Lead TD Wealth's client services team in Hamilton. As Manager Client Services II, drive exceptional client experiences while overseeing daily branch operations focused on wealth management.
In this senior role, you will manage day-to-day operations within a bustling wealth management branch. You'll guide a skilled team, implementing client-centric strategies, robust process improvements, and regulatory compliance. Engage in performance tracking and team coaching to meet individual and business goals while developing a diverse support workforce.
Key Responsibilities: - Supervise daily branch operations ensuring efficiency - Coach team to identify client needs and deliver services - Lead recruitment and selection for support staff - Coordinate ongoing training for the branch team - Monitor performance and address issues in a timely manner
Requirements: - 5+ years of people management experience - Extensive wealth management industry knowledge - Solid coaching and stakeholder management skills - Excellent decision-making capabilities - Post-secondary degree required
Drive excellence in client services while transforming the Hamilton market for TD Wealth.#J-18808-Ljbffr

📌 Hamilton Wealth Management Team Leader (Winnipeg)
🏢 Socket.dev
📍 Winnipeg