Practice Consultant, Financial Planning

Job Overview

Work Location:

Vancouver, British Columbia, Canada

Hours:

37.5 hours per week

Line of Business:
Business Management, Strategy & Support

Pay Details: $96,900 - $136,800 CAD

• Conduct deep discovery and analysis of Financial Planning (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.

• 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, Strengths Finder, DISC, Myers‑Briggs) considered an asset.