Registered plans
Estates
Mutual funds

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Operations
Tax Reporting
Custodial Operations
WCM
PISO
Broadridge
SMS
Funds360
RPM
CIF
Financial Services
Registered Plans
Estates
Mutual Funds
Operational Risk
Service Level Agreements
CRA Filing
Back-office
Data Analysis
Process Improvement

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