JOB DESCRIPTION:

Private Wealth Management Wealth Advice provides high-net worth and ultra-high-net client segments 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, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.
The Manager Client Services - Specialized Services is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced Center ensuring a positive working environment, effective change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.

ACCOUNTABILITIES:

• Lead, coach, develop and oversee a diverse team of Private Client Service Associates (PCSA) and other Centre support staff
• Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
• Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectives
• Lead operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience
• Provide guidance on addressing client complaints, and when needed manage and escalate client concerns
• Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
• Lead change management initiatives to ensure implementation is smooth and adoption is early
• Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
• Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.

SKILLS REQUIRED:

• 5+ years of related people manager experience
• Deep knowledge of Wealth Management, industry, and markets
• Requires strong knowledge of Retail Banking systems, applications, processes and procedures
• 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
• Canadian Securities Course (CSC)

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