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personal financial planner
Title posted on CareerBeacon - Financial Planning Coach
Posted on December 10, 2024 by Employer details TD Bank
Job details
Work Location:Vancouver, British Columbia, CanadaHours:37.5Line of Business:TD GeneralPay Details:$76,800 - $115,200 CADTD 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.Job Description: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 that are tailored to each client's unique objectives. The Wealth Planning process is fundamental to the way we do business. It is a thorough and consistent approach that can help guide client relationships. 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. Financial Planning Coaching consists of financial planning subject matter experts with an overarching objective of supporting TD Wealth (TDW) advisors with delivering on our 4 Pillar Value Proposition. The Financial Planning Coaching team provides financial planning expertise to the Financial Planning Line of Business through proactive coaching. The team's mandate is to support TDW advisors with increasing and elevating planning within their book of business. This team is focused on elevating financial planning acumen, best practices with TD Wealth Architect, application of Wealth Planning Standards, and soft skills.Job Description: As a member of TD Wealth Advice, the Financial Planning Coach is responsible for coaching and mentoring with TD Wealth Financial Planners deliver high value financial planning to TD's Mass Affluent clients. Specifically, the Financial Planning Coach has accountability for:a) Provide coaching and expertise to TD Wealth Financial Planners to bolster their financial planning acumen and deliver comprehensive financial planning to all clientsb) Elevating the level of quality contained within financial plans aligned, with TD's Standards; and c) Support a dedicated region in driving the strategic vision of delivering wealth planning to TD's clients.The Financial Planning Coach is an experienced practitioner who has a strong understanding of trends and regulatory matters that impact an advisor's practice. He/she/they possesses and can train/ coach to soft skills and technical knowledge required to deliver high quality financial planning. Key responsibilities include:? Proactively meet with all Financial Planner's within a dedicated Region on a regular cadence ? individual and team-based? Determine where the FP 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 Planner's to elevate proficiency and acumen? Curate resources to enable Financial Planner to execute on their development plans? Create and deliver training on various financial planning topics and TD's financial planning software (TD Wealth Architect) at branch and regional level? Proactively meet with all Senior Regional Manager's to identify gaps and opportunities to train/ coach to and provide feedback loop on outcomes- LocationVancouver, BC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2128636
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