The role is a three-year program with a forgivable draw designed for financial advisors providing guidance on investment solutions
Job Summary
The role is a three-year program with a forgivable draw designed for financial advisors providing guidance on investment solutions.
Advisors serve as the central point of contact to develop relationships, achieve greater share of wallet, and help clients meet their asset accumulation and protection goals.
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 providing guidance on investment solutions.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Selling investments and financial planning
Delivering legendary customer service
Managing client relationships and goals
Executing annual client reviews
Achieving quarterly and annual sales goals
Nice-to-have
Strong verbal and written communication skills
Ability to travel five days a week
Experience with retail banking clients
Consultative sales experience
Community involvement and charity support
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
Eligibility for FINRA registration and background checks