Job Description
Join TD Wealth as the Client Services Manager in Montréal, Quebec, delivering high-quality client interactions and managing a talented team. Emphasize continuous improvement and operational excellence.
In this pivotal role at TD Wealth, you will lead the client services team by overseeing branch operations and guiding staff development. Focus on enhancing client experiences through proactive engagement and effective decision-making while maintaining compliance with regulations. Candidates must have a solid background in investment management and a drive for teamwork.
Key Responsibilities:
• Manage branch daily operations and team dynamics
• Develop employees to meet business objectives effectively
• Oversee recruitment for diverse support roles
• Promote an inclusive work environment through training
• Lead projects and improvements for operational efficiency
Requirements:
• At least 7 years in personnel management
• Extensive knowledge of wealth managemen...
In this pivotal role at TD Wealth, you will lead the client services team by overseeing branch operations and guiding staff development. Focus on enhancing client experiences through proactive engagement and effective decision-making while maintaining compliance with regulations. Candidates must have a solid background in investment management and a drive for teamwork.
Key Responsibilities:
• Manage branch daily operations and team dynamics
• Develop employees to meet business objectives effectively
• Oversee recruitment for diverse support roles
• Promote an inclusive work environment through training
• Lead projects and improvements for operational efficiency
Requirements:
• At least 7 years in personnel management
• Extensive knowledge of wealth managemen...