Financial Planning Coach in Ottawa, Ontario

Work Location:

Canada

Hours:

37.5

Line of Business:

TD General

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay 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 clients

b) 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 of individual Financial Planner meetings

• Conduct spot checks on plans to ensure they are meeting 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 financial planning process including Discovery, Analysis, Plan Presentation, and Implementation

• Understanding of trends and regulatory matters that impact an advisor’s practice

Other Qualifications/Skills/Experience:

• Minimum 8 years of financial or wealth planning experience

• A self-starter with the ability to work independently and to provide high quality services to clients

• Excellent people and relationship building skills

• Strong communication, presentation, time management, and organizational skills

• Computer proficiency (Word, Powerpoint, Excel, etc.)

• 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 global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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 (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td)

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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!

Language Requirement (Quebec only):

Sans Objet

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