Financial Planning Practice Coach & Growth Strategist

TD; Canada; On-site; CAD 91,000 - 137,000; Full time

Job summary

A leading financial institution in Canada is seeking a Practice Consultant in Financial Planning to enhance practices and coach financial planners. The ideal candidate will possess over 10 years of experience in sales leadership, excellent presentation skills, and a strong understanding of financial planning regulations. This role requires exceptional communication and collaborative skills to drive impactful outcomes. The position offers competitive compensation, development opportunities, and the chance to contribute to a growing team.

Benefits

Comprehensive health benefits

Career development programs

Retirement savings plans

Qualifications

• 10+ years of Sales Leadership, Coaching, Training, and/or Advisory experience.
• Proven track record in delivering advice and solutions in Financial Planning.
• Subject Matter Expertise in Financial Planning business regulations.

Responsibilities

• Conduct discovery and analysis of Financial Planning practices.
• Deliver coaching to Financial Planning individuals and teams.
• Support planners in prospecting and internal referrals.

Skills

Sales Leadership

Coaching

Presentation Skills

Problem-solving

Influencing

Collaborative Skills

Exceptional Communication

Education

Financial Planning certifications (CFP, QAFP, PFP)

Job description

A leading financial institution in Canada is seeking a Practice Consultant in Financial Planning to enhance practices and coach financial planners. The ideal candidate will possess over 10 years of experience in sales leadership, excellent presentation skills, and a strong understanding of financial planning regulations. This role requires exceptional communication and collaborative skills to drive impactful outcomes. The position offers competitive compensation, development opportunities, and the chance to contribute to a growing team.