Investment Management Client Services Supervisor

Drive superior client care as an Investment Management Client Services Supervisor at TD. Lead a team delivering tailored investment advice to high-net-worth individuals.
TD Wealth Management seeks a seasoned supervisor with over seven years of people management experience. Your role will entail coaching employees while promoting diversity and enhancing the overall client experience. With a strong focus on effective decision-making, you will lead improvements and manage operational efficiencies within the branch.
Key Responsibilities:
• Oversee daily operations and team performance
• Coach staff to recognize client needs
• Lead recruitment to enhance workforce diversity
• Implement policies for client service quality
• Resolve daily issues and escalate as needed
Requirements:
• Minimum 7 years of related management experience
• Strong Wealth Management expertise required
• CIRO licensing as an Investment Representative
• Excellent stakeholder manageme...