Investment Customer Service Manager, Private Banking

As an Investment Customer Service Manager reporting to the RVP, Wealth, Western Canada, Private Banking 1859, you will be responsible for applying the Private Banking 1859 vision and playing a key role in the operations of 3 branches:
Toronto, Calgary and Vancouver. You'll listen attentively to your employees, be actively involved in their daily coaching, and ensure your team's professional development.

• Make sure that day‑to‑day and administrative operations at the Private Banking 1859 Wealth branches run smoothly and that compliance standards are consistently followed.
• Engage and coach a team of 4 Wealth Associates—currently in place but expected to grow—as part of your daily leadership responsibilities.
• Ensure the accuracy and precision of the work produced by Wealth Associates, fostering strong quality‑control habits and adherence to established processes.
• Ensure a uniform and high‑quality client experience throughout the Private Banking 1859 Wealth network.
• Act as an advisor to the RVP on performance, accuracy, and quality of work done by the team of Wealth Associates reporting to you, and contribute to the bank's business development by supporting the creation of effective policies, programs, and strategies.
• Resolve escalations and manage unique or complex client circumstances in a timely and effective manner.
• Provide support during periods of overflow, increased workload, or vacation coverage.
• Relay messages, negotiate, and work with various internal and external partners to settle files efficiently.
• Stay up to date on new compliance requirements, operational processes, and internal policy updates, ensuring timely adoption and consistent application across the team.
• Act as a change agent in implementing special projects initiated by Head Office.

• Bachelor's degree and a minimum of 5 to 10 years of experience, including one year in a similar function or at least one year in personnel management combined with 3 years in business development and customer service.
• Currently registered as an Investment Representative (IR) under CIRO.
• Recognized investment expertise (processes, products & applications).
• Compliance expertise.
• Experience coaching and personal training.
• Management experience, an asset.
• Change management skills.
• Bilingualism, both spoken and written (English and French) will be considered an asset.

• Competitive compensation.
• Health and wellness program, including many options.
• Flexible group insurance.
• Generous pension plan.
• Employee Share Ownership Plan.
• Employee and Family Assistance Program.
• Preferential banking services.
• Opportunities to get involved in community initiatives.
• Telemedicine service.
• Virtual sleep clinic.

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples’ lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Additional required languages:
English