Job Overview Work Location: Vancouver, British Columbia, Canada Hours: 37.5 hours per week Line of Business: Business Management, Strategy & Support Pay Details: $96,900 - $136,800 CAD Key Responsibilities - Conduct deep discovery and analysis of Financial Planning (FP) practices to identify strengths, opportunities, and what matters most to planners.

- Deliver thought leadership and coaching to individuals and teams, both in group settings and one‑on‑one engagements.
- Equip Financial Planners to grow through greater efficiency, optimal practice management, and enhanced client experience.
- Support planners in prospecting, internal referrals, consolidation strategies, brand consistency, and team development.
- Implement tactical Practice Management initiatives at both the leader and planner level.
- Partner closely with National Office and TD enterprise teams to provide end‑to‑end support for FP practices.
- Stay current on FP programs, tools, and resources (e.g., Wealth Case Management, FP Direct, FP Roadshows, and digital advice platforms).
- Promote continuous improvement, leveraging best practices from FP Roadshows, coaching programs, and peer learning opportunities.



Job Requirements - Proven track record in delivering advice and solutions to clients in Financial Planning.
- 7+ years of Sales Leadership, Coaching, Training, and/or Advisory experience.
- Excellent presentation skills, with experience in both individual and group coaching.
- Forward‑looking thought leader with strong problem‑solving skills and a pragmatic approach to practice optimization.
- Ability to manage multiple initiatives and demonstrate discipline around timelines, implementation, and sustainment.
- Strong influencing skills and ability to drive accountability and guide others to desired outcomes.
- Knowledge of TD Wealth FP products, systems, procedures, and structure.
- Understanding of the Financial Planning business, regulations, and procedures.
- Subject Matter Expertise and/or industry certifications/accreditations such as CFP, QAFP, PFP, CSC, IFIC, CFA considered an asset.
- Team player with strong team-oriented skills and experience partnering across business units.
- Exceptional communication skills, able to engage a diverse audience.
- Coaching designations (e.g., ACC, PCC through ICF) and consulting certifications (e.g., Kolbe, StrengthsFinder, DISC, Myers‑Briggs) considered an asset.

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