Client Service Investment Manager
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Lead client service in Toronto with coaching, problem-solving, and people-management expertise at TD’s Investment Management business. This role works 37.5 hours weekly.
As Centralized Manager Client Service, Investment Management, you lead Centralized Client Service Associates supporting Investment Advisors nationwide. Reporting to the Group Manager, you manage recruitment, training, career development, performance management, and service delivery. Success requires ownership of performance and results.
Key Responsibilities:
- Lead and coach Associates supporting PIA and PIC lines of business
- Oversee daily team activities and service delivery strategies
- Provide regular feedback through quality coaching sessions
- Resolve complex escalated issues for Advisors and partners
- Monitor reports, trends, service levels, and improvement plans
Requirements:
- Previous supervisory or management experience
- Proven client service, leadership, and business planning skills
- Strong judgment, problem-solving, and relationship-building abilities
- Knowledge of PIA products, systems, and procedures
- Understanding of securities regulations and legal frameworks
Apply your leadership, coaching, and client service expertise to strengthen Investment Management support at TD in Toronto.
-
Toronto, Ontario, Canada Hillsdale Investment Management Inc. Full-timeOperations Associate, Private Client Investment Services This range is provided by Hillsdale Investment Management Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: CAD $70,000.00/yr - CAD $90,000.00/yr Direct message the job poster from Hillsdale Investment Management Inc. OPERATIONS...
-
Operations manager
9 hours ago
toronto, ontario, Canada TDS Personnel Full-timeTDS Personnel seeks an Operations Manager for an investment management client in Toronto. The role blends day-to-day execution with strategic problem solving, overseeing portfolio management system administration, client reporting, onboarding, and operational improvements.Key responsibilities include reconciliations, transaction review, onboarding, and...
-
Client Services Manager
1 day ago
Toronto, Ontario, Canada Felix Full-timeFelix is a North American-based talent and organizational advisor with over 30 years of successful client engagements. Felix offers a partnership with a team of thought leaders who deliver integrated solutions specializing in talent and business transformation. Our tailored solutions include recruiting top talent, leadership and executive development,...
-
Client Services Manager
1 day ago
Toronto, Ontario, Canada ROSS Full-timeDue to exceptional growth Medgate would like to add a Client Services Manager to their team. Headquartered in Toronto, Ontario, Canada, for over 20 years they have developed one of the market's most advanced Occupational Health & Safety software technologies. Their clients are generally large in nature with an emphasis on chemical, utility, pharmaceutical,...
-
Manager, Client Services
1 day ago
Toronto, Ontario, Canada CAAT Pension Full-timeAt CAAT, we’re passionate about what we do. And it shows!Here, you’ll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different at CAAT. It *is* different. We’re one of the fastest-growing pensions in the country for a reason. We...
-
Manager, client services
15 hours ago
toronto, ontario, Canada CAAT Pension Plan Full-timeAt CAAT, we’re passionate about what we do. And it shows!Here, you’ll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different at CAAT. It is different. We’re one of the fastest-growing pensions in the country for a reason. We challenge...
-
Client Services Manager at Medgate
1 day ago
Toronto, Ontario, Canada ROSS Full-timeElevate client satisfaction as a Client Services Manager at Medgate in Toronto. Empower clients in various industries with advanced Occupational Health and Safety software solutions while driving project success. Medgate is seeking a Client Services Manager to act as the primary liaison for their valued clients. This role requires defining client needs,...
-
Manager, AdminAdvantage Client Services
1 day ago
Toronto, Ontario, Canada Manulife/John Hancock Full-timePosition ResponsibilitiesTeam Leadership & Delivery (30%)Lead, coach, and develop a team of Client and Account Specialists responsible for delivering client implementations and ongoing serviceSet direction and elevate capability across the team, ensuring strong expertise in managing complexity, risk, and high-impact client relationshipsOversee workforce...
-
Client Service Transformation Manager
1 day ago
Toronto, Ontario, Canada Altis Technology Full-timeLead client service transformation in Toronto through fund operations expertise, hybrid work, and strong stakeholder communication across financial services teams.This 12-month contract suits an experienced Manager overseeing daily operations while delivering major back-office transformation. You will support fund operations, client servicing, operational...
