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Assistant Branch Manager
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Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
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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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