Manager Client Services II - Investment Management
TD Bank · Aurora, Canada +1 · 10d ago
Work Location:
Aurora, Ontario, CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$69,700 - $98,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job 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, advice strategies and individualgoals
Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve businessobjectives
Assist with 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 performance objectives for the team; track, monitor and effectively address and/or reward performance in a timelymanner
Actively participate and 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 excellent decision 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. Learn more
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