JOB DESCRIPTION:

Private Wealth Management, Private Investment Advice provides high-net worth clients with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client’s unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, including Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.
The Sales & Support Leadership family consists of roles that are managing wealth sales and support professional s in delivering exceptional service to our clients. They are accountable for owning the Private Wealth Management vision, culture and strategy in the field, exceeding client experience expectations, managing productive local TD Partner and community relationships, while ensuring an inclusive and diverse environment within each branch/center.
Th e Manager Client Service – Investment Management (MCS) is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced branch ensuring a positive working environment, change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.

ACCOUNTABILITIES:

• Supervise and manage day-to-day operations of the Branch
• Coach and develop employees to proactively identify client product and services needs and deliver on the business sales, advice strategies and individual goals
• Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectives
• Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff
• Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
• Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
• Actively participate and contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback as required
• Contribute to operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience
• Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
• Provide leadership for all national and branch projects and initiatives
• Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early
• Assist the support team with day to day problem resolution and escalation requests
• Ensure employees are knowledgeable and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

SKILLS REQUIRED:

• 7+ years of related people manager experience
• Deep knowledge of Wealth Management, industry, and markets
• Possess excellent people management, coaching, and stakeholder management experience
• Requires strong process management knowledge and understanding of the business and operational function areas supported
• Possess excellent decision making skills
• Effectively able to handle critical and/or high-risk issues

Education Requirements :

• Post-secondary/university degree
• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months.

WHO 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 deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Please refer the Job description for details