Lead a team of client service specialists 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.
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