Manager of Client Services in Wealth Management (Canada)

Manager of Client Services in Wealth Management (Canada)

02 Aug
|
TD
|
Canada

02 Aug

TD

Canada

Drive client satisfaction and operational excellence at TD Wealth, Hamilton, Ontario. As the Manager Client Services II, you will inspire a team focused on delivering tailored financial solutions. This role demands an adept leader with over five years of experience in wealth management and people management skills.

You'll be responsible for supervising branch operations, guiding staff development, and contributing to an inclusive culture, all while ensuring compliance with industry regulations and enhancing the client experience. Key Responsibilities:

- Manage daily operations and branch support tasks
- Coach team members on client service and sales strategies
- Lead staff recruitment and training processes
- Foster a diverse workplace that meets company goals
- Drive operational improvements through feedback and policy Requirements:
- 5+ years of managerial experience in financial services
- Comprehensive knowledge of Wealth Management
- Robust decision-making and process management skills
- Post-secondary degree required
- Must pursue Investment Representative licensing within 6 months Be the change that enhances client service delivery and team performance within TD Wealth in Hamilton.

📌 Manager of Client Services in Wealth Management (Canada)
🏢 TD
📍 Canada

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