Senior Practice Consultant, Private Wealth Management

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, Strengths Finder, DISC, Myers-Briggs would also be 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.

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…