Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program 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 focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, paid time off, and career development opportunities.
TD is committed to fostering an inclusive culture, providing training and onboarding, and supporting colleague development to help employees thrive.
Matching Summary
The Financial Advisor role is a three-year program focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Financial planning and investment sales
Client relationship management
Sales goal achievement
Compliance with financial regulations
Lead generation and referral promotion
Annual Client Review implementation
Nice-to-have
Coaching and mentoring skills
Community involvement and charity support
Strong organizational and time management
Consultative sales experience
Ability to work in fast paced environment
Team collaboration and positive work environment
Key Requirements
Bachelor's degree strongly preferred
2+ years of financial advice and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 or ability to obtain
Eligibility for employment under FINRA standards
Work Rights
Must be eligible for employment under FINRA standards