Lead a energetic team at TD Wealth in London, Ontario, focusing on exceptional client service and investment management. Bring your expertise in Wealth Management to provide tailored solutions for high-net-worth clients.
As a Manager Client Services in Investment Management, you will oversee daily branch operations and foster a supportive team environment. This role requires a deep understanding of Wealth Management, coaching skills, and the ability to ensure compliance with regulatory requirements. Your leadership will promote a diverse workforce aligned with business objectives.
Key Responsibilities:
• Supervise daily operations of the branch
• Coach employees to identify client needs
• Lead recruitment and training for support staff
• Drive process improvements for client experience
• Manage performance objectives and recognize achievements
Requirements:
• 7+ years of people management experience
• Knowledge of Wealth Management and regulations
• Licensed as an Investment Representative (IR)
• Strong decision-making and coaching skills
• Post-secondary/university degree required
Expand your career in Wealth Management by leading a skilled team at TD Wealth in London.
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📌 Manager Client Services at TD Wealth (Ontario)
🏢 TD
📍 Ontario