Opportunity Description
Elevate client satisfaction as a Client Services Manager for TD Wealth in London, Ontario. Oversee branch operations while enhancing team performance and client experience.
In this managerial role focused on Investment Management, you will guide daily branch operations and mentor support staff, ensuring strategic goals are met. Your leadership will foster an inclusive environment while directly impacting client engagement and satisfaction.
Key Responsibilities:
• Supervise daily branch operations for optimal service delivery
• Coach employees on client product and service needs
• Lead recruitment and training of branch support staff
• Monitor team performance and address issues promptly
• Oversee operational improvements and current policy implementations
Requirements:
• 7+ years of people management experience
• Deep knowledge of Wealth Management and investment markets
• Must be licensed as an Investment Representative (IR)
• Robust decision-making...
In this managerial role focused on Investment Management, you will guide daily branch operations and mentor support staff, ensuring strategic goals are met. Your leadership will foster an inclusive environment while directly impacting client engagement and satisfaction.
Key Responsibilities:
• Supervise daily branch operations for optimal service delivery
• Coach employees on client product and service needs
• Lead recruitment and training of branch support staff
• Monitor team performance and address issues promptly
• Oversee operational improvements and current policy implementations
Requirements:
• 7+ years of people management experience
• Deep knowledge of Wealth Management and investment markets
• Must be licensed as an Investment Representative (IR)
• Robust decision-making...
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