Senior Practice Consultant, PWM

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

Job summary

A leading financial institution is seeking a Senior Practice Consultant to enhance HNW Advisory teams in Toronto. This role requires a proven track record in delivering high-net-worth advice and involves coaching, engagement, and implementing practice management initiatives. The ideal candidate will have over 10 years of experience in sales leadership and is proficient in developing solutions that coach Advisors. Opportunities for growth and a comprehensive Total Rewards Package are offered.

Benefits

Comprehensive benefits package

Career development opportunities

Training and onboarding sessions

Qualifications

• 10+ years of Sales Leadership, Coaching, Training, and/or Advisory experience.
• Track record of delivering HNW advice and solutions to clients.
• Ability to guide others and influence accountability.

Responsibilities

• Drive practice enhancement and engagement with HNW Advisory teams.
• Deliver solutions that optimize advisory practices.
• Engage with Advisors in practice discovery and solution processes.

Skills

Sales Leadership

Coaching

Presentation Skills

Problem-Solving Skills

Communication Skills

Team Collaboration

Education

Industry Certifications (e.g., CFP, CFA)

Job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

$91,200 - $136,800 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.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Department Overview:

At TD Wealth, Advisors strive to deliver exceptional client outcomes, while building world‑class practices. 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 coaching and developing Advisors, leaders and support teams in TD Wealth’s Advice Businesses.

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 conduct deep discovery to analyze the practice, identify strengths and opportunities, and get to know what is truly important to them. We focus on developing critical skills and providing thought leadership that drives legendary Client Experiences, Advisor and business growth, helping to 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 on all facets of their personal and practice growth.

Job Description:

This role is accountable for driving practice enhancement, engagement and coaching with HNW Advisory teams (Private Investment Advice).

The incumbent will be a subject‑matter expert who will engage with Advisors in a practice discovery and solution process and serve as a consultant who delivers solutions that harness the full scope of Practice Management across Value Proposition Creation, Discovery, Planning and Investment Management, 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 Advisor level.

The role will involve thought‑leader delivery for larger groups as well as deskside, one‑on‑one, advisory and team engagements.

Areas of key focus will involve equipping the local Advisors 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 team efficiency.

Job Requirements:

• Proven track record in the delivery of HNW advice and solutions to clients.
• 10+ years Sales Leadership, Coaching, Training 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 advisory practice optimization and the ability to develop pragmatic effective solutions.
• Manage multiple initiatives simultaneously and demonstrate proper discipline around timelines, implementation, and sustainment.
• Ability to guide others to a desired conclusion and influence and drive accountability.
• Knowledge of TD Wealth products, systems, procedures and structure.
• Understanding of Private Wealth Management business, regulations and procedures.
• Subject‑matter expertise and/or industry certifications/accreditations such as CSC, IFIC, PFP, PFPc, CFP, CFA would be considered an asset.
• Team player able to help others understand complex issues and 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.

Who We Are:

TD is one of the world’s leading global financial institutions and 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.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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. Learn more.

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development:

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding:

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

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.

Language Requirement (Quebec only):

Sans Objet