Commercial Manager leading field - approval sales, scheduling, and account growth for CSA Group’s global testing, inspection, and certification services. Managing teams, forecasts, escalations, and cross - regional projects.
About the role
- TD wealth management manager leading centralized client service teams supporting Investment Advisors. Coaching staff, overseeing operations, resolving escalations and improving service delivery.
Responsibilities
- 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
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
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