Elevate Financial Planning practices in Vancouver with your expertise as a Practice Consultant. Shape the future of financial services by enhancing client experiences and promoting efficiency across the board. This role focuses on coaching, strategic guidance, and optimizing practices for financial planners. You will conduct in-depth analysis to identify key strengths and areas of chance for planners, while delivering leadership in group settings and one-on-one engagements.

Your impact will facilitate growth through improved practice management, client relations, and effective teamwork. Key Responsibilities:
Conduct discovery and analysis of financial planning practices
Deliver thought leadership through coaching sessions




Equip planners with tools for optimal client experiences
Support prospecting and team development initiatives
Partner with internal teams for comprehensive support Requirements:
7+ years of experience in sales leadership or advisory roles
Excellent presentation and coaching skills
Robust problem-solving and influencing capabilities
Knowledge of TD Wealth FP systems and products
Relevant industry certifications such as CFP or CFA Drive impactful change and support financial planners' success through your expertise.

📌 Financial Planning Practice Consultant Vancouver (Canada)
🏢 TD Bank
📍 Canada