AddressHours37.5Workplace ModelHybridPay Details
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Department OverviewTD Wealth Management Operations is the operation engine for TD Wealth Management.
Wealth Management Operations supports all TD Waterhouse distribution channels, TD
Mutual Funds, TD Asset Management, TD Private Trust and TD Securities.
The Wealth Tax and Government reporting department is responsible for allocating,
preparing and issuing tax slips according to the tax eligibility of the instrument and the
government requirements. The Tax department is also responsible for ensuring that all
CRA and IRS guidelines are adhered to. When not in tax season, the department is
responsible for the project development and management for the upcoming tax season
- The Team Manager is responsible for the oversight of 7 team members (with added agency staff for tax season) who specialize in Canadian tax reporting, including daily reconciliation of applicable tax accounts.
- Perform monthly, quarterly and annual health check reports to assist in the accuracy of annual reporting? extensive tax knowledge is essential to validate calculation samplings.
- Perform annual user acceptance testing (UAT) prior to production
- Liaison with the business' to coordinate business specific tax requirements for customers
- Liaison with respective vendors throughout the year to test and produce tax documents
- Accountable to ensure all regulatory filings are completed and mailed prior to the prescribed mail dates.
- Identify process improvements or regulatory changes and prepare a project request document if required and work with the project manager to ensure project objectives, timelines and budget are being met.
- Ensure any inquiry is managed within the prescribed timelines and follow the escalation protocol if required.
- Coaching and development, coordination of comprehensive cross training activities, oversight of the Service Level Agreements (SLA's), compliance and ensuring high levels of service delivery are provided to partners and clients, including ciCEI results by ensuring all Ticketing, PISO inquiries and telephone calls are being responded to within prescribed timelines.
- Continuous review of policies and procedures to ensure risks are identified and mitigated with appropriate, documented controls that ensure compliance with regulatory and audit requirements.
- Promote and support a work environment that encourages productivity, innovation, teamwork, and a high level of professionalism in a time sensitive and deadline based environment.
- Where requested, provide input on complex Corporate Action payments, Income and Mutual Fund transactions to ensure accurate tax reporting.
- Represent TD Wealth at Canadian industry tax meetings
- Experience in Canadian investor taxation is an asset
- People management experience is an asset
- Strong time management and organizational skills to manage multiple deadlines and priorities within a highly demanding environment
- Strong analytical skills with attention to detail
- Ability to interpret and apply tax regulations to reporting and remitting
- The ability to delegate and follow up for timely responses/resolutions
- Escalate issues upon discovery detailing the issue along with recommendations
- An established track record of providing exceptional customer service
- Flexibility to adapt to changing requirements during tax season
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes … because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.
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. 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 a customer obsessed organization, and we are 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.
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
Accommodation
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We look forward to hearing from you!
