Work

Location:
Toronto, Ontario, CanadaHours:37.5Line of Business:TD GeneralPay Details:$69,700
- $98,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description
The Centralized Manager Client Service, Investment Management (CMCS) is responsible for leading service delivery, engaging and developing a team of Centralized Client Service Associates dedicated to supporting Investment Advisors across the country. Reporting to the Group Manager, the CMCS contributes to the achievement of business goals through effective coaching, management and teamwork. The CMCS is also accountable for all aspects of people management including recruitment, training, career development and performance management. The ability to set and achieve goals with complete ownership of performance and results is key to success in this role.
The CMCS will communicate regularly with and gain feedback from the Investment Advisors, field MCSs and BMs. Using strong communication, active listening and problem-solving skills,



the CMCS will work with his/her peers to identify and make recommendations for business/process improvements while collaborating with various business partners across multiple locations. They also monitor and report on service levels, initiating plans for improvement as required. Finally, the CMCS identifies and resolves complex or sensitive service issues in addition to acting as the escalation point for IAs/field MCSs/BMs with serious service issues/concerns.
Specific

Responsibilities:
Lead, coach and model exceptional service delivery at every interaction with Associates who represent both PIA and PIC LOBs.
Oversee the day to day activities of the team, leading and coaching the team on strategies to improve the overall service delivery experienceCoordinate the sharing of information, skills and knowledge among team membersProvide regular feedback to CCSAs through quality coaching sessionsContribute to PWM objectives for timely and accurate, error free Operational ExcellenceEnsure necessary due diligence is taken to support the accuracy of all client transactionsResolve escalated issues, ensuring the interests of the firm, shareholder and client are consideredEnsure all work meets with audit,



regulatory and business guidelinesConduct the review of various different reports and communicating any trends and/or concerns to the management teamContribute to a respectful work environment for all employees through focusing on the employee experience and actively managing performance/behaviour issues in a timely and respectful mannerLead and apply the performance management process, supporting employees in their career and performance developmentLead/support initiatives and projects that strengthen the service culture within the organizationInvestigate and implement service improvements, and be a change leaderBuild and maintain strong working relationships with the IAs and field BMs and MCSsProfessionally represent Wealth National Office in all interactionsJob

Requirements:
Previous supervisory or management experienceProven client service, leadership and business planning skillsMust be able to work well independently and as a part of a larger management teamPossess strong judgment and problem-solving skillsExcellent oral, written, interpersonal and relationship building skillsUse impact and influence skills to guide others to a desired conclusion and have the ability to hold them accountableThe ability to change direction quickly and effectively is essentialFlexibility and change leadership skills are requiredProven organizational, multitasking and time-management skills are requiredA solid understanding of operations, LEI and the Sales and Client Engagement Model is critical to coaching successKnowledge of PIA products, systems, and proceduresStrong organizational awarenessUnderstanding of the Private Investment Advice and the Private Investment Council businesses; securities industry regulations, procedures and legal frameworkAdditional Language skill is an asset (e.g. French, Cantonese, Mandarin)IIROC licensing (IR/RR/Supervisor) is an assetWho We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human

📌 Manager I (Toronto)
🏢 TD Bank Group
📍 Toronto