Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning guidance
Investment management solutions
Client relationship management
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling 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 selling investment management solutions to TD Wealth clients.
Responsibilities include servicing client needs, developing relationships, maximizing retention and growth, and ensuring a complete onboarding experience for new clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and career development opportunities.
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 to TD Wealth clients.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Financial planning guidance
Investment management solutions
Client relationship management
Sales goal achievement
Regulatory compliance adherence
Nice-to-have
Customer-centric approach
Positive work environment contribution
Community involvement
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