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This role 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. Primary Businesses: Private Investment Advice, Private Investment Counsel
The Manager Client Services manages a team of Client Service Associates and other branch support staff by promoting a positive client and employee experience while increasing shareholder value. The role oversees and performs control and administration activities, identifies and implements process improvements and escalates operational and technical issues to key partners. Lead, coach and oversee activities of the Client Service Associates and other branch support staff Coordinates the implementation of new policies & procedures intended to improve the quality of service Lead and apply the performance management process, supporting employees in their personal and performance development by utilizing training and resources as appropriate Remain abreast of client feedback on service quality and coach the team to prevent issues and improve the client experience and related initiatives Provide leadership for all national and branch projects and initiatives; take the lead on change management to ensure implementation is smooth and adoption is early Coach and develop branch support staff - ensure performance objectives are set, feedback is provided, quality annual/mid-year assessments are completed and ongoing training and accreditation programs are in place
Educational/Accreditations: Undergraduate Degree or Community College Diploma preferred. Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (IR) or Registered Representative (RR)
Other Qualifications/Skills/Experience: Previous experience in people management is preferred Previous experience as a Branch Administrator in a brokerage environment is preferred Excellent communication and interpersonal skills Proven ability to deliver a high level of client service Detail oriented and highly organized Ability to work in a fast-paced, dynamic team oriented environment Proficient MS Office Suite
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.