Senior Wealth Operations Officer
Senior Wealth Operations Officer
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Job Description
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$52700 - $74400 CADTD 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:
Job Description:
The Analyst will provide a range of analytical/process support reporting analytics and assist in the generation of various tax slips and filings with Canada Revenue Agency (CRA) and Revenue Quebec (RQ). The Analyst will also work to investigate improve and redesign existing processes and pain points within the Registered Plans and Mutual Funds Tax production high energy and desire to invoke change will enable you to find creative solutions that not only optimize the efficiency of existing processes but also improve employee engagement and satisfaction.
You are a leader with a keen sense of finding the root cause of problems by sifting through data as well as strong interpersonal skills to lead change within diverse teams and skillsets. You are driven to succeed in a dynamic and changing Wealth Management environment to drive competitive advantage within the Operations functions at TD Wealth.
Tax Production:
- Support and assist in the generation of ad hoc queries monthly reporting for various reconciliations and work with Operations Wealth Partners Technology and Vendors to scope test and review Tax UAT and production cycles and leverage available technologies.
- Generate various Tax slips and filings with CRA/RQ as required and provide Partners with necessary calculations related tax financial information
- Support and assist in the production of various registered plans and Mutual Funds tax products gathering of RRSP withdrawals RIF payments or mutual fund income payment data and tax allocation information from Fund Accountants for various Tax reporting.
Process Optimization:
- Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies
- Analyze current state processes and perform root cause analysis for any breaks and gaps in process including but not limited to:finding Data integrity or quality issue and independently drive change and solutions for all identified root causes.
- Take a risk-based approach in applying innovative solutions to unique problems in differing lines of business and tax products
- Liaise and drive change between multiple stakeholders (Technology Business Architecture Operations Wealth Business lines etc.)
- Recommend and summarize improvements to Management and senior leadership
Job Requirements:
- Understanding of Canadian Federal and Provincial Tax Act as it pertains to registered and non-registered tax products such as T550 T3GR RC249 RRSP Contribution Receipts 60J 60L TFSA T4RSP/REL2 T4RIF/REL2 T4A/REL1 for RESP and RDSP T3/REL16 T5/REL3 & T5008/REL18 for TD Mutual Funds/Structured Notes
- Knowledge of Canadian tax reporting requirements ondeath of an TFSA/RRSP/RRIF annuitant non-qualified investments held in a registered accountand unclaimed property and uncashed cheque
- Experience in using TaxPrep software to prepare of tax forms and/or T3 tax returns
- Withholding tax remittances and reconciliations with CRA/RQ
- Data literacy process optimization data technology tools.
- Intermediate-Advanced Level Excel: write functions/formulas manage data able to find easier way to complete work creativity and willing to learn
- Drive change and solutions for root causes that they identify
- Drive continuous improvements and perform root cause analysis (find data integrity issues fix data identify outdated processes and technology used and provide recommendations)
- 1-3 years work experiencein analytical roles (data analysis Operations Analyst data validation reporting and analytics techniques)
- A general understanding of Banking Operations and interest in financial services
- Education: taxation accounting finance computer science business mathematics stats or related field with 1-3 years experience as tax analyst/associate business analyst or related
Nice to have
- Experience in using ISM RPM SEI Unitrax (GIF II) SMS and Funds360 systems would be 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 deliver legendary customer experiences to 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 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 youve 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 were 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:
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. 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 were committed to helping you identify opportunities that support your goals.
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):
Sans ObjetRequired Experience:
Senior IC
Employment Type
Full-Time
