Description
:Private Wealth Management,Private Investment 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, including
Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisoryand 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.
The Manager 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 the Branch
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 with
Bank and industry Code of Conduct
Skills Required:
7+ 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…
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