investment manager - financial brokerage
Title posted on CareerBeacon -
Manager Client Services II - Investment Management
Posted on
September 05, 2024
by
Employer details
TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Private Wealth Management Wealth Advice provides high-net worth and ultra-high-net client segments 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, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.Job Description:The Manager Client Services - Specialized Services is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced Center ensuring a positive working environment, effective change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.Accountabilities:Lead, coach, develop and oversee a diverse team of Private Client Service Associates (PCSA) and other Centre support staffContribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely mannerLead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectivesLead operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experienceProvide guidance on addressing client complaints, and when needed manage and escalate client concernsRemain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experienceLead change management initiatives to ensure implementation is smooth and adoption is earlyPromote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectivesEnsure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.Skills Required:5+ years of related people manager experienceDeep knowledge of Wealth Management, industry, and marketsRequires strong knowledge of Retail Banking systems, applications, processes and proceduresPossess excellent people management, coaching, and stakeholder management experienceRequires strong process management knowledge and understanding of the business and operational function areas supportedPossess excellent decision making skillsEffectively able to handle critical and/or high-risk issuesEXPERIENCE & EDUCATION:Post-secondary/university degree an assetCanadian Securities Course (CSC)willing to complete courses to become a RR under IIR#LI-Wealth#LI-WealthWho 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a lead
-
LocationKingston, ON
-
Workplace information
On site
-
SalaryNot available
-
Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2078986
Advertised until
2024-10-10
Important notice: This job posting has been provided by a partner site. Job Bank is not responsible for this content.
Report a problem with this job posting
Thank you for your help!
You will not receive a reply. For enquiries, please contact us.