Wealth Operations Analyst at TD Bank
Toronto, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

05 Dec, 25

Salary

0.0

Posted On

06 Sep, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Automation Tools, Communication Skills, Data Privacy, Power Bi, Automation, Reporting, Enablement, Technical Proficiency, Excel

Industry

Banking/Mortgage

Description

JOB DESCRIPTION:

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 DESCRIPTION:

We are seeking a detailed oriented Wealth Operations Analyst to support and strengthen our End-User Computing (EUC) governance framework . This role focuses on ensuring EUCS are effectively identified, managed, and controlled in line with EUC governance requirements and controls. The ideal candidate will bring a strong understanding of operational risk, EUC lifecycle management and control frameworks.

REQUIRED SKILLS AND QUALIFICATIONS:

  • 3-5 years of relevant experience
  • Automation experiences an asset
  • Experience in EUC governance, risk management, or a related control function
  • Attention to Detail: Ability to focus on detailed aspects of EUC governance and compliance
  • Communication Skills: Strong verbal and written communication skills for effective collaboration and reporting
  • Problem-Solving: Demonstrated ability to identify issues, suggest solutions, and implement changes effectively
  • Adaptability: Willingness to learn and adapt to new technologies and methodologies
  • Technical Proficiency: Understanding of automation tools (Excel, VBA, Power Query, Power BI) and processes; Familiarity with or interest in cutting-edge technology, data privacy, and enablement

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.

Responsibilities
  • Analyze and assess current governance and compliance requirements for EUC to identify and address any gaps
  • Support the development and implementation of governance tools, processes, and reporting to drive transparency and oversight
  • Propose and implement solutions to enhance compliance and control.
  • Work with governance partners to remediate compliance issues
  • Partner with business to identify and assess EUCs, advising on appropriate controls and remediation actions
  • Ensure effective management and oversight of EUC inventory, maintaining attention to detail in all related activities
  • Assist with audits, reviews, and risk assessments (IRA/CGA) involving EUCs
  • Contribute to continuous improvement of EUC governance practices, leveraging automation where possible
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