03 Aug
|
Bilinguallink
|
Canada
03 Aug
Bilinguallink
Canada
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.
📌 Client Services Manager At Td Wealth Aurora (Canada)
🏢 Bilinguallink
📍 Canada