Base: $28.85 usd ph; bonus/equity: not specified; ...
Client relationship development
Financial needs assessment
Insurance and annuity sales
The Financial Advisor Trainee role is designed to develop the skills necessary to qualify as a Financial Advisor Associate and provide tailored wealth management advice to clients
Job Summary
The Financial Advisor Trainee role is designed to develop the skills necessary to qualify as a Financial Advisor Associate and provide tailored wealth management advice to clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to fostering a respectful and inclusive workplace culture that values diversity and supports colleague growth and success.
Matching Summary
The Financial Advisor Trainee role is designed to develop the skills necessary to qualify as a Financial Advisor Associate and provide tailored wealth management advice to clients.
Salary
Base: $28.85 USD per hour; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking discounts
Skills & Requirements
Must-have
Client relationship development
Financial needs assessment
Insurance and annuity sales
Wealth management advisory
Sales and referral goal planning
Compliance with FINRA regulations
Nice-to-have
Strong interpersonal skills
Ability to influence and coach
Team collaboration and communication
Inclusive workplace culture
Self-directed activity planning
Customer service excellence
Key Requirements
Bachelor's Degree strongly preferred
1+ years relevant experience or college degree
SIE required
Ability to obtain Life & Health, Series 7 and Series 66 licenses