Financial Planning Coach

2 months ago

Toronto, Canada TD Bank Full time

**Work Location**:
Canada

**Hours**:
37.5

**Line of Business**:
TD General

**Pay Details**:
**Department Overview**:
**As a member of TD Private Wealth Management (PWM), the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners. The team's mission is to support the wealth planning process by providing knowledge, tools and planning support that empowers advisors to make sound and proactive recommendations that are tailored to each client's unique objectives. The Wealth Planning process is fundamental to the way we do business. It is a thorough and consistent approach that can help guide client relationships. Our goal is to help advisors create integrated and customized solutions for clients by focusing on their unique objectives.**
**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**:
**a) Provide coaching and expertise to TD Wealth Financial Planners to bolster their financial planning acumen and deliver comprehensive financial planning to all clients**
**b) Elevating the level of quality contained within financial plans aligned, with TD's Standards; and**
**c) 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**

**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**

**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/stores. 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 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 servic

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