Financial Planning Practice Coach

TD Bank Group; Vancouver; Hybrid; CAD 97,000 - 137,000; Full time

Job summary

TD Bank Group à Vancouver recherche un Practice Consultant, Financial Planning, pour améliorer les pratiques de planification financière et soutenir les équipes dans l’ensemble des activités. Vous faciliterez la découverte, la planification et la mise en œuvre de solutions.

Le candidat idéal apporte 7+ années en leadership commercial, coaching et conseil, d’excellentes compétences de présentation et d’influence, et une excellente compréhension des produits TD Wealth.

Qualifications

• Proven track record in delivering advice and solutions to clients in Financial Planning.
• 7+ years of Sales Leadership, Coaching, Training, and/or Advisory experience.
• Excellent presentation skills, with experience in both individual and group coaching.
• Forward-looking thought leader with strong problem-solving skills and a pragmatic approach to practice optimization.
• Ability to manage multiple initiatives and timelines, with disciplined execution.
• Strong influencing skills and ability to drive accountability and guide others to desired outcomes.
• Knowledge of TD Wealth FP products, systems, procedures, and structure.
• Understanding of the Financial Planning business, regulations, and procedures.
• Certifications such as CFP, QAFP, PFP, CSC, IFIC, CFA are assets.
• Team player with strong collaborative skills and experience partnering across business units.
• Exceptional communication skills, able to engage a diverse audience.
• Coaching designations (ACC, PCC) and consulting certifications (e.g., Kolbe, DISC) are assets.

Responsibilities

• Conduct deep discovery and analysis of FP practices to identify strengths, opportunities, and what matters most to planners.
• Deliver thought leadership and coaching to individuals and teams, both in group settings and one‑on‑one engagements.
• Equip Financial Planners to grow through greater efficiency, optimal practice management, and enhanced client experience.
• Support planners in prospecting, internal referrals, consolidation strategies, brand consistency, and team development.
• Implement tactical Practice Management initiatives at both the leader and planner level.
• Partner closely with National Office and TD enterprise teams to provide end‑to‑end support for FP practices.
• Stay current on FP programs, tools, and resources (e.g., Wealth Case Management, FP Direct, FP Roadshows, and digital advice platforms).
• Promote continuous improvement, leveraging best practices from FP Roadshows, coaching programs, and peer learning opportunities.

Skills

Sales Leadership

Coaching

Training

Advisory

Presentation skills

Influencing

Financial Planning

Regulatory knowledge

Team collaboration

Problem solving

Education

CFP, QAFP, PFP, CSC, IFIC, CFA asset

Job description

TD Bank Group à Vancouver recherche un Practice Consultant, Financial Planning, pour améliorer les pratiques de planification financière et soutenir les équipes dans l’ensemble des activités. Vous faciliterez la découverte, la planification et la mise en œuvre de solutions.

Le candidat idéal apporte 7+ années en leadership commercial, coaching et conseil, d’excellentes compétences de présentation et d’influence, et une excellente compréhension des produits TD Wealth.