Financial Planning Coach

TD; Canada; On-site; CAD 76,000 - 116,000; Full time

Job summary

An established industry player is seeking a skilled professional to join their Wealth Planning Support Team. In this pivotal role, you will provide coaching and expertise to enhance the financial planning capabilities of advisors, ensuring they deliver tailored solutions to clients. Your contributions will directly impact the quality of financial plans and support the strategic vision of wealth planning services. If you are passionate about financial planning and eager to elevate the skills of others, this is an exciting opportunity to make a meaningful difference in a collaborative environment.

Benefits

Health and well-being benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development opportunities

Reward and recognition programs

Qualifications

• 8+ years of financial or wealth planning experience is required.
• Expertise in coaching and adult learning is essential.

Responsibilities

• Provide coaching to enhance financial planning skills of TD Wealth Financial Planners.
• Conduct training on financial planning topics and software.

Skills

Financial Planning

Coaching

Relationship Building

Communication Skills

Organizational Skills

Education

Undergraduate degree

Certified Financial Planner (CFP)

Professional designation (CA, CGA, CMA, LL.B)

Tools

Microsoft Office

Voyant (Financial Planning software)

Job description

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. 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 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. The Wealth Planning process is fundamental to the way we do business. It is a thorough and consistent approach that can help guide client relationships. Our goal is to help advisors create integrated and customized solutions for clients by focusing on their unique objectives.

Financial Planning Coaching is a team within the WPS team. Financial Planning Coaching consists of financial planning subject matter experts with an overarching objective of supporting TD Wealth (TDW) advisors with delivering on our 4 Pillar Value Proposition. The Financial Planning Coaching team provides financial planning expertise to the Financial Planning Line of Business through proactive coaching. The team's mandate is to support TDW advisors with increasing and elevating planning within their book of business. This team is focused on elevating financial planning acumen, best practices with TD Wealth Architect, application of Wealth Planning Standards, and soft skills.

Responsibilities:

• Provide coaching and expertise to TD Wealth Financial Planners to bolster their financial planning acumen and deliver comprehensive financial planning to all clients.
• Elevate the level of quality contained within financial plans aligned with TD's Standards.
• Support a dedicated region in driving the strategic vision of delivering wealth planning to TD's clients.
• Proactively meet with all Financial Planners within a dedicated Region on a regular cadence - individual and team-based.
• Determine where the FP is in their learning journey and proficiency as it relates to executing on our value proposition and the full financial planning process.
• Coach and train to the individual needs of Financial Planners to elevate proficiency and acumen.
• Curate resources to enable Financial Planners to execute on their development plans.
• Create and deliver training on various financial planning topics and TD's financial planning software (TD Wealth Architect) at branch and regional level.
• Proactively meet with all Senior Regional Managers to identify gaps and opportunities to train/ coach to and provide feedback loop on outcomes of individual Financial Planner meetings.
• Conduct spot checks on plans to ensure they are meeting the requirements of the Wealth Planning Standards.

Education/Accreditations:

• Undergraduate degree.
• Expertise in Coaching.
• Experience in Adult Learning/ Instructional Design.
• Certified Financial Planner (CFP) designation.
• 8 years of relevant experience in all aspects of Wealth Planning.
• Complex Financial Planning experience.
• Computer skills: Microsoft Office, Voyant (Financial Planning software).
• Strong understanding of financial planning process including Discovery, Analysis, Plan Presentation, and Implementation.
• Understanding of trends and regulatory matters that impact an advisor's practice.

Other Qualifications/Skills/Experience:

• Minimum 8 years of financial or wealth planning experience.
• A self-starter with the ability to work independently and to provide high quality services to clients.
• Excellent people and relationship building skills.
• Strong communication, presentation, time management, and organizational skills.
• Computer proficiency (Word, PowerPoint, Excel, etc.).
• Professional designation such as CA, CGA, CMA and/or LL.B an asset.
• Investment and insurance industry knowledge strong assets.
• Willingness to travel within Canada.

Who We Are:

TD is one of the world's 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 95,000 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.

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.

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Interview Process:
We'll 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 you'd 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!