$72,280 - $108,160 usd; not specified; not specifi...
Client relationship management
Investment sales solutions
Financial planning guidance
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients
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 to TD Wealth clients.
This role requires servicing unique and complex client needs by reviewing financial goals, making investment recommendations, and serving as the central point of contact for client service and relationship development.
TD Bank offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off, alongside opportunities for career development and training.
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 to TD Wealth clients.
Salary
$72,280 - $108,160 USD; Not specified; Not specified
Skills & Requirements
Must-have
Client relationship management
Investment sales solutions
Financial planning guidance
Goals-based advice
Customer-centric service delivery
Nice-to-have
Positive and constructive work environment
Community involvement
Mentorship to new FAs
Proactive client contact
Key Requirements
Bachelor's degree strongly preferred
2+ years of experience
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) or ability to obtain