Senior Practice Consultant, Private Banking

TD; Canada; Hybrid; CAD 91,000 - 137,000; Full time

Job summary

A leading financial services organization is seeking a Senior Practice Consultant in Toronto to enhance Private Banking practices. The ideal candidate will engage with private bankers, offering expertise in practice optimization and client engagement. Requirements include 10+ years of experience in sales leadership and strong coaching abilities. The role involves extensive travel and the successful candidate will be provided training and onboarding to ensure their success.

Benefits

Comprehensive training and onboarding

Support for work-life balance

Qualifications

• Proven track record in delivering advice to Mass Affluent & HNW clients.
• 10+ years experience in Sales Leadership or Private Banking.
• Subject Matter Expertise and relevant certifications are assets.

Responsibilities

• Drive practice enhancement and coaching with Private Bankers.
• Engage with private bankers to deliver solutions across various practice stages.
• Conduct training and deliver thought leadership to groups.

Skills

Sales Leadership

Coaching

Presentation skills

Problem solving

Collaboration

Communication

Education

Industry certifications (e.g., CSC, CFP)

Tools

TD Wealth products

Banking regulations

Job description

Work Location & Hours

Work Location: Toronto, Ontario, Canada
Hours: 37.5

Line of Business & Pay Details

Line of Business: TD General
Pay Details: $91,200 - $136,800 CAD

Department Overview

At TD Wealth, advisors and bankers 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 private bankers, 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 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 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 enterprise to provide end to end support to advisors and bankers on all facets of their personal and practice growth.

Job Description

This role is accountable to drive practice enhancement, engagement and coaching with Private Bankers.

The incumbent will be a subject matter expert who will engage with private bankers, 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 prospecting, value proposition Creation, Discovery, Planning, Credit Acumen, driving retail relationships and consulting across all areas of running and growing a practice through various stages of the practice lifecycle. This individual will also be adept at implementing tactical Practice Management initiatives at the leader and private banker level.

The role will involve thought leader delivery for larger groups as well as deskside, one-on-one, and team engagements and extensive travel will be required.

Areas of key focus will involve equipping the Market Managers and Private Bankers 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, internal referrals, consolidation strategies, building a consistently delivered brand, providing tangible value, team development and efficiency.

Job Requirements

• Proven track record in the delivery of Mass Affluent & HNW advice and solutions to clients.
• 10 plus years Sales Leadership, Coaching, Training, Private Banking 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, an understanding of 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.
• Strong ability to work independently and self-source solutions.
• Ability to guide others to a desired conclusion and have the ability to influence and drive accountability.
• Knowledge of TD Wealth & Private Banking products, systems, procedures and structure.
• Understanding of Private Wealth Management business; credit acumen, banking regulations and procedures.
• Subject Matter Expertise or any industry certifications/accreditations such as CSC, IFIC, CRS, CSWP, CIM, TEP, 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.

Additional Information

• The successful candidate must be comfortable with regular regional travel to meet with Private Bankers and branch teams.

Colleague Development & Onboarding

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. We are committed to providing the support our colleagues need to thrive both at work and at home.

Accommodation & Interview Process

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'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.