Financial Planning Coach

3 weeks ago

Toronto, Canada TD Bank Full time

403154BR

Wealth Management

Toronto, ON

March 16, 2023

Company Overview

**Job Description**:
As a member of TD Wealth Advice, the Financial Planning Coach is responsible for coaching and mentoring with TD Wealth Financial Planners deliver high value financial planning to TD’s Mass Affluent clients. Specifically, the Financial Planning Coach has accountability for:

- Provide coaching and expertise to TD Wealth Financial Planners to bolster their financial planning acumen and deliver comprehensive financial planning to all clients
- Elevating the level of quality contained within financial plans aligned, with TD’s Standards; and
- Support a dedicated region in driving the strategic vision of delivering wealth planning to TD’s clients.

The Financial Planning Coach is an experienced practitioner who has a strong understanding of trends and regulatory matters that impact an advisor’s practice. He/she/they possesses and can train/ coach to soft skills and technical knowledge required to deliver high quality financial planning.

**Key responsibilities include**:

- Proactively meet with all Financial Planner’s within a dedicated Region on a regular cadence - individual and team-based
- Determine where the FP is in their learning journey and proficiency as it relates to executing on our value proposition and the full financial planning process
- Coach and train to the individual needs of Financial Planner’s to elevate proficiency and acumen
- Curate resources to enable Financial Planner to execute on their development plans
- Create and deliver training on various financial planning topics and TD’s financial planning software (TD Wealth Architect) at branch and regional level
- Proactively meet with all Senior Regional Manager’s to identify gaps and opportunities to train/ coach to and provide feedback loop on outcomes of individual Financial Planner meetings
- Conduct spot checks on plans to ensure they are meeting the requirements of the Wealth Planning Standards

**Requirements**:
**Education/Accreditations**:

- Undergraduate degree
- Expertise in Coaching
- Experience in Adult Learning/ Instructional Design
- Certified Financial Planner (CFP) designation
- 8 years of relevant experience in all aspects of Wealth Planning
- Complex Financial Planning experience
- Computer skills: Microsoft Office, Voyant (Financial Planning software)
- Strong understanding of financial planning process including Discovery, Analysis, Plan Presentation, and Implementation
- Understanding of trends and regulatory matters that impact an advisor’s practice

**Other Qualifications/Skills/Experience**:

- Minimum 8 years of financial or wealth planning experience
- A self-starter with the ability to work independently and to provide high quality services to clients
- Excellent people and relationship building skills
- Strong communication, presentation, time management, and organizational skills
- Computer proficiency (Word, Powerpoint, Excel, etc.)
- Professional designation such as CA, CGA, CMA and/or LL.B an asset
- Investment and insurance industry knowledge strong assets
- Willingness to travel within Canada

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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