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Dir. II, Service à la clientèle, Gestion des placements

Barrie, ON
  • Nombre de poste(s) à combler : 1

  • À discuter
  • Date d'entrée en fonction : 1 poste à combler dès que possible

Work Location:

Barrie, Ontario, Canada

Hours:

37.5

Line of Business:

Gestion de patrimoine TD

Pay 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:

This role is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced branch ensuring a positive working environment, change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements. Primary Businesses: Private Investment Advice, Private Investment Counsel

CUSTOMER:
• Contribute to operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience
• Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
• Provide leadership for all national and branch projects and initiatives;
• Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early
• Actively participate and contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback as required
• Assist CSA team with day to day problem resolution and escalation requests
• Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
• Provide leadership for all national and branch projects and initiatives;
• Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early

SHAREHOLDER:
• Supervise day-to-day operations / activities, balance workloads, ensure compliance to internal / external requirements and the achievement of service level standards
• Coach and develop employees to proactively identify client product and services needs and deliver on the business sales, advice strategies and individual goals
• Resolve escalated matters and refer complex issues / situations beyond own level of expertise
• Ensure adherence to operating standards and processes- perform quality checks and validation of work
• Review and/or update procedures ensuring all functions and systems are well documented
• Ensure necessary due diligence to support the accuracy of all client transactions / activities
• Follow and ensure employees understand and apply bank operating policies and procedures
• Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE TEAM:
• Lead, coach, develop and oversee a diverse team of Client Service Associates and other branch support staff
• Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
• Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
• Share knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams
• Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
• Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectives
• Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
• Act as a brand champion for the business area/function and the bank, both internally and/or externally

BREADTH & DEPTH
• Lead a team and oversees the most complex or diverse operations or functional area (for PIC and PIA as well as Largest revenue generating NIAT Branches) - impact a significant part of the organization and entail leading teams in completing multiple step transactions / processes / activities that may involve numerous systems and/or jurisdictions, and range in complexity from medium to high
• Requires strong process management knowledge and understanding of the business and operational function areas supported
• Manages team requiring workforce to decision on acceptable level of risk- Moderate to High risk potential (loss/reputational) for functional area
• Plans, organizes and coordinates the activities for own area and resolves operational issues and work focus time horizon is generally medium term
• Decision making authority and ambiguity and nature of issues managed are generally more complex, risk oriented, time sensitive and/or impacts a significant part of the organization
• Effectively handles critical and/or high risk issues, determining the most appropriate course of action for resolution
• Generally reports to the Branch Manager

EXPERIENCE & EDUCATION:
• Post-secondary/university degree
• 7+ years of related people manager experience'
• Canadian Securities Course (CSC)
• Registered with IIROC as an Investment Representative or Registered Representative

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

Renseignements supplémentaires :
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.

Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d’emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.

Perfectionnement des collègues
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.

Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.

Processus d’entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.


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:

N/A.

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