The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to fostering an inclusive culture that values diversity, supports colleague development, and provides training and onboarding to ensure success in the role.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
Salary
Base: $78,520 - $117,520 USD; Bonus/Equity: Eligibility for cash and/or equity incentive awards; 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
Regulatory compliance adherence
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
Customer-centric service delivery
Team collaboration and communication
Key Requirements
Bachelor's degree strongly preferred
2+ years of financial advice and investment sales experience
SIE, Series 7, Series 63 required
L&H and Series 66 required or ability to obtain
Eligibility for employment under FINRA standards
Work Rights
Must be eligible for employment under FINRA standards