Wealth Cares Intake Officer Toronto

Elevate your career as a Wealth Cares Intake Officer at TD in Toronto, Ontario. Manage complaint processes, communicate effectively, and ensure regulatory compliance in this full-time, on-site role.
In the pivotal role of Intake Officer, you'll oversee workflow management and case assignments for the Wealth Cares team. Your responsibilities will include liaising with Wealth Advised employees, addressing complaints, and ensuring all documentation meets regulatory standards. This position requires strong communication skills and a keen understanding of Wealth Management.
Key Responsibilities:
• Manage case assignments to Wealth Cares and business sources
• Document all Wealth Cares complaints with data integrity
• Liaise regularly with TD Wealth business partners
• Identify trends and develop accurate reporting solutions
• Assist with special projects as needed
Requirements:
• Proven experience in Wealth Management practices
• Strong written and verbal commu...