Investment Management Team Lead

4 weeks ago


Hamilton, Ontario, Canada TD Bank Full time
Client Services Manager Role - Investment Management

Sector: TD Wealth Management

TD Wealth Management offers a comprehensive range of investment services to help clients achieve their financial goals. As a Client Service Manager, you will be responsible for managing a team of sales assistants and branch support staff, while promoting a positive customer and employee experience and increasing shareholder value.

The successful candidate will oversee and perform control and administrative tasks, identify and implement process improvements, and submit operational and technical issues to key partners. In addition, the Client Service Manager will be responsible for developing and nurturing a talented employee pipeline to ensure the branch remains strong and competitive, attracting the best people both internally and externally.

Key Responsibilities:

  1. Manage a team of sales assistants and branch support staff
  2. Oversee and perform control and administrative tasks
  3. Identify and implement process improvements
  4. Develop and nurture a talented employee pipeline
  5. Ensure compliance with regulatory and control requirements

Requirements:

  1. Minimum 5 years of experience in the wealth management industry
  2. Solid personnel management skills
  3. Registration with the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (PR) or a Registered Representative (RI)

About TD Bank:

TD is a global leader in the financial services sector, providing legendary customer experience to over 27 million households and businesses in Canada, the United States, and around the world. We are guided by our vision to be a better bank and our goal to enrich the lives of our customers, communities, and colleagues.

At TD, we believe every colleague, regardless of their area of expertise, is in contact with customers. Our Total Rewards program reflects the investments we make to help our colleagues and their families achieve their mental, physical, and financial well-being goals.

Colleague Development:
You will have regular conversations about career development, improvement, and performance with your manager. A variety of mentoring programs and an online learning platform will also be available to help you open new doors.
Training and Onboarding:
We will ensure you have the tools and resources you need to succeed in your new role by organizing onboarding and training sessions.
Language Requirements:
N/A


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