Practice Consultant, Financial Planning (Vancouver)

Practice Consultant, Financial Planning (Vancouver)

22 Oct
|
TD Bank Group
|
Vancouver

22 Oct

TD Bank Group

Vancouver

Lieu de travail : Vancouver, Colombie-Britannique, Canada

Horaire : 37.5

Secteur d’activité : Gestion des affaires, Stratégie et soutien

Détails de la rémunération : $96,900 - $136,800 CAD

La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.

Description du poste :

Additional Job Description Department Overview: At TD Wealth, Financial Planners are committed to delivering exceptional client outcomes and building world‑class practices. Our Practice Management Team is dedicated to coaching and developing Financial Planner, leaders, and support teams across TD Wealth’s Advice Businesses. Practice Consultants are skilled in diagnosing, assessing, and supporting practices at various stages, with a focus on Financial Planning.

Job Description: The Practice Consultant, Financial Planning, is responsible for driving practice enhancement, engagement, and coaching with Financial Planning teams.



This role serves as a subject matter expert, engaging with Financial Planners in a discovery and solution process, and delivering solutions that leverage the full scope of Practice Management across Value Proposition Creation, Discovery, Planning, and consulting on all aspects of running and growing a Financial Planning practice.

Key Responsibilities:

- Conduct deep discovery and analysis of 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.
- Solid 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 collaborative 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.

À propos de nous

La TD est un chef de file mondial dans le secteur des institutions financières. Elle est la cinquième banque en importance en Amérique du Nord de par son nombre de succursales. Chaque jour, nous nous efforçons de rendre chaque interaction, chaque produit et chaque expérience remarquablement humaine et agréablement simple à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent à profi

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

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