TD Wealth Financial Planning Consultant (British Columbia)

TD Wealth Financial Planning Consultant (British Columbia)

18 Aug
|
TD Bank Group
|
British Columbia

18 Aug

TD Bank Group

British Columbia

Advance your career with TD Wealth as a Financial Planning Practice Consultant located in Vancouver, British Columbia. This role supports Financial Planners in enhancing their practice and client engagement.

As a Practice Consultant, you will leverage over seven years of experience in Sales Leadership or Financial Planning to consult with teams dedicated to improving their service delivery. Engage in deep analysis, and empower Financial Planners through targeted coaching and strategic advice for optimal practice management.

Key Responsibilities:
• Facilitate deep discovery sessions with Financial Planners
• Provide expert coaching and leadership across teams
• Enhance the overall client experience through efficiency




• Support planners in developing their internal marketing strategies
• Collaborate closely with TD's national support teams

Requirements:
• 7+ years of experience in Financial Planning or Advisory
• Excellent individual and group coaching capabilities
• Strong knowledge of Financial Planning regulations
• Relevant industry certifications, such as PFP or QAFP
• Robust collaboration and communication skills

Engage with TD Wealth and elevate Financial Planning practices through your expertise in Vancouver.
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📌 TD Wealth Financial Planning Consultant (British Columbia)
🏢 TD Bank Group
📍 British Columbia

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