Practice Consultant, Financial Planning

Practice Consultant, Financial Planning – TD Securities Location: Toronto, Ontario, Canada Hours: 37.5 hours/week Business: Business Management, Strategy & Support Pay: $91,200 – $136,800 CAD Job Description At TD Wealth, Financial Planners are committed to delivering exceptional client outcomes and building world‑class practices. The Practice Management Team coaches and develops Financial Planner leaders and support teams across TD Wealth’s Advice Businesses. Practice Consultants diagnose, assess, and support practices at various stages, focusing on Financial Planning. The Practice Consultant, Financial Planning, drives practice enhancement, engagement, and coaching with Financial Planning teams, serving as a subject‑matter expert in discovery and solution processes and delivering solutions that leverage the full scope of Practice Management across value proposition creation, discovery, planning, and consulting on all aspects of running and growing a Financial Planning practice. Key Responsibilities Conduct deep discovery and analysis of 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. Job Requirements Proven track record in delivering advice and solutions to clients in Financial Planning. 10+ 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, StrengthsFinder, DISC, Myers‑Briggs) considered an asset. Benefits & Compensation TD is committed to providing fair and equitable compensation opportunities. Growth opportunities and skill development are core features of the colleague experience. The base pay offered may vary based on skills, experience, job‑related knowledge, geographic location, and other business needs. Compensation details are discussed during recruitment. Additional Information This opportunity is subject to provincial employment regulations across Canada. TD intends to provide accessible accommodation during the interview process, including meeting rooms and captioning if requested. Career Development Regular career, development, and performance conversations with your manager, along with access to online learning and mentoring, help you grow and unlock future opportunities within TD. Interview Process Candidates of interest will be contacted to schedule interviews. We aim to communicate results to all applicants via email or phone call. Accessibility & Accommodation We value accessibility. Please inform us if you need accommodations (e.g., accessible meeting rooms, virtual meeting captioning) to participate in the interview process. #J-18808-Ljbffr