Practice Consultant, Financial Planning
TD Bank Group(1 month ago)
About this role
The Practice Consultant, Financial Planning at TD Wealth partners with Financial Planners and leaders to drive practice enhancement, engagement, and coaching. The role acts as a subject matter expert to assess practices and deliver solutions across practice management, value proposition creation, discovery, and planning to improve client outcomes and business growth.
Required Skills
- Financial Planning
- Coaching
- Practice Management
- Presentation
- Sales Leadership
- Client Advising
- Prospecting
- Stakeholder Management
- Process Improvement
- Team Development
Qualifications
- CFP
- QAFP
- PFP
- CSC
- IFIC
- CFA
- ACC
- PCC
- Kolbe
- StrengthsFinder
+2 more
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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