Wealth Operations Analyst II – Market Documentation & Soft Dollar Operations

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$69,700 - $98,400 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:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of December 31, 2025, TDAM and its affiliates manage over $508 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

Overview

TDAM Investment Operations is responsible for the end‑to‑end operational enablement and ongoing support of investment and trading activities. The team ensures that all transactions, accounts, and counterparties are established, maintained, and governed in a controlled, accurate, and timely manner. Investment and trading activity is supported by appropriate documentation, account structures, counterparties, cash flows, controls, and records.

The team is responsible for:

• Market and Trading Enablement

• Documentation and Counterparty Management

• Operational Execution and Control

• Reconciliation and Reporting

• Risk Management, Governance and Controls Support

• Process and Efficiencies

The team provides a high level of service, support and professionalism to all stakeholders. Ability to work within strict deadlines, strong problem solving skills, initiative, attention to detail and the ability to make a strong contribution to the team are keys to success. Experience in an investment environment and basic understanding of accounting principles.

The Wealth Operations Analyst will support and oversee market and tax documentation, ISDA amendment, broker/counterparty onboarding, and commission/research arrangements. Role partners closely with Trading, Legal, Risk and Compliance as well as external counterparties to ensure TDAM accounts, trading relationships, documentation and commission/research processes are established, executed accurately and efficiently and maintained in accordance with regulatory, control and business requirements.

Accountabilities – Position Specific

• Execute and coordinate amendments to ISDAs, CSAs, and related market documentation and strategy enablement, including adding new funds, accounts, or legal entities

• Lead and support broker, counterparty and custodian onboarding owning account setup documentation and KYC coordination

• Track documentation status, approvals, and execution using internal tools and logs

• Coordinate documentation and account structures that enable commission sharing arrangements

• Support operational execution of soft-dollar arrangements including, budget tracking against approved limits, broker statement and reconciliation and validation of research related payments

• Ensure documentation aligns with TDAM’s operational, legal, and control standards by partnering with Legal, Risk and Compliance

• Communicate and respond to internal inquiries related to status, account readiness and trading enablement

• Maintain organized, audit‑ready documentation repositories

• Identify opportunities to streamline onboarding and documentation processes

• Participate in projects

• Provide support and back up as required across the Operations team

Accountabilities – TDAM Operations Team

• Work efficiently in a multi-tasked environment and ensure deadlines are met

• Be an effective team player and flexible in adjusting to changing work priorities

• Participate fully as a member of the team; contribute to a positive work environment, TD Pulse results /action plan

• Keep others in the immediate team informed and up-to-date about the status/progress of projects, and all relevant or useful information related to day-to-day activities

• Support the team by continuously developing knowledge in own area

• Represent team and pro