Manager Client Services II

2 weeks ago

Halifax Regional Municipality, Canada The Toronto-Dominion Bank (Canada) Full time

Description

:

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, includingPrivate 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 professionals 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.

The 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

·Assistthe supportteam 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 makingskills

·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, we work to deliver value for our clients every day.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Language Requirement (Quebec only):

Sans Objet

  • Manager Client Services Ii

    2 weeks 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...

  • Customer Service Professional

    2 weeks ago

    Halifax, Canada International Financial Group IFG Full time

    Our client, a top banking client in Canada is looking to hire a Customer Service Professional - Bilingual II for their team with a contract for 6 Months with potential extension or conversion to Permanent. This role is Hybrid. Tuesday/Wednesday/Thursday in the office for their Primary Location: Halifax Nova Scotia and Secondary Location: Montreal,...

  • Customer Service Professional

    2 weeks ago

    Halifax, Canada International Financial Group IFG Full time

    Our client, a top banking client in Canada is looking to hire a Customer Service Professional - Bilingual II for their team with a contract for 6 Months with potential extension or conversion to Permanent. This role is Hybrid. Tuesday/Wednesday/Thursday in the office for their Primary Location: Halifax Nova Scotia and Secondary Location: Montreal,...

  • Customer Service Professional

    2 weeks ago

    Halifax, Canada International Financial Group IFG Full time

    Our client, a top banking client in Canada is looking to hire a Customer Service Professional - Bilingual II for their team with a contract for 6 Months with potential extension or conversion to Permanent. This role is Hybrid. Tuesday/Wednesday/Thursday in the office for their Primary Location: Halifax Nova Scotia and Secondary Location: Montreal,...

  • Chef II Position in Food Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Nova Scotia Health and IWK Health Full time

    Job SummaryWe are seeking a qualified Staff Cook II to join our team in Food Services at IWK Health.About the RoleUnder the supervision of the Food Service Manager and Food Service Supervisor, the successful candidate will be responsible for preparing meals and snacks for patients at the IWK's Adolescent Intensive Services location.Key...

  • Client Advisor Intern

    6 months ago

    Halifax Regional Municipality, Canada Royal Bank of Canada> Full time

    Job SummaryWhile we are searching for candidates in Halifax, and all consideration will be given to position individuals with Halifax branch locations, this remains an HRM Market Resource opportunity, meaning successful candidates must be flexible for extra hours, evening and weekend scheduling and be mobile for scheduling in any of our branches within...

  • Client Advisor Intern

    6 months ago

    Halifax Regional Municipality, Canada Royal Bank of Canada> Full time

    Job SummaryWhile we are searching for candidates in Dartmouth, and all consideration will be given to position individuals with Dartmouth branch locations, this remains an HRM Market Resource opportunity, meaning successful candidates must be flexible for extra hours, evening and weekend scheduling and be mobile for scheduling in any of our branches within...

  • Field Service Technician Ii

    6 months ago

    Halifax, Canada NCR Full time

    About NCR NCR Corporation (NYSE: NCR) is a leader in transforming, connecting and running technology platforms for self-directed banking, stores and restaurants. NCR is headquartered in Atlanta, Ga., with 38,000 employees globally. NCR is a trademark of NCR Corporation in the United States and other countries. TITLE: Field Service Technician II LOCATION:...

  • Client Account Management Director

    4 weeks ago

    Halifax, Nova Scotia, Canada MUFG Investor Services Full time

    About the RoleMUFG Investor Services is seeking a highly skilled Client Account Management Director to join our team. The successful candidate will be responsible for managing client relationships and providing exceptional service to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with key decision makers and operations staff at our...

  • Director, Client Account Management

    6 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...

  • Senior Client Relationship Manager

    4 weeks ago

    Halifax, Nova Scotia, Canada MUFG Investor Services Full time

    Job SummaryMUFG Investor Services is seeking a highly skilled and experienced professional to join our team as a Senior Client Relationship Manager. In this role, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesDevelop and...

  • Bilingual Customer Service Representative

    2 weeks ago

    Halifax Regional Municipality, Canada Kelly Services, Inc. Full time

    Bilingual Customer Service Professional Kelly, in partnership with our client who is one of Canada’s Top 100 Employers and recognized as one of Canada’s Best Diversity Employers are hiring for a French Bilingual Customer Service Professional. The Bilingual Customer Representative will be responsible for managing all aspects of customer service...

  • Director, Client Account Management

    6 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 $ trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office...

  • Client Services Coordinator

    4 weeks 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

    5 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

    6 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

    5 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...

  • Client Services Manager

    5 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

    5 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...

  • Pharmacy Assistant II-FT Position

    4 weeks ago

    Halifax, Nova Scotia, Canada Lawtons Full time

    Pharmacy Assistant II-FT Job SummaryWe are seeking a skilled Pharmacy Assistant II-FT to join our team at Lawtons. As a Pharmacy Assistant II-FT, you will play a vital role in providing exceptional patient-centered care and exceeding patients' expectations.Key Responsibilities:Prescription assembly and data entryProcess customer transactions, including...