Manager Client Services II - Investment Management

TD•Montreal, QC

10d•$69,700 - $98,400•Onsite

About The Position

The Private Wealth Management – Private Investment Advice offers a comprehensive approach to discovery and planning for high-net-worth clients, leading to personalized advice and solutions. Through a distinct discovery process and an integrated, collaborative approach, the team develops wealth strategies tailored to the unique needs of each client. Team members work closely together to manage the entire client relationship and deliver the full range of TD Wealth Private Investment Advice services, including Private Investment Advice, Private Investment Management, Private Banking, Private Trust Services, Wealth Advisory Services, and Insurance Services. The Sales and Support Management job family includes roles responsible for managing wealth management sales and support professionals to deliver exceptional client service. These roles ensure the implementation of the Private Wealth Management vision, culture, and strategy in the field, while fostering an inclusive and diverse environment within each branch or center. The Manager, Client Services – Investment Management leads a team of highly skilled support staff and oversees the daily operations of a dynamic branch, while supporting change management, continuous process improvement, and compliance with regulatory and control requirements.

Requirements

Minimum of 7 years of relevant people management experience
In-depth knowledge of wealth management, the industry, and markets
Strong people management, coaching, and stakeholder management skills
Excellent analytical, process management, and decision-making abilities
Ability to manage complex, critical, or high-risk situations
Post-secondary or university degree
Willingness to obtain an Investment Representative (IR) license with the Investment Industry Regulatory Organization of Canada (IIROC) within six (6) months of starting

Responsibilities

Supervise and manage the daily operations of the branch
Coach and develop employees to proactively identify client needs and achieve business and performance objectives
Lead recruitment and selection processes for support roles to ensure a skilled and diverse workforce
Support employee onboarding and ongoing training
Promote a fair, inclusive, and collaborative work environment
Contribute to setting performance goals, monitor, and manage team performance
Participate in national and regional calls and provide comments and feedback
Contribute to operational improvements and the implementation of new policies and procedures
Ensure a high level of client experience by considering feedback and preventing service issues
Lead national and local projects and initiatives
Support change management and rapid adoption of new practices
Support the team in resolving operational issues and escalation requests
Ensure compliance with regulatory requirements, internal controls, and the Bank's Code of Conduct