Senior Wealth Operations Officer

This is a fully remote position, open to applicants in Canada.

📋 Description

• Accurately execute complex transactions and overrides within established guidelines and service level agreements (SLAs).

• Monitor daily workflows and distribution to ensure processing aligns with service-level objectives.

• Provide operational support and serve as the initial point of escalation for partners.

• Identify, document, investigate, refer, and resolve exceptions related to processes and transactions.

• Support incoming transactions and verify information for authorized adjustments.

• Respond to partner inquiries and communicate updates regarding policy and procedural changes.

• Assist Team Managers with daily operations and management of workflow.

• Analyze service levels, productivity, and efficiency while implementing process enhancements.

• Aid in the analysis, development, testing, and deployment of operational technology and process improvements.

• Conduct research and contribute to audit evaluations.

• Perform testing and produce reports for leadership.

• Maintain an understanding of products, regulations, trends, risks, policies, standards, and procedures.

• Support risk mitigation strategies, change management, and process documentation efforts.

• Contribute to management presentations and communications.

• Engage in team development, knowledge sharing, cross-training, and coaching activities.

• Represent TD and the function as a brand ambassador.

⛳️ Requirements

• A bachelor's degree or college diploma is preferred, along with 3+ years of relevant experience.

• Possess specialized process and technical expertise.

• Advanced understanding of business unit operations and regulatory requirements.

• Knowledge of process and policy-related risks.

• Capability to manage complex transactions, exceptions, non-standard issues, and escalations.

• Ability to navigate across multiple steps, systems, and jurisdictions.

• Must be able to exercise discretion with confidential information.

• Familiarity with Anti-Money Laundering and Business Continuity Management frameworks.

• Ability to provide guidance on processes and policies, along with training and coaching support.

• Capacity to assist with change management initiatives and process improvements.

🏝️ Benefits

• Health and well-being benefits.

• Savings and retirement programs.

• Paid time off.

• Banking benefits and discounts.

• Career development opportunities.

• Reward and recognition programs.

• Regular development conversations, training programs, and performance discussions.

• Access to an online learning platform.

• Mentoring programs.

• Training and onboarding sessions.

• Interview accommodations, including accessible meeting rooms and captioning for virtual interviews.