Senior Practice Consultant – Wealth Advisory & Growth

TD Bank; Toronto; On-site; CAD 97,000 - 137,000; Full time

Job summary

TD Bank in Toronto, Ontario, is seeking a Senior Practice Consultant to enhance high-net-worth advisory practices and coach leadership teams. The role focuses on diagnosing and improving advisor performance, growth strategies, and end-to-end client experiences within TD Wealth.

The incumbent acts as a subject matter expert across Practice Management, Discovery, Planning and Investment Management, delivering solutions and guiding groups and individuals toward measurable improvements.

Qualifications

• 10+ years of Sales Leadership, Coaching, Training and/or Advisory experience.
• Excellent presentation skills and history of one-on-one and group coaching.
• Knowledge of TD Wealth products, systems, procedures and structure.
• Understanding of Private Wealth Management business, regulations and procedures.

Responsibilities

• Drive practice enhancement, engagement and coaching with HNW Advisory teams (Private Investment Advice).
• Serve as a subject matter expert delivering solutions across Practice Management disciplines.
• Implement tactical Practice Management initiatives at leader and Advisor levels.

Skills

Sales Leadership

Coaching & Training

Advisory Experience

Excellent Presentation Skills

Problem Solving

Influence & Accountability

Education

CSC, IFIC, PFP, PFPc, CFP, CFA assets

Job description

TD Bank in Toronto, Ontario, is seeking a Senior Practice Consultant to enhance high-net-worth advisory practices and coach leadership teams. The role focuses on diagnosing and improving advisor performance, growth strategies, and end-to-end client experiences within TD Wealth.

The incumbent acts as a subject matter expert across Practice Management, Discovery, Planning and Investment Management, delivering solutions and guiding groups and individuals toward measurable improvements.