The role is a three-year program with a forgivable draw designed for advisors to provide financial planning guidance and sell investment solutions
Job Summary
The role is a three-year program with a forgivable draw designed for advisors to provide financial planning guidance and sell investment solutions.
Advisors serve as the central point of contact to develop client relationships, achieve greater share of wallet, and ensure clients meet their asset accumulation and protection goals.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.
Matching Summary
The role is a three-year program with a forgivable draw designed for advisors to provide financial planning guidance and sell investment solutions.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
Executing annual client reviews
Meeting quarterly and annual sales goals
Nice-to-have
Self-directed with strong planning ability
Fostering a positive work environment
Mentoring new Financial Advisors
Community involvement and charity support
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales experience
Series 7, Series 63, SIE licenses required
L&H and Series 66 (or equivalent) required or obtainable
Ability to travel five days a week within assigned market