Lead a high-performing team as a Client Services Manager specializing in wealth management.
Enhance client satisfaction and develop personalized solutions for affluent clientele effectively.
In this key management role, you will supervise the operations of a dynamic client services branch.
Candidates should have a minimum of 7 years in personnel management, possess solid coaching abilities, and demonstrate excellent problem-solving skills.
You will contribute to improving processes while ensuring a compliant and inclusive workplace.
Key Responsibilities:
• Oversee daily branch operations and team management
• Foster proactive identification of client needs
• Lead recruitment efforts to build a diverse workforce
• Encourage ongoing employee training and integration
• Ensure adherence to regulations and internal controls
Requirements:
• Minimum 7 years of relevant personnel management experience
• Comprehensive knowledge of industry and wealth management
• Proven skills in analysis and decision-making
• Ability to manage complex situations effectively
• Degree required; RI license to be obtained within 6 months
Utilize your leadership and wealth management skills to build strong client relationships and enhance service delivery.
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Apply on Kit Job: kitjob.ca/job/2e8aea
📌 Experienced Client Services Manager for Wealth Management (Montreal West)
🏢 TD Securities
📍 Montreal West
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