TD Bank

Senior Practice Consultant, Private Wealth Management

TD Bank$90K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in Sales Leadership, Coaching, Training, or Advisory roles.
  • Track record in delivering High Net Worth (HNW) advice and solutions.
  • Excellent presentation and coaching skills for both individuals and groups.
  • Strong problem-solving skills with a pragmatic approach to advisory practice optimization.
  • Knowledge of TD Wealth products and procedures, with industry certifications as assets.

Responsibilities

  • Drive practice enhancement and engagement with HNW Advisory teams.
  • Serve as a subject matter expert to engage Advisors in discovery and solution processes.
  • Deliver practice management solutions across various stages of practice growth.
  • Implement tactical initiatives that optimize practice management at advisory and leadership levels.
  • Enhance local Advisors' efficiency and effectiveness in building their books.

Benefits

  • Health and well-being benefits including a comprehensive care package.
  • Savings and retirement programs to help secure financial futures.
  • Paid time off and banking benefits with discounts available.
  • Career development support through mentoring and learning platforms.
  • Reward and recognition programs enhancing colleague engagement.
Full Job Description
Work Location:
Vancouver, British Columbia, Canada

Hours:
37.5

Line of Business:
TD General

Pay Details:

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.

Job Description:

Department Overview:

At TD Wealth, Advisors 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 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 on all facets of their personal and practice growth.

Job Description:
This role is accountable to drive 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 (PM) 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 plus 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 have the ability to 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 any 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.
  • Bilingualism (French and English), both written and verbal, is a strong asset for this role.


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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Net Income
-$6.9 million
5 Year Trend
+6.6%

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