Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Customer-centric service delivery
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions
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.
This role requires servicing unique and complex client needs by reviewing financial goals and making investment recommendations aligned to those goals.
TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and benefits.
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.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Providing financial planning guidance
Selling investment management solutions
Customer-centric service delivery
Client onboarding and discovery
Achieve quarterly and annual sales goals
Nice-to-have
Fostering a positive work environment
Community involvement and support
Mentoring new Financial Advisors
Representing TD Wealth professionally
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