Manager Client Services II - Investment Management

TD Bank; Toronto; On-site; CAD 65,000 - 99,000; Full time

Job summary

An established industry player is seeking a Manager for Client Services in Investment Management. This pivotal role involves leading a skilled team to enhance client experiences and manage day-to-day branch operations. You'll be instrumental in fostering a diverse and inclusive environment while driving performance and operational improvements. With a commitment to professional development, this organization offers numerous growth opportunities. Join a forward-thinking team dedicated to delivering exceptional wealth management services and making a significant impact on clients' financial journeys.

Benefits

Health and Well-being Benefits

Savings and Retirement Programs

Paid Time Off

Career Development Opportunities

Banking Benefits and Discounts

Qualifications

• 7+ years of experience in people management within the wealth management sector.
• Strong understanding of wealth management, industry dynamics, and market trends.

Responsibilities

• Supervise daily operations and coach staff to meet client needs.
• Lead recruitment and ensure a diverse workforce.
• Implement policies to enhance client experience.

Skills

People Management

Wealth Management Knowledge

Coaching Skills

Stakeholder Management

Process Management

Decision Making

Issue Resolution

Education

Post-secondary/University Degree

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Job description

Manager Client Services II - Investment Management page is loaded

Manager Client Services II - Investment Management

Apply remote type On Site locations 77 Bloor Street West Corporate, Toronto, Ontario time type Full time posted on Posted 5 Days Ago time left to apply End Date: May 18, 2025 (11 days left to apply) job requisition id R_1416387

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$65,600 - $98,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Private Wealth Management, Private Investment Advice provides 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 Advisory and Insurance Services.

The Sales & Support Leadership family consists of roles that are managing wealth sales and support professional s in 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.

Th e Manager Client Service – Investment Management (MCS) is responsible for leading 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 proactively identify client product and services needs and deliver on the business sales, advice strategies and individual goals

• Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectives

• Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff

• Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives

• Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner

• Actively participate and contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback as required

• Contribute to operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience

• Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience

• Provide leadership for all national and branch projects and initiatives

• Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early

• Assist the support team with day to day problem resolution and escalation requests

• Ensure employees are knowledgeable and assume responsibility to minimize operational and regulatory risk by complying 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 management experience

• Requires strong process management knowledge and understanding of the business and operational function areas supported

• Possess excellent decision making skills

• Effectively able to handle critical and/or high-risk issues

Education Requirements :

• Post-secondary/university degree

• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed 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 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 leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Our Values
At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific