JOB DESCRIPTION:

The AVP Practice Growth Management will lead a team that supports field sales and leadership in building effective practices, enhancing client experience, and driving client acquisition and retention.

QUALIFICATIONS & EXPERIENCE

• Strong people leader; coaches team towards high performance
• 10+ years Wealth experience, ideally within the field
• Understand strategic direction of industry and vision for how to position TD teams to grow market share
• Strong Collaborator
• Strong communications skills
• Deep understanding for the frontline advisory experience and the client experience
• Deep expertise in advisor systems, practices, and coaching strategies
• Client facing experience
• Ability to work within matrix model/accountabilities
• Client centric and outcome focused
• University degree

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.

• Accountable for the development and implementation of the strategic vision for how the team supports PWM (PIA/PIC/PB) and FP business growth objectives and advances the capabilities of Advisors, Planners, supporting team members and Leaders in the field.
• Responsible to create and deliver role specific Practice Management curriculum for Leadership, Operations, Client facing staff, Support Staff, New Employees, and all LOB specific roles.
• Create and deliver programs focused on employee onboarding and advisor/planner core skill builds and professional development programs (through various stages of managing and growing practice), including New FP and PIA/PIC/PB training programs; practice coaching and leadership coaching
• Partner for the voice of field, advisor sales & sales support model, training, & coaching. Support business in driving adoption
• Lead the delivery of in field support via specialized teams that deliver instruction and coaching aimed at helping field professionals elevate their practices
• Set vision for the Practice Management team and lead through change management
• Support the implementation and training support of technology platforms
• Lead relationships with L&D partners, Wealth National Office and Wealth field leadership

Also accountable for Advisor marketing function, including:

• Social media enablement and content
• Marketing programs, content, tool enablement and training
• Digital Experience Strategy and Execution
• Video training and development
• Event skill development
• Role will also have oversight of establishing and implementing Legacy and Teaming best practices and tracking of Advisor continuing education