**Work Location:** Toronto, Ontario, Canada **Hours:** 37.5 **Line of Business:** TD Wealth **Pay Details:** $59,500 - $73,000 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 preferred candidate for this role**** TD Asset Management (TDAM) is a member of TD Bank Financial Group and is one of Canada’s largest investment management firms. As of September 30, 2024, TDAM and its affiliates manage $452 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds, across both active fundamental and quantitative-based solutions. On the retail investment side, TDAM manages assets on behalf of more than 3 million investors and offers one of the most broadly diversified fund families in Canada. A cornerstone of TDAM’s success has been the ability to partner with its clients to develop customized solutions that meet their evolving needs and objectives. The Client Support team is responsible for Implementation & Reporting on behalf of TDAM Institutional clients. The mission of the Client Support team is to contribute to a legendary client experience through improved operational efficiency and reduced risk by developing, delivering and implementing a full range of activities across TDAM’s institutional business. These activities include client onboarding, invoicing, implementation and reporting as well as executing and assisting with control activities. **Job Description:** The Wealth Operations Analyst is a client reporting and implementation subject matter expert, responsible for maintaining high client service standards by ensuring that all tasks and reporting are accurate and delivered in a timely and efficient manner. The incumbent will work closely with TDAM Operations, TDAM Risk, TDAM Portfolio Management, Vendors and TDAM Relationship Management teams to meet objectives and ensure success. Reporting to the Manager, Client Support, the successful candidate will be responsible for: + Daily, Weekly, Monthly, Quarterly and Annual report and billing preparation; delivery and tracking of client statements and reports + Optimizing use of Client Reporting Systems and various applications to deliver seamless client experience + Coordinating and processing new account openings within corresponding systems, as well as maintaining current client information on the Client Relationship Management system + Recording and filing client documentation to meet client service and compliance requirements + Creating and maintaining procedures for new and existing processes + Assisting with the creation and delivery of high-level internal and external communication materials + Conducting data analysis, engaging in problem resolution, and recommending solutions that will contribute to operational efficiency **Job Requirements:** + Very strong Analytical, Time Management and Organizational skills + Experience in client and institutional reporting or fund/wealth management business + 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 + Very high attention to detail + Ability to understand business logic and workflow in an investment management environment + Broad understanding of investment portfolio data, including performance, attribution, etc. + Ability to prioritize, manage and complete multiple tasks in a complex environment with tight deadlines + Must be able to work independently with minimal supervision, yet contribute to and assist the broader team + Excellent communication skills, both oral and written + Strong commitment to change and ongoing development; open to being flexible; adapt well to change + Hold a post-secondary degree/diploma and/or related experience + CSC and/or enrollment in CFA or CIM programs would be an asset **Please note employees will be going to the office 4 days starting March 2025** **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 (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td) **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 Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.