Practice Consultant, Financial Planning

TD•Vancouver, BC

3d•CA$96,900 - CA$136,800•Onsite

About The Position

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. 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.

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.
Team player with strong collaborative skills and experience partnering across business units.
Exceptional communication skills, able to engage a diverse audience.

Nice To Haves

Subject Matter Expertise and/or industry certifications/accreditations such as CFP, QAFP, PFP, CSC, IFIC, CFA considered an asset.
Coaching designations (e.g., ACC, PCC through ICF) and consulting certifications (e.g., Kolbe, StrengthsFinder, DISC, Myers-Briggs) considered an asset.

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.