Practice Consultant - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Practice Consultant:

BR

Job Category - Primary

Technology Solutions

Work Location

TD Centre
South 79 Wellington Street West

Employment Type

Regular

City

Toronto

Time Type

Full Time

Province/State

Ontario

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview
At TD Wealth, Financial Planners 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 Financial Planner, Leaders and Support teams in TD Wealth's Advice Businesses.

Our Practice Consultants are skilled in diagnosing, assessing, and helping practices at different 'life stages'. They are experienced in working with some of the top planners and teams in the industry.

Utilizing an unbiased lens, they do a deep discovery to analyze the planners' 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, Planner and Business growth to help grow sustainable market share.

We work in close partnership with our National Office and the broader TD to provide end to end support to advisors on all facets of their personal and Practice growth.

Job Details
This role is accountable to drive practice enhancement engagement and coaching with Financial Planning teams.

The role will involve thought leader delivery for large groups as well as deskside one-on-one Financial Planning & team engagements.

Areas of key focus will involve equipping the local Leader/Senior Regional Manager and Planner 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, consolidation strategies, building a consistently delivered brand, providing tangible value, team development and team efficiency.

Job Requirements

Proven track record in the delivery of advice and solutions to massaffluent clients.
7 plus years Sales Leadership, Coaching, Training and/or Planning/Advisory experience.
Excellent presentation skills and a history of one on one and group coaching.
Forward looking thought leader, with problem solving skills, and an understanding of advisory 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
Ability to guide others to a desired conclusion and have the ability to influence and drive accountability
Knowledge of TD Wealth products, systems, procedures and structure
Subject Matter Expertise or industry certifications/accreditations such as CSC, IFIC, 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.

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to hel