Senior Practice Consultant, Private Wealth Management in Toronto

Senior Practice Consultant, Private Wealth Management in Toronto

Toronto Full-Time 96900 - 136800 $ / year (est.) On-site
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At a Glance

  • Tasks: Drive practice enhancement and coaching for high-net-worth advisory teams.
  • Company: Join TD, a leading global financial institution with a commitment to client experience.
  • Benefits: Competitive salary, health benefits, career development, and flexible work options.
  • Other info: Dynamic environment with opportunities for personal and professional growth.
  • Why this job: Make a real impact by helping advisors grow their practices and enhance client experiences.
  • Qualifications: 10+ years in sales leadership or advisory roles with excellent coaching skills.

The predicted salary is between 96900 - 136800 $ per year.

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD General

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.

Department Overview: At TD Wealth, Advisors strive to deliver exceptional client outcomes while building world-class practices. Our team is dedicated to the coaching and development of Advisors, leaders, and support teams in TD Wealth's Advice Businesses.

Our Senior Practice Consultants are skilled in diagnosing, assessing, and helping practices at different stages. They are experienced in working with some of the top advisors and teams in the industry. Utilizing an unbiased lens, they do a deep discovery to analyze the practice, identify strengths and opportunities, and get to know what is truly important to them.

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.

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.
  • 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.

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.

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.

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.

Senior Practice Consultant, Private Wealth Management in Toronto employer: TD

TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.

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Contact Details:

TD Recruitment Team

We think you need these skills to ace Senior Practice Consultant, Private Wealth Management in Toronto

Sales Leadership
Coaching
Training
Advisory Experience
Presentation Skills
Problem-Solving Skills
Advisory Practice Optimization