Apply on Kit Job: kitjob.ca/job/2dzham

Drive exceptional client experiences as a Client Services Manager. Oversee a dedicated team to deliver tailored wealth management solutions for high-net-worth clients in a collaborative setting.

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This management role involves supervising daily operations while managing and developing a team. Candidates should possess extensive experience in wealth management, alongside strong analytical, coaching, and stakeholder management skills. Make an impact by improving processes and ensuring compliance to enhance client satisfaction.

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Key Responsibilities:n• Manage daily operations of the client services teamn• Coach staff to identify client needs proactivelyn• Oversee recruitment and selection of qualified personneln• Support continuous training and integration of employeesn• Address operational issues and escalate as necessary

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Requirements:n• At least 7 years of personnel management experiencen• In-depth knowledge of wealth management and industryn• Strong decision-making and process management skillsn• Ability to handle complex, high-stakes situationsn• Post-secondary degree; investment representative license preferred

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Leverage your wealth management expertise to provide exceptional support and streamline processes for high-net-worth clients.

Apply on Kit Job: kitjob.ca/job/2dzham

📌 Client Services Manager Leading High-Net-Worth Solutions (Montreal West)
🏢 TD
📍 Montreal West