Analyste II, Opérations, Gestion de patrimoine
Description Du Poste Additional Job Description
Lieu De Travail Toronto, Ontario, Canada
Horaire 37.5
Secteur D’activité Gestion de patrimoine TD
Détails De La Rémunération $69,700 - $98,400 CAD La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions.
Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
Description Du Poste Additional Job Description
Department Overview TD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth, acting as a centre of excellence for core processes that underpin key moments in our clients' relationship with the Wealth business, including onboarding, transfer services, trade and cash management processing, and delivering client statements and communications. Wealth Operations supports all TD Wealth distribution channels, TD Mutual Funds, TD Asset Management, and TD Securities.
TD Wealth Operation's goal is to be recognized as an industry leader in Operational Excellence by delivering best in class client, colleague, and partner experiences.
Role Summary Reporting to the Manager, Business Innovation & Transformation (BI&T) within Wealth Operational Excellence and Project Chassis, this role supports tasks related to automation, ideation of new tools and technologies, building Proof of Concepts, managing End-User-Computing objects (EUCs) and Robotics Process Automation (RPA), and leading projects for Wealth Operations. The ideal candidate will be proactive, skilled in problem-solving, and possess strong communication abilities.
Responsibilities include developing/ maintaining existing automation assets built in VBA/Python/Power
BI, support data-driven solutions, documenting processes, ensuring data governance, and risk management practices. This role offers opportunities to make a significant impact on Wealth Operations while enhancing existing skills and acquiring new ones.
Project/Delivery Management & Collaboration
- Ensure timely and within scope delivery of outcomes.
- Effectively communicate project status and promptly elevate issues to meet timelines and objectives.
- Lead, motivate, and cultivate relationships with Wealth Operations pillars to foster collaborative success.
- Develop documentation for requirements, process changes, solutions, and best practices to maintain consistency across the team.
Key Primary Responsibilities
Technical Expertise & Analysis:
- Excel VBA:
Develop and optimize processes using Excel VBA for enhanced operational efficiency. Troubleshoot existing complex VBA code used for automation of operational processes. - Python/Databricks/PySpark:
Experience writing code in these tools, with the ability to troubleshoot solutions. Migration of legacy code to these tools is valuable. - Low Code / No Code Expertise:
Proficiency in platforms like Power Pivot, Power Query, Power BI, Tableau, and Power Platform for automating and simplifying processes. - Reporting and Analytics:
Experience in reporting and advanced data analysis techniques to derive insights and create meaningful visualizations. - Automation Tools:
Familiarity with automation frameworks to reduce manual effort and mitigate risks.
Process Reengineering & Improvement
- Analyze problems and create innovative solutions to enhance operational efficiency.
- Conduct technical analysis on EUCs/RPAs, offering insights and recommendations for improvement.
Critical Thinking and Problem Solving
- Critical thinking to spot inefficiency or risk.
- Proactiv…
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