Job Description

TD Description
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Department Overview
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Wealth Operations team enable resources for operational needs across the Wealth business resulting in lower costs with excellent customer-service levels. The team facilitate key business strategies to handle core business processes and lead cross operations initiatives while ensuring operational effectiveness. If you want to be a brand ambassador who can help strive efficiencies for the bank, then join our team and make an impactful contribution to TD and your own success.

The Analyst will provide a range of analytical/ process support, reporting, analytics and assist in the generation of various tax slips and filings with Canada Revenue Agency (CRA) and Revenu Québec (RQ). The Analyst will also work to investigate, improve, and redesign existing processes and pain points within the Non-Registered Tax Team. Your high energy and desire to invoke change will enable you to find creative solutions that not only optimize the efficiency of existing processes but also improve employee engagement and satisfaction.
You are a leader with a keen sense of finding the root cause of problems by sifting through data as well as strong interpersonal skills to lead change within diverse teams and skillsets. You are driven to succeed in a dynamic and changing Wealth Management environment to drive competitive advantage within the Operations functions at TD Wealth.
Tax Production:

• Act as the primary resource for the T3 & Releve 16 – Trust information returns tax slip productions
• Support and assist in the generation of ad hoc queries, monthly reporting for various reconciliations, and work with Operations, Wealth Partners, Technology and Vendors to scope, test, and review Tax UAT and production cycles and leverage available technologies.
• Generate various Tax slips and filings with CRA as required and provide Partners with necessary calculations and related tax financial information
• Support and assist in the production of various non- registered tax products (i.e. T5, T5008, T3, T5013 etc.), gathering of income payment data, and tax information for Tax reporting.

Process Optimization:

• Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies
• Analyze current state processes and perform root cause analysis for any breaks and gaps in processes, including but not limited to:
  • Finding Data integrity or quality issues
  • Independently drive change and solutions for all identified root causes.
• Take a risk-based approach in applying innovative solutions to unique problems in differing lines of business and tax products
• Liaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.)
• Recommend and summarize improvements to Management and senior leadership

Job Requirements

• Data literacy, process optimization, data technology tools.
• Intermediate-Advanced Level Excel: write macros, VBA, formulas, manage data, able to find easier way to complete work, creativity and willing to learn.
• Strong data analyst skills (1-3 years’ experience in data analyst) can be new grad with some experience and very strong technical skills
• Drive change and solutions for root causes that they identify
• Data integrity issues and fix data, provide recommendations
• Drive continuous improvements and perform root cause analysis (find data integrity issues, identify outdated processes and technology used)
• 1-3 year's work experience in analytical roles (data analysis, Operations Analyst, data validation, reporting, and analytics techniques)
• A general understanding of Banking Operations and interest in financial services
• Education: computer science, business, mathematics, statistics or related field, accounting, finance. 1-3 years’ experience as business analyst or related.
• Experience with Alteryx, Tableau.
• Experience in using ISM, M-vest, Croesus and SEI systems would be an asset.
• Knowledge of the Canadian tax system.

Additional Information
#LI-POST
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Job Family
Wealth Operations
Job Category - Primary
Wealth Management
Job Category(s)
Wealth Management
Hours
37.5
Business Line
TD Wealth
Time Type
Full Time
Employment Type
Regular
Country
Canada
**Province/State (Primary)
Ontario
City (Primary)
Toronto
Work Location
77 Bloor Street West Corporate
Job Expires
25-Aug-2022