Wealth Operations Analyst I - TD Asset Management

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$59,500 - $84,000 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:

**There is a pre-identified candidate for this role***

The main responsibility of Operations is to provide a high level of service and professionalism to their internal clients, and if applicable, external clients. Ability to work within strict deadlines, strong problem solving skills, initiative, attention to detail and the ability to make a strong contribution to the team are keys to success. Experience in an investment environment and understanding of basic accounting principles is preferred.

Specific to internal clients, the goal of the Trade Support Team is to provide required support and remove as much routine and/or special project work as possible from the Traders and Portfolio Managers providing them with additional time to manage core trading, analytics and portfolio management competencies. As required, the Portfolio Administrators call upon the assistance of each other and other members of the Operations team to satisfy their responsibilities

Accountabilities - Position Specific

• Daily Trade settlements: Fixed Income, Equities, Repos,
• Investigate/resolve items noted on Daily Failed Trades reports (from Custody)
• Trade transmission review/tracking of issues
• Coordinate migration activities with stakeholders (in-specie transfers, in-kind donation)
• Ensure matching and confirmation of FI and Equity transactions with brokers via CMS
• Liaise between Trading, Broker/Dealer, Custody, Fund Accounting to facilitate investigation and resolution of settlement issues
• Maintenance of Standard Settlement Instructions (SSIs) in Omgeo's ALERT platform
• Risk mitigation and Error reporting
• New account and market opening - liaison with custody including global sub-custodians and tax agents, as applicable
• Daily, weekly, monthly, quarterly, yearly, ad hoc and customized reports
• Investigation of reconciliation items/issues
• Monitoring Settlements Inbox
• Maintenance of EUCs
• Process review and updates
• Participate in projects
• Provide support and back up as required across the Operations team

Accountabilities - TDAM Operations Team

• Work efficiently in a multi-tasked environment and ensure deadlines are met
• Be an effective team player and flexible in adjusting to changing work priorities
• Participate fully as a member of the team; contribute to a positive work environment, TD Pulse results /action plan
• Keep others in the immediate team informed and up-to-date about the status/progress of projects, and all relevant or useful information related to day-to-day activities
• Support the team by continuously developing knowledge in own area
• Represent team and provide status updates to outside groups
• Coverage: Vacation, Health, Canadian holidays

COMPETENCIES & QUALIFICATIONS

• Knowledge of products and processes used in the institutional investment industry
• Strong analytical, logical and organizational skills
• Ability to work in a fast-paced environment with deadline driven tasks
• Ability to remain focused and resolve issues under pressure and in stressful situations
• Strong attention to detail
• Advanced computer skills - Excel is a must
• Ability to work independently but possess the ability to work effectively within a group with a team focus
• Strong communication skills, both verbal and written
• Ability to multi-task to meet deadlines and assist colleagues with same
• Enrolment in CFA program would be an asset
• Commitment to change and ongoing development
• Proactive, Self - Motivated, Team Player

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