Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Experience selling investments
Customer-centric service delivery
Financial planning and investment sales
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, providing ongoing training, and supporting colleague development to help employees thrive both at work and at home.
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: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, and career development
Skills & Requirements
Must-have
Experience selling investments
Customer-centric service delivery
Financial planning and investment sales
Client relationship management
Compliance with financial regulations
Lead generation and referral promotion
Annual Client Review implementation
Nice-to-have
Coaching and mentoring skills
Strong organizational skills
Ability to work in fast paced environment
Community involvement
Team collaboration and communication
Consultative sales experience
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