Client Service Investment Manager (Toronto)

Client Service Investment Manager (Toronto)

26 Oct
|
TD Bank Group
|
Toronto

26 Oct

TD Bank Group

Toronto

Lead client service in Toronto with coaching, problem-solving, and people-management expertise at TD’s Investment Management business. This role works 37.5 hours weekly.

As Centralized Manager Client Service, Investment Management, you lead Centralized Client Service Associates supporting Investment Advisors nationwide. Reporting to the Group Manager, you manage recruitment, training, career development, performance management, and service delivery. Success requires ownership of performance and results.

Key Responsibilities:

- Lead and coach Associates supporting PIA and PIC lines of business
- Oversee daily team activities and service delivery strategies
- Provide regular feedback through quality coaching sessions




- Resolve complex escalated issues for Advisors and partners
- Monitor reports, trends, service levels, and improvement plans

Requirements:

- Previous supervisory or management experience
- Proven client service, leadership, and business planning skills
- Robust judgment, problem-solving, and relationship-building abilities
- Knowledge of PIA products, systems, and procedures
- Understanding of securities regulations and legal frameworks

Apply your leadership, coaching, and client service expertise to strengthen Investment Management support at TD in Toronto.

📌 Client Service Investment Manager (Toronto)
🏢 TD Bank Group
📍 Toronto

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