Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview :

TD Wealth Private Wealth Management is a premier full-service brokerage and investment management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling the comprehensive needs of mass affluent and high net worth clients with world-class advice and legendary client experiences.
The Private Wealth Management (PWM) team within PIA National Office is looking for highly motivated, results-driven individuals to join our team. As a Centralized Manager Client Service, Investment Management (CMCS) you will lead and coach up to 16 Centralized Client Service Associates (CCSAs) who provide phone-based and digital support to Investment Advisors. Our goal is to provide best in class support to Investment Advisors and their clients across Canada. Through proactive support and operational excellence, the team continually adds value to Investment Advisors' practices by allowing them to focus on building client relationships and growing our business.

Job Description :

The Centralized Manager Client Service, Investment Management (CMCS) is responsible for leading service delivery, motivating and developing a team of Centralized Client Service Associates dedicated to supporting Investment Advisors across the country. Reporting to the Group Manager, the CMCS contributes to the achievement of business goals through effective coaching, management and teamwork. The CMCS is also accountable for all aspects of people management including recruitment, training, career development and performance management. The ability to set and achieve goals with complete ownership of performance and results is key to success in this role.
The CMCS will communicate regularly with and gain feedback from the Investment Advisors, field MCSs and BMs. Using strong communication, active listening and problem-solving skills, the CMCS will work with his/her peers to identify and make recommendations for business/process improvements while collaborating with various business partners across multiple locations. They also monitor and report on service levels, initiating plans for improvement as required. Finally, the CMCS identifies and resolves complex or sensitive service issues in addition to acting as the escalation point for IAs/field MCSs/BMs with serious service issues/concerns.
Specific Responsibilities:

• Lead, coach and model exceptional service delivery at every interaction with Associates who represent both PIA and PIC LOBs.
• Oversee the day to day activities of the team, leading and coaching the team on strategies to improve the overall service delivery experience
• Coordinate the sharing of information, skills and knowledge among team members
• Provide regular feedback to CCSAs through quality coaching sessions
• Contribute to PWM objectives for timely and accurate, error free Operational Excellence
• Ensure necessary due diligence is taken to support the accuracy of all client transactions
• Resolve escalated issues, ensuring the interests of the firm, shareholder and client are considered
• Ensure all work meets with audit, regulatory and business guidelines
• Conduct the review of various different reports and communicating any trends and/or concerns to the management team
• Contribute to a respectful work environment for all employees through focusing on the employee experience and actively managing performance/behaviour issues in a timely and respectful manner
• Lead and apply the performance management process, supporting employees in their career and performance development
• Lead/support initiatives and projects that strengthen the service culture within the organization
• Investigate and implement service improvements, and be a change leader
• Build and maintain strong working relationships with the IAs and field BMs and MCSs
• Professionally represent PWM National Office in all interactions

Job Requirements :

• Previous supervisory or management experience
• Proven client service, leadership and business planning skills
• Must be able to work well independently and as a part of a larger management team
• Possess strong judgment and problem-solving skills
• Excellent oral, written, interpersonal and relationship building skills
• Use impact and influence skills to guide others to a desired conclusion and have the ability to hold them accountable
• The ability to change direction quickly and effectively is essential
• Flexibility and change leadership skills are required
• Proven organizational, multitasking and time-management skills are required
• A solid understanding of operations, LEI and the Sales and Client Engagement Model is critical to coaching success
• Knowledge of PIA products, systems, and procedures
• Strong organizational awareness
• Understanding of the Private Investment Advice and the Private Investment Council businesses; securities industry regulations, procedures and legal framework
• Additional Language skill is an asset (e.g. French, Cantonese, Mandarin)
• IIROC licensing (IR/RR/Supervisor) is an 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 programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet