Join TD in Vancouver as a Practice Consultant and drive transformation within Financial Planning teams. This role focuses on enhancing practice management and delivering tailored coaching to Financial Planners.
With a solid background in Financial Planning and over seven years of advisory experience, the Practice Consultant will assess and diagnose planning practices while fostering an environment of continuous improvement. As you engage with Planning teams, you will implement strategic initiatives that contribute to practice growth and improve client relationships.
Key Responsibilities:
• Analyze Financial Planning practices for improvement
• Provide bespoke coaching to teams and individuals
• Assist planners in maximizing practice efficiency




• Implement actionable Practice Management strategies
• Partner with internal teams to enhance support
Requirements:
• Minimum 7 years in Coaching or Sales Leadership
• Proven experience in Financial Planning and client advising
• Solid problem-solving skills and leadership qualities
• Familiarity with TD Wealth structures and regulations
• Industry certifications like CFP considered a plus
Leverage your expertise in facilitating transformative changes in Financial Planning at TD in Vancouver.
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📌 Vancouver Practice Consultant Position
🏢 TD Bank Group
📍 Vancouver