Financial Planning Coach

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

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