Financial Practice Consultant

Enhance client outcomes as a Financial Practice Consultant at TD Wealth in Vancouver, British Columbia. Drive practice improvement, coaching, and develop financial planning teams to excel in their roles.

The Practice Consultant will engage with Financial Planners through tailored coaching and solutions aimed at optimizing their practices. With a focus on efficiency and client experience, this role demands robust experience in practice management, sales leadership, and the financial planning domain. You'll be instrumental in delivering actionable insights and support for planners, ensuring they can navigate challenges effectively.

Key Responsibilities:

• Conduct thorough analysis of financial planning practices

• Provide coaching and training for individuals and teams

• Equip planners to enhance client experience and efficiency

• Support in strategizing prospecting and internal referrals

• Partner with TD National Office for practice support

Requirements:

• 7+ years in Sales Leadership or Advisory

• Proven client solutions delivery in Financial Planning

• Excellent presentation and communication skills

• Strong problem-solving and influencing abilities

• Knowledge of TD Wealth products and procedures

Drive operational excellence and superior practice management as a Financial Practice Consultant with TD Wealth.
#J-18808-Ljbffr