Manager Client Services - Investment Management at TD | CA | Rezi

Manager Client Services - Investment Management at TD

Manager Client Services - Investment Management

TD · CA

1 months ago

Manager Client Services - Investment Management

TD · CA

a month ago
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About the Role

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.

Responsibilities

  • 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

Requirements

  • 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

Skills

  • people manager experience
  • Wealth Management knowledge
  • industry knowledge
  • markets knowledge
  • Investment Representative (IR) license
  • people management
  • coaching
  • stakeholder management
  • process management
  • business understanding
  • operational function understanding
  • decision making skills
  • handling critical issues
  • handling high-risk issues

Location

  • London, Ontario, Canada

Work Type

  • Full-time

Experience Level

  • 7+ years of related people manager experience

Education Level

  • Post-secondary/university degree

Salary/Compensations

  • $69,700 - $98,400 CAD

Benefits

  • health and well-being benefits
  • savings and retirement programs
  • paid time off
  • banking benefits and discounts
  • career development
  • reward and recognition programs
  • training programs
  • competitive benefits plan

About the Company

  • 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.

Equal Opportunity

  • TD 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.
  • 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.