sales and marketing manager
Title posted on CareerBeacon -
Manager Client Services II - Investment Management
Posted on
June 16, 2024
by
Employer details
TD Bank
Job details
Work Location:Hamilton, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Department Overview :Private Investment Advice TD Waterhouse is one of the largest brokerage firms offering comprehensive services suitable for investors who want to establish a personalized relationship with a professional, dedicated investment advisor. Private Investment Advice TD Waterhouse offers a full range of advisory investment solutions. As an important member of one of the four National Sales regional management teams, you will actively participate in supporting the directors and staff of branches in your region and in that of our customers. In addition, you will need to allow our business to achieve its goals.Job Description :The Manager, client Service (MCS) manages a team of sales assistants and branch support staff, while promoting a positive customer and employee experience and increasing shareholder value. MCS oversees and performs control and administrative tasks, identifies and implements process improvements, and submits operational and technical issues to key partners.The MCS also oversees the day-to-day operations of a dynamic branch to ensure proper audits, customer focus, a positive work environment, change management, consistent process improvements and compliance with regulatory and control requirements , which are constantly evolving. In addition, the MCS is responsible for developing and developing a talented employee pipeline to ensure that the branch remains strong and competitive, so that it can attract the best people, both internally and 'external.Provide legendary customer experience.In collaboration with our Operations, Wealth Management and Compliance group partners, invite and support the team to identify and implement process improvements that will last over time, while fostering employee engagement, customer experience and compliance with regulatory requirements.Contribute to the achievement of the branch's objectives.Lead, inspire and develop a united and high performing team.Actively promote the "One TD" brand and build TD's reputation in the community by participating in diversity, non-profit and community affairs groups, and by participating in initiatives and fundraising .Job Requirements :Registration with the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (PR) or a Registered Representative (RI).The ideal candidate will have a minimum of 5 years of experience in the wealth management industry and will therefore have solid personnel management skills.Branch Manager (DS) registered with IIROC is a significant asset.Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training
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LocationHamilton, ON
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2079062
Advertised until
2024-07-15
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