Manager Client Services - Investment Management

Description

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Private Wealth Management, Private Investment Advice provides 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, including Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.

The Sales & Support Leadership family consists of roles that are managing wealth sales and support professionals in 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.

The Manager Client Service – Investment Management (MCS) is responsible for leading 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 the Branch

• Coach and develop employees to proactively identify client product and services needs and deliver on the business sales, advice strategies and individual goals

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

• Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff

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

• Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner

• Actively participate and contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback as required

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

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

• Provide leadership for all national and branch projects and initiatives

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

• Assist the support team with day-to-day problem resolution and escalation requests

• Ensure employees are knowledgeable and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

Skills Required:

• 7+ years of related people manager experience

• Deep knowledge of Wealth Management, industry, and markets

• Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

• Possess excellent people management, coaching, and stakeholder management experience

• Requires strong process management knowledge and understanding of the business and operational function areas supported

• Possess excellent decision making skills

• Effectively able to handle critical and/or high-risk issues

• Post-secondary/university degree

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