Financial Planning Coach

Work Location:
Calgary, Alberta, Canada

Hours:
37.5

Line of Business:
TD General

Pay Details:
$76,800 - $115,200 CAD

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. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Job Description:

Department Overview:

As a member of TD Private Wealth Management (PWM), the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners. The team's mission is to support the wealth planning process by providing knowledge, tools and planning support that empowers advisors to make sound and proactive recommendations that are tailored to each client's unique objectives.

Job Description:

As a member of TD Wealth Advice, the Financial Planning Coach is responsible for coaching and mentoring TD Wealth Financial Planners to deliver high value financial planning to TD's Mass Affluent clients. The Financial Planning Coach has accountability for:

1. Provide coaching and expertise to TD Wealth Financial Planners to bolster their financial planning acumen.
2. Elevating the level of quality contained within financial plans aligned with TD's Standards.
3. Support a dedicated region in driving the strategic vision of delivering wealth planning to TD's clients.

1. Proactively meet with all Financial Planners within a dedicated Region on a regular basis.
2. Determine where the FP is in their learning journey and proficiency as it relates to executing on our value proposition.
3. Coach and train to the individual needs of Financial Planners to elevate proficiency and acumen.
4. Curate resources to enable Financial Planners to execute on their development plans.
5. Create and deliver training on various financial planning topics and TD's financial planning software (TD Wealth Architect).
6. Conduct spot checks on plans to ensure they meet the requirements of the Wealth Planning Standards.

1. Undergraduate degree.
2. Expertise in Coaching.
3. Experience in Adult Learning/Instructional Design.
4. Certified Financial Planner (CFP) designation.
5. 8 years of relevant experience in all aspects of Wealth Planning.
6. Complex Financial Planning experience.
7. Computer skills: Microsoft Office, Voyant (Financial Planning software).

1. Minimum 8 years of financial or wealth planning experience.
2. Excellent people and relationship building skills.
3. Strong communication, presentation, time management, and organizational skills.
4. Willingness to travel within Canada.

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.

Our Total Rewards package reflects the investments we make in our colleagues to help them achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans.

We're delighted that you're considering building a career with TD. Please be advised that this job opportunity is subject to provincial regulation for employment purposes.

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

We'll reach out to candidates of interest to schedule an interview.

Your accessibility is important to us. Please let us know if you'd like accommodations to help us remove barriers.