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 deepen wallet share by anticipating client needs and suggesting appropriate wealth solutions.
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, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Selling investments and providing financial plans
Delivering legendary customer service
Managing annual client reviews and goals
Achieving quarterly and annual sales targets
Partnering with retail and commercial banking teams
Nice-to-have
Self-directed ability to plan own activities
Strong verbal and written communication skills
Experience interacting with retail clients
Community involvement and charity support
Mentoring new Financial Advisors
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales experience
Required: SIE, Series 7, Series 63 licenses
Required: L&H and Series 66 (or equivalent) or ability to obtain within schedule
Ability to travel five days a week within assigned market