Manager Client Services II - Investment Management

TD Bank; Central Ontario; On-site; CAD 62,000 - 94,000; Full time

Job summary

An established industry player is seeking a dedicated leader to oversee client service operations. This role involves managing a diverse team, enhancing client experiences, and ensuring compliance with banking standards. With a commitment to employee growth and development, the organization fosters a culture of mentorship and continuous learning. Join a dynamic team where your contributions will directly impact customer satisfaction and operational efficiency. If you are passionate about leading teams and driving change, this opportunity is perfect for you.

Benefits

Health Benefits

Retirement Plans

Paid Time Off

Banking Discounts

Career Development Programs

Recognition Programs

Qualifications

• 7+ years of related people management experience.
• Strong understanding of operational areas and process management.

Responsibilities

• Lead and develop a diverse team of Client Service Associates.
• Ensure compliance and adherence to bank policies and procedures.
• Contribute to operational improvements and enhance client experience.

Skills

People Management

Operational Improvements

Client Experience Enhancement

Coaching and Development

Education

Post-secondary/University Degree

Canadian Securities Course (CSC)

Job description

Work Location:

Barrie, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$62,300 - $93,500 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are key features of the colleague experience at TD. Our policies and practices are designed to allow colleagues to progress through the salary range over time as they advance in their roles. The actual base pay offered may vary based on the candidate's skills, experience, knowledge, location, and organizational needs.

As a candidate, you are encouraged to ask questions about compensation and discuss these openly with your recruiter for more specific details.

Job Description:

CUSTOMER:

• Contribute to operational improvements and coordinate new policies & procedures to enhance client experience.
• Stay informed of client feedback on service quality and coach the team to prevent issues and improve service.
• Lead all national and branch projects and initiatives.
• Manage change initiatives with Branch Management to ensure smooth implementation and early adoption.
• Participate actively in national conference calls, providing input and feedback.
• Assist CSA team with daily problem resolution and escalation requests.

SHAREHOLDER:

• Supervise daily operations, balance workloads, ensure compliance, and meet service standards.
• Coach and develop employees to identify client needs and meet sales and advice goals.
• Resolve escalated issues and refer complex situations beyond own expertise.
• Ensure adherence to standards, perform quality checks, and update procedures.
• Support accurate client transactions and activities through due diligence.
• Ensure understanding and application of bank policies and procedures.
• Manage risks and escalate high-risk activities as needed.
• Stay informed of regulatory changes and emerging issues.

EMPLOYEE TEAM:

• Lead, coach, and develop a diverse team of Client Service Associates and support staff.
• Set performance objectives, monitor, and recognize performance.
• Manage staff in line with HR policies and guidelines.
• Share knowledge and foster good working relationships.
• Support an environment of open escalation and positive change.
• Lead recruitment to ensure a diverse, qualified workforce.
• Promote a fair, inclusive environment and team cohesion.
• Act as a brand ambassador internally and externally.

BREADTH & DEPTH:

• Lead a team overseeing complex operations or functions, impacting significant parts of the organization.
• Require strong process management and understanding of business and operational areas.
• Manage teams with moderate to high risk potential.
• Plan, organize, and resolve operational issues with a medium-term focus.
• Handle complex, risk-oriented, time-sensitive issues impacting the organization.
• Typically report to the Branch Manager.

EXPERIENCE & EDUCATION:

• Post-secondary/university degree.
• 7+ years of related people management experience.
• Canadian Securities Course (CSC).
• Registered with IIROC as an Investment or Registered Representative.

Who We Are:

TD is a leading global financial institution, the fifth largest bank in North America by branches. We serve over 27 million households and businesses worldwide, with more than 95,000 colleagues committed to our vision to Be the Better Bank and our purpose to enrich lives.

We are dedicated to customer experience, believing all colleagues are customer-facing. We innovate to enhance service and build capabilities for the future of banking. Whether experienced or new to finance, we support your growth through leadership, mentorship, and training programs. Our organization is continuously growing, and so will you.

Our Total Rewards Package:

Our Total Rewards reflect our investment in colleagues' financial, physical, and mental well-being, including salary, variable pay, health benefits, retirement plans, paid time off, banking discounts, career development, and recognition programs. Learn more at our benefits page.

Additional Information:

We are excited about your interest in a career with TD. We offer development conversations, training, and benefits to support your success both professionally and personally.

Please note that this opportunity is subject to provincial employment regulations, which vary across Canada.

Colleague Development:

We support your career growth through regular performance reviews, online learning, and mentoring programs. Whether helping customers or coaching colleagues, many career paths are available within TD, and we are committed to helping you achieve your goals.

Training & Onboarding:

We provide training and onboarding to prepare you for success in your new role.

Interview Process:

We will contact selected candidates to schedule interviews and communicate outcomes via email or phone.

Accommodation:

Your accessibility needs are important. Please inform us if you require accommodations during the interview process.

We look forward to your application!

Language Requirement (Quebec only):

Sans Objet

Federal law prohibits discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, disability, or genetic information.