$72,280 - $108,160 usd; not specified; not specifi...
Financial planning guidance
Investment management solutions
Client relationship development
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
This position requires leveraging experience to service unique and complex client needs, acting as the central point of contact, and developing relationships to achieve greater share of wallet.
TD Bank offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Salary
$72,280 - $108,160 USD; Not specified; Not specified
Skills & Requirements
Must-have
Financial planning guidance
Investment management solutions
Client relationship development
Sales goal achievement
Regulatory compliance adherence
Nice-to-have
Customer-centric service delivery
Community involvement
Positive work environment contribution
Mentorship of new FAs
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) or ability to obtain