Practice Consultant, Financial Planning
Top Benefits
About the role
Work Location
Vancouver, British Columbia, Canada Hours: 37.5 Line of Business: Business Management, Strategy & Support Pay Details: $96,900 - $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.
Job Description
Additional Job Description Department Overview: At TD Wealth, Financial Planners are committed to delivering exceptional client outcomes and building world-class practices. Our Practice Management Team is dedicated to coaching and developing Financial Planner, leaders, and support teams across TD Wealth’s Advice Businesses. Practice Consultants are skilled in diagnosing, assessing, and supporting practices at various stages, with a focus on Financial Planning.
Job Description
The Practice Consultant, Financial Planning, is responsible for driving practice enhancement, engagement, and coaching with Financial Planning teams. This role serves as a subject matter expert, engaging with Financial Planners in a discovery and solution process, and delivering solutions that leverage the full scope of Practice Management across Value Proposition Creation, Discovery, Planning, and consulting on all aspects of running and growing a Financial Planning practice.
Key Responsibilities
Conduct deep discovery and analysis of FP practices to identify strengths, opportunities, and what matters most to planners. Deliver thought leadership and coaching to individuals and teams, both in group settings and one-on-one engagements. Equip Financial Planners to grow through greater efficiency, optimal practice management, and enhanced client experience. Support planners in prospecting, internal referrals, consolidation strategies, brand consistency, and team development. Implement tactical Practice Management initiatives at both the leader and planner level. Partner closely with National Office and TD enterprise teams to provide end-to-end support for FP practices. Stay current on FP programs, tools, and resources (e.g., Wealth Case Management, FP Direct, FP Roadshows, and digital advice platforms). Promote continuous improvement, leveraging best practices from FP Roadshows, coaching programs, and peer learning opportunities.
Job Requirements
Proven track record in delivering advice and solutions to clients in Financial Planning. 7+ years of Sales Leadership, Coaching, Training, and/or Advisory experience. Excellent presentation skills, with experience in both individual and group coaching. Forward-looking thought leader with strong problem-solving skills and a pragmatic approach to practice optimization. Ability to manage multiple initiatives and demonstrate discipline around timelines, implementation, and sustainment. Strong influencing skills and ability to drive accountability and guide others to desired outcomes. Knowledge of TD Wealth FP products, systems, procedures, and structure. Understanding of the Financial Planning business, regulations, and procedures. Subject Matter Expertise and/or industry certifications/accreditations such as CFP, QAFP, PFP, CSC, IFIC, CFA considered an asset. Team player with strong collaborative skills and experience partnering across business units. Exceptional communication skills, able to engage a diverse audience. Coaching designations (e.g., ACC, PCC through ICF) and consulting certifications (e.g., Kolbe, StrengthsFinder, DISC, Myers-Briggs) considered an asset.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
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
Not the right fit? Search for Practice Consultant, Financial Planning jobs in Vancouver, British Columbia, Canada
About TD
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Similar Jobs
Practice Consultant, Financial Planning
Top Benefits
About the role
Work Location
Vancouver, British Columbia, Canada Hours: 37.5 Line of Business: Business Management, Strategy & Support Pay Details: $96,900 - $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.
Job Description
Additional Job Description Department Overview: At TD Wealth, Financial Planners are committed to delivering exceptional client outcomes and building world-class practices. Our Practice Management Team is dedicated to coaching and developing Financial Planner, leaders, and support teams across TD Wealth’s Advice Businesses. Practice Consultants are skilled in diagnosing, assessing, and supporting practices at various stages, with a focus on Financial Planning.
Job Description
The Practice Consultant, Financial Planning, is responsible for driving practice enhancement, engagement, and coaching with Financial Planning teams. This role serves as a subject matter expert, engaging with Financial Planners in a discovery and solution process, and delivering solutions that leverage the full scope of Practice Management across Value Proposition Creation, Discovery, Planning, and consulting on all aspects of running and growing a Financial Planning practice.
Key Responsibilities
Conduct deep discovery and analysis of FP practices to identify strengths, opportunities, and what matters most to planners. Deliver thought leadership and coaching to individuals and teams, both in group settings and one-on-one engagements. Equip Financial Planners to grow through greater efficiency, optimal practice management, and enhanced client experience. Support planners in prospecting, internal referrals, consolidation strategies, brand consistency, and team development. Implement tactical Practice Management initiatives at both the leader and planner level. Partner closely with National Office and TD enterprise teams to provide end-to-end support for FP practices. Stay current on FP programs, tools, and resources (e.g., Wealth Case Management, FP Direct, FP Roadshows, and digital advice platforms). Promote continuous improvement, leveraging best practices from FP Roadshows, coaching programs, and peer learning opportunities.
Job Requirements
Proven track record in delivering advice and solutions to clients in Financial Planning. 7+ years of Sales Leadership, Coaching, Training, and/or Advisory experience. Excellent presentation skills, with experience in both individual and group coaching. Forward-looking thought leader with strong problem-solving skills and a pragmatic approach to practice optimization. Ability to manage multiple initiatives and demonstrate discipline around timelines, implementation, and sustainment. Strong influencing skills and ability to drive accountability and guide others to desired outcomes. Knowledge of TD Wealth FP products, systems, procedures, and structure. Understanding of the Financial Planning business, regulations, and procedures. Subject Matter Expertise and/or industry certifications/accreditations such as CFP, QAFP, PFP, CSC, IFIC, CFA considered an asset. Team player with strong collaborative skills and experience partnering across business units. Exceptional communication skills, able to engage a diverse audience. Coaching designations (e.g., ACC, PCC through ICF) and consulting certifications (e.g., Kolbe, StrengthsFinder, DISC, Myers-Briggs) considered an asset.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
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
Not the right fit? Search for Practice Consultant, Financial Planning jobs in Vancouver, British Columbia, Canada
About TD
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.