Senior Wealth Practice Coach

TD

Toronto

On-site

CAD 97,000 - 137,000

Full time

4 days ago
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Job summary

TD Wealth's Senior Practice Consultants diagnose, assess, and help practices at different stages to drive legendary client experiences and advisor growth. They serve as a trusted consultant delivering solutions across Practice Management, Discovery, Planning, and Investment Management for high-net-worth advisory teams.

The role emphasizes thought leadership, cross-team collaboration with TD’s National Office, and end-to-end support for advisors to grow their practices while aligning with TD’s

Qualifications

  • Proven track record delivering high-net-worth advisory solutions to clients.
  • 10+ years in sales leadership, coaching, training, or advisory roles.
  • Excellent presentation skills with one-on-one and group coaching experience.
  • Forward-looking thinker with problem-solving skills and advisory practice optimization knowledge.
  • Ability to manage multiple initiatives with disciplined timelines and sustainable results.
  • Ability to influence others and drive accountability within teams.

Responsibilities

  • Drive practice enhancement, engagement and coaching with HNW Advisory teams (Private Investment Advice).
  • Engage with Advisors in discovery and provide solutions that leverage Practice Management across value proposition creation, discovery, planning and investment management.
  • Deliver thought leadership for large groups as well as deskside, 1:1, advisory and team engagements.
  • Equip local Advisors to grow through efficiency, prospecting, referrals, and brand consistency across the practice.

Skills

HNW advisory
Sales leadership
Coaching
Presentation skills
Strategic thinking
Influence

Job description

TD Wealth's Senior Practice Consultants diagnose, assess, and help practices at different stages to drive legendary client experiences and advisor growth. They serve as a trusted consultant delivering solutions across Practice Management, Discovery, Planning, and Investment Management for high-net-worth advisory teams.

The role emphasizes thought leadership, cross-team collaboration with TD’s National Office, and end-to-end support for advisors to grow their practices while aligning with TD’s

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