$72,280 - $108,160 usd; not specified; not specifi...
Provide financial planning guidance
Sell investment management solutions
Service client needs
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
Salary
$72,280 - $108,160 USD; Not specified; Not specified
Skills & Requirements
Must-have
Provide financial planning guidance
Sell investment management solutions
Service client needs
Develop client relationships
Meet sales goals
Compliant with regulations
Nice-to-have
Customer-centric approach
Foster positive work environment
Community involvement
Mentorship of new FAs
Key Requirements
2+ years of advice, planning, and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) or ability to obtain