Senior Practice Consultant, Private Wealth Management

TD•Toronto, ON

8d•Onsite

About The Position

At TD Wealth, Advisors strive to deliver exceptional client outcomes, while building world class practices. That is why we have invested heavily in the expertise and capacity of our Practice Management Team, which we believe is best-in-class. Our team is dedicated to the coaching and development of Advisors, leaders and support teams in TD Wealth's Advice Businesses. Our Senior Practice Consultants are skilled in diagnosing, assessing, and helping practices at different stages. They are experienced in working with some of the top advisors and teams in the industry. Utilizing an unbiased lens, they do a deep discovery to analyze the practice, identify strengths and opportunities and get to know what is truly important to them. We focus on developing the critical skills and providing thought leadership that will drive legendary Client Experiences, Advisor and business growth to help grow sustainable market share. We work in close partnership with our National Office and the broader TD enterprise to provide end to end support to advisors on all facets of their personal and practice growth. This role is accountable to drive practice enhancement, engagement and coaching with HNW Advisory teams (Private Investment Advice). The incumbent will be a subject matter expert who will engage with Advisors in a practice discovery and solution process and serve as a consultant who delivers solutions that harness the full scope of Practice Management (PM) across Value Proposition Creation, Discovery, Planning and Investment Management, and consulting across all areas of running and growing a practice through various stages of the practice lifecycle. This individual will also be adept at implementing tactical Practice Management initiatives at the leader and Advisor level. The role will involve thought leader delivery for larger groups as well as deskside, one-on-one, advisory and team engagements. Areas of key focus will involve equipping the local Advisors to grow through greater efficiency and an optimal approach to their practice. They will also enhance the field's ability to build their books through prospecting, internal referrals, consolidation strategies, building a consistently delivered brand, providing tangible value, team development and team efficiency.

Requirements

Proven track record in the delivery of HNW advice and solutions to clients.
10 plus years Sales Leadership, Coaching, Training and/or Advisory experience.
Excellent presentation skills and a history of one on one and group coaching.
Forward looking thought leader, with problem solving skills, an understanding of advisory practice optimization and the ability to develop pragmatic effective solutions.
Manage multiple initiatives simultaneously and demonstrate proper discipline around timelines, implementation, and sustainment.
Ability to guide others to a desired conclusion and have the ability to influence and drive accountability.
Knowledge of TD Wealth products, systems, procedures and structure.
Understanding of Private Wealth Management business, regulations and procedures.
Team player that is able to help others understand complex issues and is able to influence a diverse group to a common goal.
Strong collaborative skills and experience partnering with business units.
Exceptional communication skills with the ability to communicate to a diverse audience.

Nice To Haves

Subject Matter Expertise and/or any industry certifications/accreditations such as CSC, IFIC, PFP, PFPc, CFP, CFA would be considered an asset.
Coaching designations such as ACC, PCC through the International Coaching Federation (ICF) or other, would be considered an asset.
Consulting certifications such as Kolbe, StrengthsFinder, DISC, Myers-Briggs would also be considered an asset.

Responsibilities

Drive practice enhancement, engagement and coaching with HNW Advisory teams (Private Investment Advice).
Engage with Advisors in a practice discovery and solution process.
Serve as a consultant who delivers solutions that harness the full scope of Practice Management (PM) across Value Proposition Creation, Discovery, Planning and Investment Management.
Consult across all areas of running and growing a practice through various stages of the practice lifecycle.
Implement tactical Practice Management initiatives at the leader and Advisor level.
Deliver thought leadership for larger groups as well as deskside, one-on-one, advisory and team engagements.
Equip local Advisors to grow through greater efficiency and an optimal approach to their practice.
Enhance the field's ability to build their books through prospecting, internal referrals, consolidation strategies, building a consistently delivered brand, providing tangible value, team development and team efficiency.