Financial planner Jobs in Sarnia, ON

Description

The Practice Consultant, Financial Planning, is responsible for driving practice enhancement, engagement, and coaching with Financial Planning teams. This role serves as a subject matter expert, engaging with Financial Planners in a discovery and solution process, and delivering solutions that leverage the full scope of Practice Management across Value Proposition Creation, Discovery, Planning, and consulting on all aspects of running and growing a Financial Planning practice.

Key Responsibilities :

Conduct deep discovery and analysis of FP practices to identify strengths, opportunities, and what matters most to planners.

Deliver thought leadership and coaching to individuals and teams, both in group settings and one-on-one engagements.

Equip Financial Planners to grow through greater efficiency, optimal practice management, and enhanced client experience.

Support planners in prospecting, internal referrals, consolidation strategies, brand consistency, and team development.

Implement tactical Practice Management initiatives at both the leader and planner level.

Partner closely with National Office and TD enterprise teams to provide end-to-end support for FP practices.

Stay current on FP programs, tools, and resources (e.g., Wealth Case Management, FP Direct, FP Roadshows, and digital advice platforms).

Promote continuous improvement, leveraging best practices from FP Roadshows, coaching programs, and peer learning opportunities.

Job Requirements :

Proven track record in delivering advice and solutions to clients in Financial Planning.

10+ years of Sales Leadership, Coaching, Training, and / or Advisory experience.

Excellent presentation skills, with experience in both individual and group coaching.

Forward-looking thought leader with strong problem-solving skills and a pragmatic approach to practice optimization.

Ability to manage multiple initiatives and demonstrate discipline around timelines, implementation, and sustainment.

Strong influencing skills and ability to drive accountability and guide others to desired outcomes.

Knowledge of TD Wealth FP products, systems, procedures, and structure.

Understanding of the Financial Planning business, regulations, and procedures.

Subject Matter Expertise and / or industry certifications / accreditations such as CFP, QAFP, PFP, CSC, IFIC, CFA considered an asset.

Team player with strong collaborative skills and experience partnering across business units.

Exceptional communication skills, able to engage a diverse audience.

Coaching designations (e.g., ACC, PCC through ICF) and consulting certifications (e.g., Kolbe, StrengthsFinder, DISC, Myers-Briggs) considered an asset.

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.

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