Financial Advisor

Canada Job Bank; Abbotsford; On-site; CAD 111,000 - 166,000; Full time

Job summary

TD Bank is hiring a Financial Advisor focused on detailed financial planning and investing solutions within TD Wealth. The role emphasizes client-centric wealth management, long-term financial well-being, and a strong emphasis on relationships and compliance.

The position is on-site in Abbotsford, BC, with a 40-hour work week and full-time employment, offering a base salary with variable compensation and a broad benefits package including retirement and health programs.

Qualifications

• Licensing and registration requirements must be met (SIE, Series 7, 63, and Series 66 or equivalent).
• Self-starter with ability to organize activities to meet sales and referral goals.
• Deep knowledge of wealth products and services.

Responsibilities

• Act as the main point of contact for TD Wealth clients.
• Analyze the client’s financial goals and suggest investments aligned with them.
• Give a thorough onboarding and plan support throughout the client’s lifestyle.
• Execute regular reviews focusing on total wealth needs and identify opportunities to grow the relationship.
• Work with other teams to direct customers to suitable banking and wealth solutions.
• Ensure all interactions and transactions comply with regulations and policies.
• Create and keep proper documentation while carrying out due diligence.
• Support the team with mentoring and fostering a productive work environment.
• Promote TD Wealth within the community and clients’ networks.

Skills

SIE

Series 7

Series 63

Series 66

Self-starter

Relationship skills

Communication skills

Wealth products knowledge

Education

Bachelor's degree

Job description

The Financial Advisor position is a representative of TD Wealth that is centered on the delivery of detailed financial planning and investing solutions. Thus, this position acts like a gatekeeper letting the clients enjoy the benefit of their wishes for the growth of the assets, their protection, and the coming of long-term financial well-being.

Having put people first, TD Bank Group creates a working environment where professionals can thrive. Colleagues enjoy learning and development opportunities, active cooperation with others, and a long-term career investment in support of their aspirations.

A bank that is known for its financial stability, community engagement, and employee support, TD Bank Group is still continuously raising the bar higher for the wealth management industry. The readers are strongly encouraged to check the complete job posting below to get a better understanding of what the position entails and to submit their applications directly.

Company Name : TD Bank
Location : Abbotsford, British Columbia, Canada
Salary : $78,520 – $117,520 USD per year
Job Type : Full time
Start date : As soon as possible
Benefits : The list includes base salary, variable compensation, and incentive awards; health and well-being benefits; savings and retirement programs; paid time off (vacations, flexible, and holiday PTO); banking benefits and discounts; career development opportunities; reward and recognition programs.

Job Description

• A role of financial advisory that is focused on the client inside TD Wealth.
• Meets the needs of long-term financial planning and investment management.
• Uses one client portfolio as the primary relationship manager.
• Client experience, growth, and relationship deepening are the main areas of focus.
• A role on-site located in Brooklyn, New York.
• A full-time job with 40 hours in a week

Responsibilities

• Act as the main point of contact for TD Wealth clients.
• Analyze the client’s financial goals and suggest investments that are going to be aligned with them.
• Give a thorough onboarding and plan support throughout the client’s lifestyle.
• Execute regular reviews with the clients that will revolve around their total wealth needs.Spot the chances to not only let the customer know better through different services but also to get more money from the customer.
• Work with other teams to direct customers to the most suitable solutions in banking and wealth.
• Make sure that every interaction and transaction with the client is compliant with all the regulations and policies.
• Create and keep proper documentation while carrying out the necessary due diligence.
• Be there to support the team in their collaborative efforts, mentoring, and the cultivation of a good working environment.
• Be the one who brings the essence of TD Wealth to the community and the clients’ network.

Requirements

• A bachelor’s degree is very much preferred
• At least 2 years in giving advice, planning, and selling of investments
• SIE, Series 7, Series 63 are must-have
  Required to possess L&H and Series 66 (or equivalent) or the ability to get all in accordance with the Licensing and Registration Schedule Self-starter, with an excellent capacity to organize own activities in order to meet sales and referral goals.
• Deep knowledge of wealth products and services.
• Excellent speaking and writing skills
  Excellent organizational and time management skills.
• Willingness to make a daily five-day trip to the assigned market for meeting prospective clients, current clients, and partners.
• Ready for daily commuting within the assigned area.Thorough knowledge of wealth management business development techniques.
• Good grasp and experience dealing with retail and small business banking customers.
• Consultative sales experience is mandatory .
• Proven Relationship and Collaboration Skills.