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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 candidates 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:

The Client and Advisor Mutual Funds team is part of Wealth Operations in the Wealth National Office. The team oversees the end-to-end administration of the TD Family of Funds supporting Retail Wealth and Third-Party channels through fund product launches pricing distributions transaction processing trade settlement reconciliations fund servicing and audit support.

The team partners with internal businesses and external stakeholders including TD Asset Management Wealth Management CIRO Fundserv custodians transfer agents and fund companies to ensure operational excellence regulatory compliance strong governance and a differentiated client and advisor experience.

The department maintains the integrity of critical fund operations while evolving the processes controls tools and capabilities needed to meet changing business regulatory and client expectations.

Role Mandate
The AVP Client and Advisor Mutual Funds will lead the national mutual fund operations function ensuring disciplined execution strong controls and a high quality client and advisor experience while advancing the operating model capabilities and tools required for a more scalable and insight driven platform.

This role requires a senior operations leader with the judgment to manage a complex regulated business the curiosity to challenge established practices and the enterprise mindset to build a modern mutual fund operations platform for clients advisors and business partners.

Core Accountabilities

• Lead National Mutual Fund Operations with accountability for service quality productivity controls resilience client trust advisor confidence and sustainable business outcomes.
• Oversee critical fund administration and servicing activities including product releases pricing distributions transaction processing Fundserv settlement SIP SWP DRIP and rollover processing trade corrections reconciliations and audit support.
• Translate Wealth TD Asset Management and enterprise priorities into operating plans capability roadmaps and measurable results.
• Modernize the operating model by simplifying processes improving workflow strengthening knowledge management and using automation analytics and Agentic AI where appropriate.
• Use internal and external benchmarking to identify leading practices challenge established ways of working and improve service productivity scalability risk outcomes and advisor experience.
• Lead change related to regulatory requirements enterprise initiatives product launches service evolution and modernization priorities.
• Support the conversion of the Retail book from SMS to MHA by ensuring operational readiness effective change execution risk discipline and continuity of client and advisor service.
• Maintain a strong control environment by embedding risk regulatory compliance audit and governance requirements into daily execution.
• Build an inclusive accountable and coaching based culture with strong leadership depth colleague capability and succession strength.

Client and Colleague Scope

• Supports mutual fund administration and servicing activities across Retail Wealth and Third-Party channels.
• Supports critical operational functions including account set up purchases RESP processing unlocking transfers NFUs settlement reconciliations servicing enquiries fund events and product change activity.
• Accountable for service quality productivity colleague engagement workforce effectiveness control outcomes and operational resilience.

Shared Partnerships

• Partner across Wealth Operations TD Asset Management Wealth Advice Strategy and Solutions Product Governance and Control Risk Compliance and Legal to support governance capacity capability tooling and execution.
• Build strong relationships with external peers industry bodies service providers and fund companies to bring benchmarking insights and leading practices into the function.
• Act as a trusted advisor to senior leaders across Wealth and TDAM balancing client outcomes advisor experience operational effectiveness regulatory expectations and risk discipline.

Leadership Profile

• Client focused inclusive and performance oriented with the ability to balance speed simplicity risk and sustainable outcomes.
• Known for accountability constructive challenge strategic judgment change leadership and navigating complexity.
• Demonstrates curiosity and external orientation learning from leading organizations inside and outside financial services.
• Thinks systemically across people process technology data and governance to create clarity and build enduring capability.
• Builds strong talent pipelines through coaching development succession planning and inclusive leadership.

Experience and Skills

• 15 years of progressive leadership experience within Wealth Management Asset Management Fund Administration Financial Services Operations Service Delivery Shared Services or related environments.
• Proven experience leading large scale teams through complexity ambiguity and change.
• Strong understanding of mutual fund operations fund administration transfer agency functions settlement reconciliations Fundserv processes regulatory requirements and industry infrastructure.
• Strong understanding of operational risk governance audit regulatory requirements and control environments.
• Experience developing multi year business workforce operating model or capability strategies with measurable outcomes.
• Proven ability to improve operational performance through simplification standardization continuous improvement benchmarking and data driven decision making.
• Experience designing or evolving operating models organizational structures workforce capabilities and enabling technologies.
• Strong understanding of how automation AI analytics workflow and knowledge management can improve service resilience and controls.
• Strong executive communication influence and stakeholder management skills in matrixed environments.
• Undergraduate university degree required. Post graduate degree or equivalent senior leadership experience considered an asset.

Who We Are:

TD is one of the worlds 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 95000 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.

Were 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 youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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):