Financial Planning Coach

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 tailored to each client's unique objectives. Our goal is to help advisors create integrated and customized solutions for clients by focusing on their unique objectives. Financial Planning Coaching is a team within the WPS team, providing financial planning expertise to TD Wealth (TDW) advisors through proactive coaching.

Job Description:

The Financial Planning Coach is responsible for coaching and mentoring TD Wealth Financial Planners to deliver high value financial planning to TD's Mass Affluent clients. Key responsibilities include:

• Proactively meet with all Financial Planners within a dedicated Region on a regular cadence – individual and team-based.
• Determine where the Financial Planner 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 Planners to elevate proficiency and acumen.
• Curate resources to enable Financial Planners to execute on their development plans.
• Create and deliver training on various financial planning topics and TD's financial planning software at the branch and regional level.
• Proactively meet with all Senior Regional Managers to identify gaps and opportunities to train/coach and provide feedback on outcomes of individual Financial Planner meetings.
• Conduct spot checks on plans to ensure they meet 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 the financial planning process.

Other Qualifications/Skills/Experience:

• Minimum 8 years of financial or wealth planning experience
• A self-starter with the ability to work independently
• Excellent people and relationship building skills
• Strong communication, presentation, time management, and organizational skills
• 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 financial institutions and is committed to delivering legendary customer experiences. Through regular leadership and development conversations, we support our colleagues towards their goals, providing opportunities for growth and career development.

Our Total Rewards Package:

Our Total Rewards package includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, and career development opportunities.

Additional Information:

We offer training and onboarding sessions to ensure that you have everything you need to succeed in your new role. We also provide accommodations to remove barriers for candidates during the interview process.