Work Location:Toronto, Ontario, Canada
Hours:37.5
Line of Business:TD Wealth
Pay Details:$69,700 - $98,400 CAD
Job Description:Department OverviewTD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth, acting as a centre of excellence for core processes that underpin key moments in our clients' relationship with the Wealth business, including onboarding, transfer services, trade and cash management processing, and delivering client statements and communications. Wealth Operations supports all TD Wealth distribution channels, TD Mutual Funds, TD Asset Management, and TD Securities.
TD Wealth Operation's goal is to be recognized as an industry leader in Operational Excellence by delivering best in class client, colleague, and partner experiences.
Role SummaryReporting to the Manager, Business Innovation & Transformation (BI&T) within Wealth Operational Excellence and Project Chassis, this role supports tasks related to automation, ideation of new tools and technologies, building Proof of Concepts, managing End-User-Computing objects (EUCs) and Robotics Process Automation (RPA), and leading projects for Wealth Operations. The ideal candidate will be proactive, skilled in problem-solving, and possess strong communication abilities. Responsibilities include developing/ maintaining existing automation assets built in VBA/Python/PowerBI, support data-driven solutions, documenting processes, ensuring data governance, and risk management practices. This role offers opportunities to make a significant impact on Wealth Operations while enhancing existing skills and acquiring new ones.
Project/Delivery Management & Collaboration:- Ensure timely and within scope delivery of outcomes.
- Effectively communicate project status and promptly escalate issues to meet timelines and objectives.
- Lead, motivate, and cultivate relationships with Wealth Operations pillars to foster collaborative success.
- Develop documentation for requirements, process changes, solutions, and best practices to maintain consistency across the team.
Key Primary ResponsibilitiesTechnical Expertise & Analysis:- Excel VBA: Develop and optimize processes using Excel VBA for enhanced operational efficiency. Troubleshoot existing complex VBA code used for automation of operational processes.
- Python/Databricks/PySpark: Experience writing code in these tools, with the ability to troubleshoot solutions. Migration of legacy code to these tools is valuable.
- Low Code / No Code Expertise: Proficiency in platforms like Power Pivot, Power Query, Power BI, Tableau, and Power Platform for automating and simplifying processes.
- Reporting and Analytics: Experience in reporting and advanced data analysis techniques to derive insights and create meaningful visualizations.
- Automation Tools: Familiarity with automation frameworks to reduce manual effort and mitigate risks.
Process Reengineering & Improvement:- Analyze problems and create innovative solutions to enhance operational efficiency.
- Conduct technical analysis on EUCs/RPAs, offering insights and recommendations for improvement.
Critical Thinking and Problem Solving- Critical thinking to spot inefficiency or risk.
- Proactive problem-solving to enhance operations.
Other ResponsibilitiesData Governance & Risk Management:- Enforce data governance and risk management best practices as directed by the EUC Governance Lead.
- Coordinate with Wealth Operations teams to share knowledge on data access, controls, management, and automation tools.
Communication and Stakeholder Management- Strong verbal and written communication skills to effectively present complex data-driven insights to non-technical stakeholders.
Innovation Mindset- Curiosity to explore new technologies, methodologies, and approaches to transform business operations.
Qualifications:- A Bachelor's degree in Computer Science or a related field is preferred.
- 4-6 years of experience in a similar role within Wealth Operations or a related area.
- Knowledge of VBA, Excel, Python/PySpark, Databricks, MS Access, JIRA, Confluence; experience with Alteryx, PowerBI and Tableau is advantageous.
- Proven ability to document processes, map workflows, and translate business needs into technical solutions.
- Excellent communication and collaboration skills.
- Proactive and analytical thinker with a continuous improvement mindset.
- Experience in Reporting, Data and Risk Governance or related roles in Business, Governance, Risk and Controls is beneficial.
Our Total Rewards PackageOur 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 & OnboardingWe 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
