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TD is a major North American bank serving individuals, businesses, and institutional clients through personal and business banking, insurance, wealth management, and securities services. Its broad operating model supports career opportunities across banking and finance, with roles spanning different regions and areas of expertise. TD also emphasizes sustainability, diversity, equity, inclusion, and community impact, shaping a workplace culture centered on care, respect, and employee growth.
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Wealth Operations Analyst I – Toronto Hybrid | TD Asset Management

Support fund administration, reporting, and risk controls as a Wealth Operations Analyst at TD Asset Management in Toronto. Work with portfolio managers, traders, and service providers across investment operations.

CACanada
$57,100 – $84,000 / year
HybridFull-timeJuniorMiddleEnglish RequiredOperations
PythonSQLVBA

Description

  • Prepare, review, and approve daily through annual reporting, along with ad hoc reports, for TDAM and TD Epoch funds and accounts.
  • Support portfolio administration through investigations, cash forecasting, fund flow monitoring, and resolution of operational issues and discrepancies.
  • Assist with ETF administration, income and capital distributions, DRIPs, class actions, and other fund operations.
  • Deliver reporting, operational assistance, and timely updates to portfolio managers, traders, and other business partners.
  • Contribute to audits, risk management, process improvement, and the upkeep of operational procedures and controls.
  • Manage shared team inboxes and organize workloads to meet service levels and deadlines.
  • Work collaboratively with Investment Operations teams.
  • Provide cross-functional assistance, share knowledge, and act as operational backup when needed.
  • Partner with portfolio managers, traders, relationship managers, and external service providers to maintain operational accuracy, timely reporting, effective risk management, and strong service levels.

Requirements

  • Post-secondary education in finance, accounting, business, economics, mathematics, or a related field.
  • Two to three years of experience in investment operations, asset management operations, wealth operations, fund accounting, or a related financial services setting.
  • Solid knowledge of investment products, portfolio operations, fund accounting, or securities processing.
  • Advanced Excel capability, including analysis, reconciliation, and manipulation of large datasets.
  • Experience with Python and VBA for reporting automation, process improvement, or data analysis is strongly preferred.
  • Familiarity with Power Query, SQL, or other reporting and automation tools is an asset.
  • A completed or in-progress CFA designation is an asset.
  • Strong analytical and problem-solving abilities with exceptional attention to detail.
  • Ability to balance competing priorities and meet deadlines in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Highly organized, with a consistent focus on accuracy and quality.
  • Self-directed team contributor who values continuous improvement.
  • Adaptable and comfortable working in a changing business environment.
  • Availability Monday through Friday, including Canadian holiday coverage when required.

Benefits

  • Base compensation.
  • Health and wellness benefits.
  • Savings and retirement programs.
  • Paid time away from work.
  • Banking products, benefits, and discounts.
  • Career development opportunities.
  • Reward and recognition programs.
  • Regular development discussions.
  • Training programs.
  • Online learning platform.
  • Mentoring opportunities.
  • Training and onboarding sessions.
  • Optional remote work on Fridays.
  • Interview accommodations such as accessible meeting rooms and captioning for virtual interviews.

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