Apply on Kit Job: kitjob.ca/job/2e77ua

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

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Manage daily operations of the client services team
Coach staff to identify client needs proactively
Oversee recruitment and selection of qualified personnel




Support continuous training and integration of employees
Address operational issues and escalate as necessary Requirements:
At least 7 years of personnel management experience
In-depth knowledge of wealth management and industry
Solid decision-making and process management skills
Ability to handle complex, high-stakes situations
Post-secondary degree; investment representative license preferred Leverage your wealth management expertise to provide exceptional support and streamline processes for high-net-worth clients.

Apply on Kit Job: kitjob.ca/job/2e77ua

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