Manager Client Services Ii

2 months ago

Halifax, Canada TD Bank Full time

**Work Location**:
Halifax, Nova Scotia, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
$62,300 - $93,500 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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 Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team

  • Administrator Ii, Commercial and Lending Services

    2 days ago

    Halifax, Canada Atlantic Central Full time

    **Who WE Are**: Atlantic Central is the trade association for credit unions in Atlantic Canada. We deliver quality results and offer a collaborative and community focused work environment in which to do it. Our employees' wellbeing is a top priority, and we underscore that with flexible working arrangements, personal days, and even birthdays off, to enable...

  • Director, Client Account Management

    7 months ago

    Halifax, Canada MUFG Investor Services Full time

    **Company Description** MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG - one of the largest banks in the world with $2.8 trillion in assets - we provide clients access to a range of leading solutions from fund administration, middle-office...

  • Client Services Manager

    3 weeks ago

    Halifax, Canada Nova Scotia Provincial Housing Agency Full time

    **Client Services Manager** **Metropolitan District** **Location: Halifax** **Type of Employment: Full-time, Permanent** **Union Status: Excluded (Non-Union)** **Competition # 24182** **Closing Date: January 3, 2025** About Us Nova Scotia Provincial Housing Agency (NSPHA) is the provincial government agency responsible for the administration and...

  • Client Services Coordinator

    2 months ago

    Halifax, Canada Safety Services Nova Scotia Full time

    Job Summary: Safety Services is the leading provincial Not for Profit training provider that specialises in Road Safety, Firearms Safety, Motorcycle Training & Occupational Health & Safety. Safety Services NS is currently looking for an experienced **Client Services Coordinator **to support the administrative requirements of our clients. This role will be...

  • Client Services Coordinator

    6 months ago

    Halifax, Canada Safety Services Nova Scotia Full time

    Job Summary: Safety Services is the leading provincial Not for Profit training provider that specialises in Road Safety, Firearms Safety, Motorcycle Training & Occupational Health & Safety. Safety Services NS is currently looking for an experienced **Client Services Specialist** to support the administrative requirements of our clients. This role will be...

  • Level Ii Dental Assistant

    7 months ago

    Halifax, Canada Calian Full time

    Calian is proud to continue a long-standing contractual relationship with the Department of National Defence (DND) to provide healthcare services to the Canadian Armed Forces. Through the Health Care Provider Contract, Calian employs health care professionals across Canada who are integral to supporting the health and wellbeing of our military...

  • Client Service Manager

    7 months ago

    Halifax, Canada Paladin Security Full time

    Client Service Manager **TYPICAL DUTIES & RESPONSIBILITIES**: - Ensures all staff within his/her portfolio has adequate training based on industry, corporate and client standards. - Provides motivational and disciplinary discussions with all staff assigned within the portfolio as needed. - Ensures all sites have up to date and complete Site Orders both in...

  • Maintenance Ii

    4 days ago

    Halifax, Canada The Armour Group Limited Full time

    The Armour Group Limited is one of the leading construction and development companies in Atlantic Canada. With its dedicated team of professionals, The Armour Group Limited continues a proud history of creating a sense of place in Nova Scotia - carefully designing, developing, constructing and operating some of our region’s most iconic buildings. With more...

  • Client Executive Ii

    7 months ago

    Halifax, Canada TD SYNNEX Full time

    **About The Role**: Supports partners in nationwide and global efforts. Identifies, develops and manages multiple brand customer relationships at a corporate management level to position TD SYNNEX's overall value while providing local TD SYNNEX management with strategic direction and plan implementation to drive maximum market share **What We're Looking...

  • Client Services Manager

    6 months ago

    Halifax, Canada Shannex Full time

    If you take pride in being compassionate, honest, professional, and safe, consider an exciting and rewarding career at Shannex. Our communities offer more than a place to work - they welcome and celebrate Great People who inspire meaningful connections while Leading the Way to Better Living. We are searching for a **Client Services Manager** to join our...

  • Client Services Manager

    6 months ago

    Halifax, Canada Shannex Full time

    If you take pride in being compassionate, honest, professional, and safe, consider an exciting and rewarding career at Shannex. Our communities offer more than a place to work - they welcome and celebrate Great People who inspire meaningful connections while Leading the Way to Better Living. We are searching for a **Client Services Manager** to join our...

  • Youth Care Worker Ii

    3 months ago

    Halifax, Canada IWK Health Centre Full time

    **Company** : IWK Health**: **Req ID**:189773 **Department/Program**:Halifax Community Mental Health, Mental Health And Addictions **Location**: Halifax **Type of Employment**:Permanent Hourly FT (100% FTE) x 1 position(s) **Start Date**: November 2024 **Union Status**: NSGEU Hlthcare, Healthcare Bargaining Unit **Compensation**: $29.122**: - **$36.9515...

  • Staff Cook Ii, Food Services

    2 months ago

    Halifax, Canada IWK Health Centre Full time

    **Company**: IWK Health**: **Requisition ID**:188558** **Location**:Halifax** **Type of Employment**:Casual Relief x **1** position(s)** **Start Date**:ASAP** **Union Status**:Unifor Service**, **Support** Bargaining Unit** **Compensation**: $**21.7178****: - **$**24.6792**/hour** **Closing Date**:18 November 2024 **(Applications are accepted until 23:59...

  • Manager Commercial Client Services

    6 months ago

    Halifax, Canada BMO Financial Group Full time

    1675 Grafton Street Halifax Nova Scotia,B3J 0E9 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Building Service Advisor Ii

    4 months ago

    Halifax, Canada Halifax Regional Municipality Full time

    **Job Posting** The Building Service Advisor II assists with the effective and efficient operation of Facility Maintenance Service centres. As a member of a current team of five Service Advisors, the position is part of a team environment responsible for establishing initial work order priority levels and actioning any emergency requests through...

  • Strategic Client Service Manager

    1 month ago

    Halifax, Nova Scotia, Canada TD Bank Full time

    About TD BankTD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow.Job...

  • Client Service Manager

    6 days ago

    Halifax, Canada BFL Canada Full time

    Job Details Description **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and...

  • Client Service Manager

    6 days ago

    Halifax, Canada BFL CANADA Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Field Service Technician Ii

    6 months ago

    Halifax, Canada Leica Biosystems Full time

    Leica Biosystems’ mission of “Advancing Cancer Diagnostics, Improving Lives” is at the heart of our corporate culture. We’re a global leader in cancer diagnostics with the most comprehensive portfolio from biopsy to diagnosis. Our easy-to-use and consistently reliable offerings help improve workflow efficiency and diagnostic confidence. Our...

  • Client Solutions Manager, Private Client Services

    7 months ago

    Halifax, Canada Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...