Wealth Operations Officer III at TD Canada Trust

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

28 Feb, 26

Salary

66600.0

Posted On

30 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Transaction Processing, Service Level Agreements, Process Improvement, Regulatory Compliance, Confidentiality, Team Collaboration, Communication, Problem Solving, Operational Knowledge, Judgment, Discretion, Performance Management, Training, Mentorship, Relationship Management

Industry

Banking

Description

Work Location: Markham, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: 47 200 $ / $47,200 - 66 600 $ / $66,600 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 transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs) 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 and support process improvement initiatives Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels Develop and maintain working relationships with customers, partners and vendors including responding to questions and / or concerns in an effective and timely manner SHAREHOLDER Complete assigned workload to meet SLA requirements for service and productivity Understand internal and industry regulations, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies / procedures Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate Support the timely and accurate completion of business processes including completing and recording transactions for either the organization or clients Actively review internal processes / activities and provide ideas for process improvement Investigate and escalate non-standard or high-risk activities as appropriate Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management) Be knowledgeable of and comply with Bank Code of Conduct 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 and business unit Participate in personal performance management and development activities, including cross training within own team 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 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 moderately defined guidelines and/or is responsible for activities involving multiple steps, systems, and jurisdictions Transactions and activities require working knowledge across a function specific product shelf, processes or systems and where transactions could be characterized by moderate to high volatility Uses judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines Transactions are characterized by moderate risk/financial impact Low to moderate decision-making authority within defined parameters Identifies and resolves issues within authority on processes or transactions or escalates internally as required Generally interacts with internal partners and/or external clients for functions performed May provide process / policy guidance to others (e.g. within team, internal partners) Focus of work spans from daily, weekly to monthly activities Requires solid knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported Generally reports to a Team Manager EXPERIENCE & EDUCATION Undergraduate degree/ college diploma preferred and/or 1+ 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 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. 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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. 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 US Labor & Employment Posters | California Privacy | Accessibility | FAQ Our Values At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific

Responsibilities

The Wealth Operations Officer III is responsible for executing transactions accurately and on time while adhering to established guidelines. They will also identify opportunities for process improvement and maintain working relationships with customers and partners.