Job Description

Company Overview

Our Values
At TD we\'re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes \xe2\x80\xa6 because when colleagues feel their best, they\'re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they\'ll always have access to the TD community and experience our culture of care.

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. Every day, we deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is a customer obsessed organization, and we are deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you\'ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we\'re here to support you towards your goals. As an organization, we keep growing - and so will you.

Department Overview

At TD Wealth, Financial Planners 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 Financial Planner, Leaders and Support teams in TD Wealth\'s Advice Businesses.

Our Practice Consultants are skilled in diagnosing, assessing, and helping practices at different \'life stages\'. They are experienced in working with some of the top planners and teams in the industry. Utilizing an unbiased lens, they do a deep discovery to analyze the planners\' 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, Planner and Business growth to help grow sustainable market share.

We work in close partnership with our National Office and the broader TD to provide end to end support to advisors on all facets of their personal and Practice growth.

Job Requirements

• Proven track record in the delivery of advice and solutions to mass-affluent clients.
• 7 plus years Sales Leadership, Coaching, Training and/or Planning/Advisory experience.
• Excellent presentation skills and a history of one on one and group coaching.
• Forward looking thought leader, with problem solving skills, and an understanding of advisory practice optimization and the ability to develop pragmatic effective solutions.
• Manage multiple initiatives simultaneously and demonstrate proper discipline around review cycles, 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
• Subject Matter Expertise or 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.

Hours

37.5

Job Details

This role is accountable to drive practice enhancement engagement and coaching with Financial Planning teams.
The incumbent will be a subject matter expert who will engage mainly with Planners (Advanced & Premier) and Leaders 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 all stages of the practice lifecycle. This individual will also be adept at implementing tactical Practice Management initiatives at the Planner and Advisor level.

The role will involve thought leader delivery for large groups as well as deskside one-on-one Financial Planning & team engagements.

Areas of key focus will involve equipping the local Leader/Senior Regional Manager and Planner 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, consolidation strategies, building a consistently delivered brand, providing tangible value, team development and team efficiency.

Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we\'re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We\'re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We\'re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That\'s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It\'s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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!

Additional Information

Join in on what others in TD Technology Solutions are doing:

• Inspire a positive work environment and help champion quality, innovation, teamwork and service to the business.
• Learn voraciously, stretch your thinking,

Business Line

TD Wealth

Job Category - Primary

Technology Solutions

Job Family

Business Mgmt, Strategy & Governance

Time Type

Full Time

Employment Type

Regular

Pay Details

We\'re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

TD Bank