Saurav Mishra

Operations Associate

Toronto, Ontario, Canada1 yr 4 mos experience

Key Highlights

  • Expert in operational support and client service.
  • Strong organizational skills with attention to detail.
  • Passionate about banking and wealth management.
Stackforce AI infers this person is a Financial Services and Operations Professional with a focus on client support and operational efficiency.

Contact

Skills

Core Skills

Business OperationsClient Support

Other Skills

administrative coordinationdocumentation handlingoperational supportworkflow managementFinancial ModelingFinancial AnalysisCapital BudgetingStock Market AnalysisPresentationsMicrosoft ExcelBusiness AdministrationCommunicationTally ERPFinanceBusiness

About

My career has been built around a simple principle: helping operations run smoothly while delivering a high standard of service and accuracy. I am a financial services and operations professional with experience supporting administrative workflows, reporting, documentation management, client service, and business operations across fast-paced environments. Recently joining TD as a Business Operations Support Representative, I support advisors and business teams through administrative coordination, documentation handling, operational support, and day-to-day workflow management. My background includes operational support, reporting, data validation, stakeholder communication, and client-facing experience, which has strengthened my ability to manage multiple priorities while maintaining attention to detail and professionalism. Through both corporate and customer-facing roles, I have developed strong organizational skills, adaptability, and a commitment to delivering reliable results. I hold a Post-Graduate Diploma in Financial Planning & Wealth Management, am certified in Investment Funds in Canada (IFC). These qualifications, combined with my practical experience, have strengthened my understanding of financial services, investments, wealth management, compliance, and client support. I am passionate about building a long-term career within banking, wealth management, and financial services, where I can continue learning, contribute meaningfully, and grow into increasingly impactful roles.

Experience

1 yr 4 mos
Total Experience
1 yr 4 mos
Average Tenure
--
Current Experience

Td

Business Operations Support Representative - Private Wealth Management

Jun 2026Present · 0 mo · Toronto, Ontario, Canada · On-site

administrative coordinationdocumentation handlingoperational supportworkflow managementBusiness OperationsClient Support

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Associate

Dec 2021May 2023 · 1 yr 5 mos · Gurugram, Haryana, India

Sledding technologies pvt. ltd.

Analyst

Jun 2021Nov 2021 · 5 mos · Indore, Madhya Pradesh, India

Education

Lambton College

Financial Planning and Wealth Management — Financial Planning and Services

Jan 2024Aug 2025

Shobit Institute of Engineering & Technology, Meerut

Bachelor of Business Administration - BBA

Aug 2018Jun 2021

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