$72,280 - $108,160 usd; not specified; not specifi...
Providing financial planning guidance
Selling investment management solutions
Servicing 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 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
Providing financial planning guidance
Selling investment management solutions
Servicing client needs
Developing client relationships
Meeting sales goals
Adhering to regulations and policies
Nice-to-have
Customer-centric approach
Positive and constructive work environment
Community involvement
Mentoring new FAs
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