Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Financial planning guidance
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 aligned investment recommendations.
TD is committed to providing fair and equitable compensation, growth opportunities, and skill development for its colleagues.
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: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Financial planning guidance
Investment management solutions
Customer-centric service delivery
Client relationship management
Sales goal achievement
Nice-to-have
Positive and constructive work environment
Community involvement
Spanish language fluency
Key Requirements
2+ years of experience
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) required or obtainable