Manager Client Services II - Investment Management

Description

Private Wealth Management,PrivateInvestment Adviceprovides high-net worth clients with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, includingPrivate Investment Advice, Private Investment Counsel, Private Banking, Private Trust, WealthAdvisoryand Insurance Services.

The Sales & Support Leadership family consists of roles that are managing wealth sales andsupportprofessionalsin delivering exceptional service to our clients. They are accountable for owning the Private Wealth Management vision, culture and strategy in the field, exceeding client experience expectations, managing productive local TD Partner and community relationships, while ensuring an inclusive and diverse environment within each branch / center.

TheManager Client Service – Investment Management (MCS)is responsible forleading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced branch ensuring a positive working environment, change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.

Accountabilities :

Supervise and manage day-to-day operations of theBranch

Coach and develop employees to proactivelyidentifyclient productand services needs and deliver on the business sales, advicestrategiesand individualgoals

Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve businessobjectives

Assistwith training new branch support staff and coordinate ongoing training initiatives for existing branchstaff

Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals andobjectives

Contribute to the process of setting performanceobjectivesfor the team; track,monitorand effectively address and / or reward performancein a timelymanner

Activelyparticipateand contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback asrequired

Contribute to operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the clientexperience

Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the clientexperience

Provide leadership for all national and branch projects andinitiatives

Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption isearly

Assistthe supportteam withday to dayproblem resolution and escalation requests

Ensure employees are knowledgeable and assume responsibility to minimize operational and regulatory risk bycomplying withBank and industry Code of Conduct

Skills Required :

5+ years of related people manager experience

Deep knowledge of Wealth Management, industry, and markets

Possess excellent people management, coaching, and stakeholder managementexperience

Requires strong process management knowledge and understanding of the business and operational function areassupported

Possess excellentdecision makingskills

Effectively able to handle critical and / or high-riskissues

Education Requirements :

Post-secondary / university degree

Willingness to become licensedas an Investment Representative (IR)with the Canadian Investment Regulatory Organization (CIRO) within 6 months.

Who We Are :

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only) :

Sans Objet