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. #J-18808-Ljbffr

📌 Client Services Manager At Td Wealth Aurora (Canada)
🏢 Bilinguallink
📍 Canada