Senior Practice Consultant, PWM

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Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

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 Wealths 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.

Job Description:
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 fields ability to build their books through prospecting internal referrals consolidation strategies building a consistently delivered brand providing tangible value team development and team efficiency.

Job 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

• Subject Matter Expertise and/or any industry certifications/accreditations such as CSC IFIC PFP PFPc CFP CFA would be considered an asset

• 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

• 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.

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):