Manager I

🔥 7 minutes ago

🇨🇦 Canada – Remote

đź’µ $69.7k - $98.4k / year

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź‘” Manager

Apply Now
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Logo of TD

TD

10,000+ employees

Founded 1855

🏦 Banking

đź’¸ Finance

🛡️ Insurance

đź’° Grant on 2023-10

Banking • Finance • Insurance

TD is one of North America's biggest banks offering a wide range of banking services including personal and business banking, insurance, wealth management, and securities. TD is committed to sustainability, diversity, equity, and inclusion, ensuring a supportive and inclusive workplace where employees are empowered to grow. The bank provides various roles and career opportunities across different regions with a focus on community impact and professional development. TD's culture is defined by care and respect, aimed at benefiting their business performance, customers, and communities.

đź“‹ Description

• Lead service delivery and motivate and develop a team of Centralized Client Service Associates supporting Investment Advisors across the country • Report to the Group Manager and contribute to business goals through coaching, management and teamwork • Manage recruitment, training, career development and performance management • Communicate with Investment Advisors, field MCSs and BMs and gather feedback • Identify and recommend business and process improvements with peers and business partners across multiple locations • Monitor and report on service levels and initiate improvement plans • Identify and resolve complex or sensitive service issues and act as an escalation point • Lead, coach and model exceptional service delivery for Associates supporting PIA and PIC lines of business • Oversee day-to-day team activities and improve service delivery • Coordinate information, skills and knowledge sharing among team members • Provide regular quality coaching and feedback • Contribute to timely, accurate and error-free Operational Excellence • Ensure due diligence and transaction accuracy • Resolve escalated issues while considering firm, shareholder and client interests • Ensure work meets audit, regulatory and business guidelines • Review reports and communicate trends and concerns to management • Manage performance and behaviour issues respectfully • Lead performance management and support career and performance development • Lead or support service-culture initiatives and projects • Investigate and implement service improvements and lead change • Build relationships with Investment Advisors, field BMs and MCSs • Represent Wealth National Office professionally

🎯 Requirements

• Previous supervisory or management experience • Proven client service, leadership and business planning skills • Ability to work independently and as part of a larger management team • Strong judgment and problem-solving skills • Excellent oral, written, interpersonal and relationship-building skills • Ability to use impact and influence skills to guide others and hold them accountable • Ability to change direction quickly and effectively • Flexibility and change leadership skills • Proven organizational, multitasking and time-management skills • Solid understanding of operations, LEI and the Sales and Client Engagement Model • Knowledge of PIA products, systems and procedures • Strong organizational awareness • Understanding of the Private Investment Advice and Private Investment Council businesses, securities industry regulations, procedures and legal framework • Additional language skill is an asset, including French, Cantonese or Mandarin • IIROC licensing (IR/RR/Supervisor) is an asset

🏖️ Benefits

• Base salary • Variable compensation • Health and well-being benefits • Savings and retirement programs • Paid time off • Banking benefits and discounts • Career development • Reward and recognition programs • Regular development conversations • Training programs • Online learning platform • Mentoring programs • Training and onboarding sessions • Interview accommodations, including accessible meeting rooms and captioning for virtual interviews

Apply Now

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