Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$59,500 - $84,000 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:

The Analyst is responsible for managing of ~3000 accounts across various books of record, reconciliation support (quality review, monthly certification), system administration for TLM and audit support and supporting various TDAM activities (cash sweep TD/CIBC Mellon, CIBC custody account opening for fund launches, custody account administration, Fargo stay back functions, MF Trust administration support).

Provide a range of analytical/process support, research on digital technologies to automate processes and assist with special initiatives within Reconciliations and reporting.

Leader with a keen sense of finding the root cause of problems by sifting through data and metrics as well as strong interpersonal skills to lead change within diverse teams and skillsets. 

Job Description

Oversight and management of various complex reconciliations as part of the month end certification process:

Continuous monitoring of break investigation, accurate break assignment, distribution, reporting, and exceptions impacting reconciliations – ensure that root cause is understood and analyzed for escalation, communicated effectively, tracked, and resolved.Assist in driving continuous improvement of the current state reconciliations and investigation model service level agreements (SLA)
 

Analyze current state reconciliation controls process and perform root cause analysis for any breaks and gaps in process, including but not limited to:

Finding Data integrity or quality issuesMapping current state processesSourcing/creating metrics to performing meaningful analyticsFixing Source Files or data feed and consistent re-occurring errorsIdentifying outdated processes or technology and subsequently strategizing roadmap to remediation
 

Assist in driving change and solutions for all identified root causes:

Take risk-based approach in applying innovative solutions to unique problems in differing lines of businessLiaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.) to get end resolutionRecommend and summarize improvements quantifying to executives and senior leadership
 

Business Analysis:

Participate in projects supporting a broad range of data driven solutions by applying a variety of techniques to build our models.Support the team by providing analytics and insights to recommend actions that will enable optimal business decisions and/or resolves complex business problems. Identify opportunities to drive business growth & value.
 

Business Intelligence:

Provide data visualization support by employing various techniques to support the business in communicating Reconciliations breaks, implications and /or recommendations to the business.Design/develop dashboards and scorecards to support business needs; ensure alignment of metrics across the organization

Key Responsibilities

Process various transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)Refer or escalate processing or operational issues where necessary to ensure a high level of service is maintainedProvide optimal customer and partner service, including guidance and advice, while adhering to customer service standardsIdentify opportunities to improve service delivery and support process improvement initiativesSupport partners via inbound calls by answering questions performing adjustments within authority levelsMaintain working relationships with customers, partners and vendors including responding to questions and/or concerns in an effective and timely mannerAssist in driving continuous improvement of the current state reconciliations investigation model service level agreements (SLA)Analyze current state reconciliation controls process and perform root cause analysis for any breaks and gaps in processPrioritize and manage own workload to meet SLA requirements for service and productivityConsistently exercise discretion in managing correspondence, information, and all matters of confidentiality; escalate issues where appropriate until it is resolvedBe knowledgeable of practices and procedures within own area of responsibility and keep up to date with emerging trends for own functional areaProtect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk transactions/activities as necessaryConduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audienceConduct reporting and/or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs / policies / practicesMonitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities existAcquire and apply expertise in the discipline, provide guidance, assistance, and direction to othersIdentify, recommend, and effectively execute standard practices applicable to the disciplineAdhere to internal policies/procedures and applicable regulatory guidelinesKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteMay lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologiesParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork and ensure timely communication of issues / points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends / developments and grow knowledge of the business, related tools, and techniquesParticipate in personal performance management and development activities, including cross training within own and other team(s)Keep others informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activitiesContribute to the success of the team by willingly assisting others in the completion and performance of work activities to meet department deadlines; provide training, coaching and/or guidance as appropriate.Act as a brand champion for your business area/function and the bank, both internally and/or externally

Other Qualifications/Skills

Good understanding of underlying Wealth business processes and ability to interpret issues and relay to stakeholders in a concise and simple manner will be an assetGood knowledge of Wealth operational functions including strong familiarity with various applications and books of record used3 to 5 years related industry experienceStrong analytical skills to identify and resolve issues and disciplined approach to investigating root causesAbility to work in a high-pressure environment and ability to prioritize and manage the workflow of the team.Very good verbal, written communication, and presentation skills. Ability to relay messages in a simple, concise, and effective mannerHighly proficient in Excel (advanced excel preferred)Prior experience with audits will be an assetPrior experience in Tableau or other reporting tools will be an assetVery good interpersonal skills that will facilitate working with many internal/external partners to achieve successful outcomes

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