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Investment Management Client Services Supervisor

The Toronto-Dominion Bank (Canada)

Drive superior client care as an Investment Management Client Services Supervisor at TD. Lead a team delivering tailored investment advice to high-net-worth individuals. TD Wealth Management seeks a seasoned supervisor with over seven years of people management experience. Your role will entail coaching employees while promoting diversity and enhancing the overall client experience. With a strong focus on effective decision-making, you will lead improvements and manage operational efficiencies within the branch. Key Responsibilities:

  • Oversee daily operations and team performance
  • Coach staff to recognize client needs
  • Lead recruitment to enhance workforce diversity
  • Implement policies for client service quality
  • Resolve daily issues and escalate as needed
Requirements:
  • Minimum 7 years of related management experience
  • Strong Wealth Management expertise required
  • CIRO licensing as an Investment Representative
  • Excellent stakeholder management skills
  • Necessary post-secondary education
Empower your team and deliver customized investment solutions at TD Wealth Management. #J-18808-Ljbffr

Vacancy posted 8 days ago
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