Role OverviewThe Financial Advisor (FA) 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. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals.
What You Will Do
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.
Why It Might Be a Fit
The successful candidate will be able to partner and promote lead generation, manage goals, prioritize tasks, and work in a fast-paced environment. They will also be able to effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs.
Requirements
- Bachelor's degree strongly preferred
- 2+ years of providing advice, planning and investment sales
- SIE, Series 7, Series 63 required
- L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule
Benefits
- base salary
- variable compensation/incentive awards
- health and well-being benefits
- savings and retirement programs
- paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- banking benefits and discounts
- career development
- reward and recognition
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