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.
Financial 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: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Investment sales experience required
Client discovery and financial needs analysis
Annual Client Review execution
Regulatory compliance adherence
Consultative sales approach
Nice-to-have
Strong verbal and written communication skills
Self-directed with strong planning ability
Community involvement and charity support
Mentoring new Financial Advisors
Partnership with retail banking staff
Key Requirements
Bachelor's degree strongly preferred
SIE, Series 7, Series 63 licenses required
L&H and Series 66 or equivalent required
2+ years of advice, planning, and investment sales experience
Ability to travel five days a week within assigned market