The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions
Job Summary
The role is a three-year program with a forgivable draw designed for financial advisors to provide 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 financial advisors to provide guidance and sell investment solutions.
Salary
Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, 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
achieving quarterly and annual sales goals
Nice-to-have
mentoring new financial advisors
fostering inclusive work environment
community involvement and charity support
partnering with retail banking staff
proactive business development techniques
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales experience
SIE, Series 7, and Series 63 licenses required
L&H and Series 66 (or equivalent) required or obtainable
Eligible for FINRA registration and background checks