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TD

Wealth Operations Analyst I

TD

. Produce, review, and sign off on daily, weekly, monthly, quarterly, annual, and ad hoc reporting for TDAM and TD Epoch funds and accounts .

Posted 9/28/2026full-timeToronto • CanadaJuniorMid-Level💰 CA$57,100 - CA$84,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Investment Operations and Fund Accounting, with strong analytical skills and advanced proficiency in Excel, Python, and VBA for data analysis and reporting automation. Capable of managing multiple priorities while ensuring operational accuracy and effective communication with stakeholders.

Highest-signal resume keywords
Investment Operations ExperienceFund Accounting KnowledgeAdvanced Excel SkillsPython and VBA ProficiencyCFA Designation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Fund AccountingPortfolio OperationsSecurities ProcessingData AnalysisProcess ImprovementReporting AutomationCash ForecastingOperational SupportRisk ManagementDiscrepancy Resolution
Soft Skills
Analytical SkillsProblem-SolvingAttention to DetailOrganizational SkillsCommunication Skills
Tools & Technologies
ExcelPythonVBAPower QuerySQL
Certifications & Qualifications
CFA Designation
Industry Keywords
Investment OperationsAsset ManagementWealth OperationsFinancial ServicesETFsIncome DistributionsCapital DistributionsClass ActionsOperational ProceduresAudit Participation

Tech Stack

Tools & technologies
PythonSQLVBA

About the role

Key responsibilities & impact
  • Produce, review, and sign off on daily, weekly, monthly, quarterly, annual, and ad hoc reporting for TDAM and TD Epoch funds and accounts
  • Support portfolio administration, including investigations, cash forecasting, fund flow oversight, and resolution of operational issues and discrepancies
  • Assist with administration of ETFs, income and capital distributions, DRIPs, class actions, and other fund-related operational processes
  • Provide reporting, operational support, and timely communication to Portfolio Managers, Traders, and other business partners
  • Participate in audits, risk management activities, process improvement initiatives, and maintenance of operational procedures and controls
  • Manage shared team inboxes and prioritize workflow to meet service levels and deadlines
  • Collaborate across Investment Operations teams
  • Provide cross-functional support, knowledge sharing, and operational backup when required
  • Work closely with Portfolio Managers, Traders, Relationship Managers, and external service providers to ensure operational accuracy, timely reporting, effective risk management, and high service levels

Requirements

What you’ll need
  • Post-secondary education in Finance, Accounting, Business, Economics, Mathematics, or a related discipline
  • Minimum 2–3 years of experience in Investment Operations, Asset Management Operations, Wealth Operations, Fund Accounting, or a related financial services environment
  • Strong understanding of investment products, portfolio operations, fund accounting, or securities processing
  • Advanced Excel skills with the ability to analyze, reconcile, and manipulate large datasets
  • Experience using Python and VBA to automate reporting, improve processes, or support data analysis is strongly preferred
  • Knowledge of Power Query, SQL, or other reporting and automation tools is considered an asset
  • CFA designation completed or in progress is considered an asset
  • Strong analytical and problem-solving skills with exceptional attention to detail
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Excellent verbal and written communication skills
  • Highly organized with a strong focus on accuracy and quality
  • Self-motivated team player with a continuous improvement mindset
  • Adaptable and able to thrive in a changing business environment
  • Monday to Friday availability, including Canadian holiday coverage as required

Benefits

Comp & perks
  • Base salary
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development
  • Reward and recognition programs
  • Regular development conversations
  • Training programs
  • Online learning platform
  • Mentoring programs
  • Training and onboarding sessions
  • Optional remote work on Fridays
  • Interview accommodations, including accessible meeting rooms and captioning for virtual interviews