Lead a team of client service professionals at TD Wealth in Aurora, Ontario. This management role focuses on optimizing client experience and team coaching within a defined wealth management strategy. As a Client Services Manager II, you will oversee daily branch operations while developing a diverse and skilled workforce.
You’ll promote an inclusive culture and ensure high-quality service delivery by utilizing your extensive wealth management knowledge. This position involves leadership in recruitment, training, and performance tracking to meet organizational objectives. Key Responsibilities:
- Supervise daily branch operations and support staff management
- Coach employees to meet client product and service needs
- Lead recruitment to build a diverse support staff team
- Contribute to performance management and operational improvements
- Assist with problem resolution and escalate requests effectively Requirements:
- 5+ years of people management experience
- In-depth understanding of Wealth Management
- Robust process management and decision-making skills
- Post-secondary degree required
- Willingness to obtain Investment Representative license within 6 months Drive client satisfaction and operational excellence as you lead a dedicated team at TD Wealth in Aurora.