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Added 5 mins ago
CL
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Senior Wealth Operations Officer Prefered Candidate

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: Dec 2, 2026
Experience: 3+ years relevant experience
Posting language: English
Posted: Nov 2, 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

KEY ACCOUNTABILITIES

CUSTOMER

Execute more complex transactions and overrides accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
Monitor the daily workflow and distribution for own functional area and ensure required processing is completed meeting all Service Level goals.
Provide a broad range of operational support to officers and is responsible for first point of escalations with partners, as well as operational effectiveness for own functional area
Identify, document, and investigate processes / exceptions arising from transactions / processes beyond first level operations service delivery
Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function / partner to facilitate resolution and ensure that service quality is maintained
Identify opportunities to improve service delivery
Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels
Interact with partners by responding to requests in an effective and timely manner
Use effective relationship skills when communicating with partners / colleagues and in dealing with difficult conversations
Assist Team Managers to run day to day operations and efficient workflow
Communicate policy and procedural changes

SHAREHOLDER

Prioritize and complete own workload to meet SLA requirements for service and productivity and or support team manager in prioritizing and managing team workload, demonstrating a proactive understanding of the changing landscape
Analyze service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist
Assist in analysis, development, testing and implementation of operating technology and process improvements
Conduct internal / external research and / or contribute to audit reviews
Run testing and generate reports to provide solutions to leaders within TD's risk appetite
Actively maintain understanding of internal and industry product/regulations and trends, developing and sharing knowledge of emerging issues / risks, and assess potential impacts as it relates to operating policies, standards and procedures
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality
Support development and/or implementation of standards, policies, procedures, and solutions that mitigate risk and maximize availability of service, efficiency and effectiveness
Contribute to the development/delivery of presentations / communications to management or broader audiences
Protect the interests of the organization – identify and manage risks, and ensure the prompt and thorough resolution of escalated non-standard, high-risk issues
Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
Support change management projects or programs that impact the business, functions or processes and ensure clear communication and documentation of new processes

EMPLOYEE / TEAM

Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork
Ensure the timely communication of issues / points of interest
Support the team by actively building operations knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within the team, across the function, and with partners (e.g., audit, business insights)
Provide training, coaching and/or guidance to others on the team
Participate in personal performance management and development activities, including cross training within own team and other teams in the operations function
Ensure the timely communication of issues that are relevant to the team and encourage a good working relationship with other departments
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate
Contribute to a fair, positive and equitable environment that supports an inclusive and diverse workforce
Act as a brand ambassador for the function and the bank, both internally and/or externally

BREADTH & DEPTH

Works within broad and/or non-standard parameters, involving multiple steps, systems, and jurisdictions and where there could be a lack of market standard/practice, referring to a more senior role when necessary
Requires specialized process and technical expertise and performs multiple and/or diverse tasks that are highly complex, involving multiple steps, systems, and jurisdictions
Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines
May act as a team lead
Handles 1st level escalated issues and provides work guidance as a resource to others
Accountable for resolving exceptions, non-standard issues / transactions and/or escalating to appropriate level where further clarity or interpretation of more complex policies or rules is required
Transactions are characterized by moderate to high risk/financial impact
Decision-making authority within defined parameters
Provides process / policy guidance to others – internal partners and external clients
May act as a primary coordinator on small scale initiatives or work stream packages for assigned area
Focus of work is daily, weekly, monthly and/or longer with addition of ad-hoc and initiative-based requests, as required
Requires advanced knowledge of business unit and operational functions for business area supported and regulatory issues/ requirements for jurisdictions supported
May interact with cross-functional teams and/or involving external contacts
Generally reports to a Team Manager or Group Manager

Experience & Education

Undergraduate degree/ college diploma preferred and/or
3+ years relevant experience

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

Process complex wealth operations transactions and overrides, monitor workflow and service levels, resolve exceptions, and provide operational support to internal and external partners. Improve processes, manage operational risks and escalations, support audits and change initiatives, and guide or train team members.

Requirements

An undergraduate degree or college diploma is preferred, or at least three years of relevant experience. The role requires advanced operational and process knowledge, sound judgment, and familiarity with applicable policies, risks, and regulatory requirements.

Skills

Complex Transaction Processing
Workflow Management
Operational Support
Issue Escalation
Exception Investigation
Process Improvement
Risk Management
Regulatory Compliance
Anti-Money Laundering
Business Continuity Management
Change Management
Reporting And Testing
Stakeholder Communication
Training And Coaching
Confidentiality

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

TD Wealth
Wealth Operations
Transaction Processing
Operational Support
Workflow Management
Service Level Agreements
Exception Management
Escalation Management
Process Improvement
Operational Effectiveness
Risk Management
Regulatory Compliance
Anti-Money Laundering
Business Continuity Management
Audit Reviews
Operating Technology
Testing
Reporting
Change Management
Policy And Procedures
Confidentiality
Stakeholder Communication
Training And Coaching
Continuous Improvement

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