Practice Consultant, Financial Planning
Listed on 2026-01-17
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Finance & Banking
Financial Consultant, Risk Manager/Analyst -
Management
Risk Manager/Analyst
Description
:The Practice Consultant, Financial Planning, is responsible for driving practice enhancement, engagement, and coaching with Financial Planning teams. This role serves as a subject matter expert, engaging with Financial Planners in a discovery and solution process, 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, Strengths Finder, DISC, Myers-Briggs) considered an asset.
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 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 Rewards at TD includes a base salary, variable compensation, and several other key plans such as health…
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