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About the role
Key responsibilities & impact- Drive practice enhancement, engagement and coaching with HNW Advisory teams (Private Investment Advice).
- Engage with Advisors in a practice discovery and solution process.
- Deliver solutions that harness the full scope of Practice Management (PM) across Value Proposition Creation, Discovery, Planning and Investment Management.
- Consult across all areas of running and growing a practice through various stages of the practice lifecycle.
- Enhance local Advisors' ability to grow through greater efficiency and an optimal approach to their practice.
- Equip local Advisors to build their books through prospecting, internal referrals, consolidation strategies, building a consistently delivered brand, providing tangible value, team development and team efficiency.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
HNW advicepractice managementadvisory practice optimizationprospecting strategiesconsolidation strategiesinvestment managementvalue proposition creationplanning
Soft Skills
coachingtrainingpresentation skillsproblem solvinginfluenceaccountabilitycollaborationcommunication
Certifications
CSCIFICPFPPFPcCFPCFAACCPCCKolbeStrengthsFinder