Wealth Operations Analyst II

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$65,600 - $98,400 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:

Department Overview

TD 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.

Job Summary

We are seeking a skilled Analyst and Developer to design, enhance, and support End-User Computing (EUC) solutions. This role requires expertise in EUC development, troubleshooting, and governance, ensuring compliance with regulatory frameworks while driving innovation and efficiency. The ideal candidate will work collaboratively with stakeholders to enhance existing EUCs, develop new solutions using modern tools, and support operational troubleshooting.

Key Responsibilities

Technical Expertise & Analysis:

• Fundamental understanding of EUC (End User Computing) solutions, including new development, enhancement, and support troubleshooting using Excel VBA, Power BI, Alteryx, Databricks, etc.
• Problem-Solving and Troubleshooting: Proven ability to quickly identify and resolve technical issues in EUC artifacts.
• Governance and Compliance Awareness: Fundamental knowledge of the EUC Governance framework, including risk management, compliance standards, and decommissioning strategies.
• Low-Code/No-Code Proficiency: Skills in tools like Power Platform, Alteryx Designer, Power Query, Power Pivot, Power BI (Dataflows) or other similar platforms for efficient data and workflow automation.
• Data Transformation and Analytics: Experience in handling datasets, performing transformations, and delivering insights using SQL, Python, or similar tools.

Project Management & Collaboration:

• Experience of working on multiple projects, delivering outcomes on time and within scope.
• Communicate project status and provide timely escalation of issues to ensure objectives are met.
• Lead, motivate, and develop relationships with Wealth Operations pillars to drive collaborative success.
• Create detailed documentation for requirements, process changes, solutions, and best practices to ensure consistency across the team.
• Participate in governance & control activities, application, and remediation.

Process Reengineering & Improvement:

• Analyze problems and develop innovative solutions to drive operational efficiency and effectiveness.

• Conduct technical subject matter analysis on EUCs, providing valuable insights and solution recommendations for improvement/reengineering.

Critical Thinking and Problem Solving

• Ability to think critically and evaluate processes to identify areas of inefficiency or risk.
• Excellent problem-solving skills with a proactive approach to improving business operations.

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:

• Bachelor's degree in computer science, Statistics, Business Administration, or a related field.
• 3+ years of experience in a similar role within Wealth Operations or a related area.
• Proficiency in Excel, Python, SQL, VBA; experience with Alteryx, Power BI/Power App and Databricks is highly desirable.
• Advanced understanding of EUC solutions, including development, enhancement, and support processes.
• Proven ability to quickly identify and resolve technical issues in EUC artifacts.
• Experience in handling datasets, performing transformations, and delivering insights using SQL, Python, or similar tools.
• Capability to handle intake requests, conduct assessments, and prioritize tasks effectively.
• Proficiency in maintaining detailed documentation and version control systems (e.g., Bitbucket).
• Excellent analytical skills with the ability to dissect complex problems and propose innovative solutions.
• Strong written and verbal communication to articulate technical concepts to non-technical stakeholders and collaborate across teams.
• Demonstrated ability to take responsibility for tasks and consistently deliver high-quality results.
• Effectiveness in managing multiple priorities and meeting deadlines sometimes under short period of time.
• Ability for prototyping data solutions, that help stakeholder to find the ideal final product.
• Ability to quickly learn and adapt to new tools, processes, or organizational priorities.

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

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