Syefa Ahmed
Wealth Operations Officer @TD
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WORK HISTORY
Wealth Operations Officer @TD
Toronto, ON, CA
Executed complex investment and securities transactions across TD Waterhouse, TD Mutual Fund, Black Card and TD International business lines. Manage ATON/NON-ATON transfers (Mutual Funds, RRSPs, RRIFs, RESPs, TFSA, Group Pensions) with a focus on accuracy and compliance. Analyzed cross-functional operational issues and proposed actionable improvements. Utilized Wealth Applications including RPM, RPD, CIF, ISM, EIS, WMM, WSR, WTM, PEGA, Salesforce, and KOFAX. Identified automation opportunities and collaborated with Business Innovation team to implement EUCs. Provided settlement instructions to match trade/settlement dates using country specific SSI/DTC/CDS and wire transfers instructions for international transfers. Handled escalations from WIC, CARES, BlackCard and conducted investigations, and provided guidance to team members. Delivered training and onboarding for new hires as a subject matter expert. Complied with enterprise frameworks including AML and Business Continuity Management. Lead internal engagement through bi-weekly events as part of the Social and Pulse Committee.
EDUCATION
European Standard School
ADVANCED LEVEL EXAMINATION (A LEVELS) , Science
Seneca Polytechnic
Ontario College Graduate Certificate in Human Resource Management , Human Resources Management and Services
BGMEA Institute of Fashion & Technology
Bachelor of Science - BS, Apparel Manufacture & Technology
The Aga Khan School
ORDINARY LEVEL EXAMINATION (O LEVELS), Science
ABOUT SYEFA AHMED
With over 4 years of experience in the financial services industry, I am a detail-oriented and results-driven Wealth Operations Officer specializing in ATON/NON-ATON transfers, risk control, and workflow optimization. I bring a strong track record of streamlining processes and uncovering actionable insights through advanced visualization tools.Recognized for fostering cross-functional collaboration, mentoring teams, and driving operational efficiency in high-pressure environments. I thrive working independently while consistently upholding the highest standards of accuracy, professionalism, and client service.
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