About the role

Senior Practice Consultant enhancing engagement and coaching with HNW Advisory teams at TD Wealth. Consulting on practice management initiatives and supporting Advisor growth through efficiency.

Responsibilities

This role is accountable to drive practice enhancement, engagement and coaching with HNW Advisory teams (Private Investment Advice).
The incumbent will be a subject matter expert who will engage with Advisors 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 Value Proposition Creation, Discovery, Planning and Investment Management, 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 Advisor level.
The role will involve thought leader delivery for larger groups as well as deskside, one-on-one, advisory and team engagements.
Areas of key focus will involve equipping the local Advisors to grow through greater efficiency and an optimal approach 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, team development and team efficiency.

Proven track record in the delivery of HNW advice and solutions to clients.
10 plus years Sales Leadership, Coaching, Training and/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 advisory practice optimization and the ability to develop pragmatic effective solutions.
Manage multiple initiatives simultaneously and demonstrate proper discipline around timelines, implementation, and sustainment.
Ability to guide others to a desired conclusion and have the ability to influence and drive accountability.
Knowledge of TD Wealth products, systems, procedures and structure.
Understanding of Private Wealth Management business, regulations and procedures.
Subject Matter Expertise and/or any industry certifications/accreditations such as CSC, IFIC, 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.