Investment Management Client Services Manager

Elevate your career at TD Wealth in Aurora as a Manager of Client Services II in Investment Management. This role demands expertise in wealth management and exemplary team leadership.

As a Manager in Client Services II, you will lead a skilled branch team, fostering a positive environment while managing day-to-day operations. You'll be integral in coaching staff to identify client needs while achieving business objectives. This position emphasizes the importance of diversity, inclusion, and professional growth within the TD Wealth framework.

Key Responsibilities:

• Oversee branch daily operations and ensure smooth functioning

• Coach team to enhance service quality and meet sales goals

• Recruit and develop a diverse team of support staff

• Coordinate ongoing training programs for team success

• Lead change management initiatives to enhance client experience

Requirements:

• 5+ years of related people management experience

• In-depth knowledge of Wealth Management and market trends

• Strong skills in coaching and stakeholder engagement

• Ability to manage complex and high-risk situations

• Post-secondary education, willing to become licensed

Harness your skills in team leadership and wealth management to drive excellence at TD Wealth.