03 Nov
|
TD Bank Group
|
Vancouver
03 Nov
TD Bank Group
Vancouver
Drive private wealth practice enhancement in Vancouver through advisory coaching, practice discovery, and solution development for HNW teams. This full time role is onsite.
As a Senior Practice Consultant at TD Wealth, you will advise Private Investment Advice teams across practice lifecycle stages. You will apply expertise in value proposition creation, discovery, planning, investment management, and practice optimization. Your work supports Advisor growth, efficiency, client experiences, and sustainable market share.
Key Responsibilities:
- Diagnose and assess HNW advisory practices
- Deliver one-on-one, team, and group coaching
- Develop solutions across Practice Management disciplines
- Implement tactical initiatives for leaders and Advisors
- Support prospecting,
referrals, consolidation, and team efficiency
Requirements:
- Proven HNW advice and solutions delivery record
- 10 plus years sales leadership, coaching, training, or advisory experience
- Excellent presentation and coaching skills
- Knowledge of TD Wealth products, systems, procedures, and structure
- Strong communication, influence, collaboration, and problem-solving abilities
Bring private wealth advisory expertise, coaching strength, and practice optimization skills to TD Wealth’s Vancouver consulting team.
📌 Senior Private Wealth Practice Consultant (Vancouver)
🏢 TD Bank Group
📍 Vancouver