Elevate high-net-worth client relations as a Client Services Manager at TD Wealth Management. Lead a dedicated team to deliver personalized investment advice and holistic financial solutions.
TD Wealth Management is looking for a Client Services Manager with over seven years of experience in people management. This role emphasizes coaching, operational excellence, and cultivating a diverse and inclusive workplace. You will work collaboratively to develop tailored wealth strategies and enhance client experiences through exemplary leadership.
Key Responsibilities:
• Supervise daily branch operations effectively
• Coach team to identify client service needs
• Lead recruitment and ensure workforce diversity
• Promote an inclusive team environment
• Implement changes to enhance client services
Requirements:
• Over 7 years in people management
• Deep understanding of Wealth Management
• Licensed Investment Representative with CIRO
• Strong decision-making ...