Pay Details: $96,900 - $136,800 CAD

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.

Partner closely with National Office and TD enterprise teams to provide end‑to‑end support for FP practices.

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.

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.

Ability to manage multiple initiatives and demonstrate discipline around timelines, implementation, and sustainment.

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 solid collaborative skills and experience partnering across business units.

Coaching designations (e.g., Kolbe, StrengthsFinder, DISC, Myers‑Briggs) considered an asset. #

📌 Financial Planning & Analysis Advisor (Vancouver)
🏢 TD Bank
📍 Vancouver