Senior Practice Consultant, Private Banking
2 weeks ago
Description :This role is accountable to drive practice enhancement, engagement and coaching with Private Bankers.The incumbent will be a subject matter expert who will engage with private bankers, advisors and leaders 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 prospecting, value proposition Creation, Discovery, Planning, Credit Acumen, driving retail relationships and consulting across all areas of running and growing a practice through various stages of the practice lifecycle. This individual will also be adept at implementing tactical Practice Management initiatives at the leader and private banker level.The role will involve thought leader delivery for larger groups as well as deskside, one-on-one, and teamengagementsand extensive travel will be required.Areas of key focus will involve equipping the Market Managers and Private Bankers to grow through greater efficiency andan optimalapproach 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, teamdevelopmentand efficiency. Job Requirements:• Proventrack recordin the delivery of Mass Affluent & HNW advice and solutions to clients. • 10 plusyearsSales Leadership, Coaching, Training, PrivateBankingand/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 practice optimization and the ability to develop pragmatic effective solutions.• Manage multiple initiatives simultaneously and demonstrate proper discipline around review cycles, timelines, implementation, and sustainment• Strong ability to work independently and self-source solutions • Ability to guide others to a desired conclusion and have the ability to influence and drive accountability• Knowledge of TD Wealth & Private Banking products, systems, procedures and structure• Understanding of Private Wealth Management business; credit acumen, banking regulations and procedures• Subject Matter Expertise or any industry certifications/accreditations such as CSC, IFIC, CRS, CSWP, CIM, TEP, 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. • Strong collaborative skills and experience partnering with business units• 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.Additional Information:The successful candidate must be comfortable with regular regional travel to meet with Private Bankers and branch teams.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 services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Our Total Rewards PackageOur 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 Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information: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.Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. Training & OnboardingWe 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.We look forward to hearing from youLanguage Requirement (Quebec only):Sans Objet
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