Vancouver, British Columbia, Canada · On-site
Work Location: Vancouver, British Columbia, Canada Hours: 37.5 Line of Business: TD General Pay Details: - TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunitie…
Skills: Practice Management, High Net Worth Advice, Sales Leadership, Executive Coaching, Practice Optimization
Vancouver, British Columbia, Canada · Remote OK
$99k–$135k/yr
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Vancouver, British Columbia, Canada · Hybrid
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Vancouver, British Columbia, Canada · On-site
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Vancouver, British Columbia, Canada · On-site
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Skills: Customer Service, Financial Advice, Cash Handling, Digital Banking Support, Needs-Based Conversation
Vancouver, British Columbia, Canada · On-site
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Skills: Portfolio Management, Business Development, Financial Statement Analysis, Risk Management, Relationship Building
Vancouver, British Columbia, Canada · Hybrid
$107k–$129k/yr
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Vancouver, British Columbia, Canada · On-site
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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
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Vancouver, British Columbia, Canada · On-site
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Calgary, Alberta, Canada · Remote OK
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Vancouver, British Columbia, Canada · On-site
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Vancouver, British Columbia, Canada · Remote OK
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As a Lead Technical Program Manager at Marqeta, you will be responsible for leading technical workstreams or initiatives, coordinating work across engineering teams to deliver complex projects on time and within scope. T…
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Vancouver, British Columbia, Canada · Remote OK
$127k–$159k/yr
As a Lead Technical Program Manager at Marqeta, you will be responsible for leading technical workstreams or initiatives, coordinating work across engineering teams to deliver complex projects on time and within scope. T…
Skills: Technical Program Management, Software Development Life Cycle, Agile, Scrum, Risk Mitigation
Vancouver, British Columbia, Canada · Hybrid
$63k–$79k/yr
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Skills: Transaction Fraud Identification, Chargeback Management, Pre-Arbitration, Case Management, Cross-functional Collaboration
Vancouver, British Columbia, Canada · Hybrid
$77k–$95k/yr
Our Story & Purpose: We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo …
Skills: Brand Execution, Project Management, Retail Merchandising, Environmental Design, Customer Experience
Vancouver, British Columbia, Canada · On-site
$90k–$112k/yr
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Vancouver, British Columbia, Canada · On-site
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Skills: Administrative Support, Operations Coordination, Financial Services, Microsoft Office, Data Reporting
Vancouver, British Columbia, Canada · On-site
$60k–$75k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Accounts Payable, Financial Reporting, Regulatory Reporting, Financial Analysis, Excel
Vancouver, British Columbia, Canada · On-site
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Skills: Sales, Financial Services, Customer Service, Cash Handling, Payment Negotiation
Vancouver, British Columbia, Canada • On-site
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Drive practice enhancement and coaching for High Net Worth advisory teams to optimize their business growth and efficiency. Serve as a subject matter expert delivering solutions across the practice lifecycle, including value proposition creation and investment management.
Requires over 10 years of experience in sales leadership, coaching, or advisory roles with a proven track record in HNW solutions. Strong presentation skills and industry certifications like CFP, CFA, or coaching designations are highly valued.
Pay Details:
-TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
At TD Wealth, Advisors strive to deliver exceptional client outcomes, while building world class practices. That is why we have invested heavily in the expertise and capacity of our Practice Management Team, which we believe is best-in-class. Our team is dedicated to the coaching and development of Advisors, leaders and support teams in TD Wealth's Advice Businesses.
Our Senior Practice Consultants are skilled in diagnosing, assessing, and helping practices at different stages. They are experienced in working with some of the top advisors and teams in the industry. Utilizing an unbiased lens, they do a deep discovery to analyze the practice, identify strengths and opportunities and get to know what is truly important to them. We focus on developing the critical skills and providing thought leadership that will drive legendary Client Experiences, Advisor and business growth to help grow sustainable market share.
We work in close partnership with our National Office and the broader TD enterprise to provide end to end support to advisors on all facets of their personal and practice growth.
Job Description:
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.
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
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 and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
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.
If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We 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 you!
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by assets & serves approx. 28 million customers in a number of locations in key financial centres around the globe. With over 95,000 employees, TD ranks among the world's leading online financial firms, with more than 17 million active online and mobile customers. Delivering legendary customer experiences is who we are & is part of our goal to be the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.
Offices: Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA · 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA · 31 W 52nd St, New York, NY 10019, US · 4140 Church Rd, Mt. Laurel, New Jersey 08054, US
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