TD Description
Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.
Stay current and competitive. Carve out a career for yourself. Grow with us.
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 Wealth's Advice Businesses.
Our Senior Practice Consultants are skilled in diagnosing, assessing, and helping practices at different ‘life 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 advisors' 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 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, Private Investment Counsel, Private Banking and Private Trust).
The incumbent will be a subject matter expert who will engage with Advisors and Leaders 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 all 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 large groups as well as deskside one-on-one advisory team engagements.
Areas of key focus will involve equipping the local Leader and Advisor 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, 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, and an understanding of advisory practice optimization and the ability to develop pragmatic effective solutions.
- Manage multiple initiatives simultaneously and demonstrate proper discipline around review cycles, 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; securities industry, regulations and procedures
- Subject Matter Expertise or 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.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Job Family
Wealth Advisory Services
Job Category - Primary
Wealth Management
Job Category(s)
Wealth Management
**Province/State (Primary)
British Columbia
Work Location
Pacific Centre - 700 West Georgia Street Corporate