Financial Planning Coach

1 month ago

Vancouver, Canada TD Bank Full time

**Work Location**:
Vancouver, British Columbia, Canada

**Hours**:
37.5

**Line of Business**:
TD General

**Pay Details**:
$76,800 - $115,200 CAD

**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 Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewar

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