Wealth's Financial Advisor

TD Wealth's Financial Advisor position at the Brooklyn branch is geared towards assisting clients with varied and intricate wealth situations. They help clients with personalized financial planning and investment advice. The individual in this role is the main point of contact and thus, maintains and nurtures relationships with clients over the long run.

TD creates an environment that is centered around people and that highlights teamwork, career advancement and perpetual training. The personnel are supported through systematic initiatives, mentoring and a strong team culture that aims to improve productivity while keeping a good work‑life balance and taking care of health.

TD being a premier global financial entity is often seen in a similar light with great clients and employees as it is with its good intentioned practices. If you want to take your career path in a firm that is not only respected but also invests heavily in its human capital, go through the job advertisement below to get more insights into this vacancy.

Company Name : TD Bank
Location : Montreal, QC
Salary : $78,280 - $117,520 USD
Job Type : Full time
Start date : As soon as possible
Benefits : Health and wellness benefits, savings and retirement plans, paid leave, banking advantages and staff discounts, career growth and tutoring programs, regular training and coaching, reward and recognition schemes, a flexible hybrid work model, and a caring and inclusive workplace,and an amazing salary.

Job Description

• The position of financial advisor in the TD Wealth firm was
• Mainly the financial planning and investment management solutions will be
• The full-time job will be located in Brooklyn, New York, and it will be on-site only.
• Next to building client relationships, the three-year program is organized in a very structured manner.
• Particularly, the soft skills necessary for a long‑lasting client relation, and the strategies for growing the client's wealth will be focused on.
• Engaging with the community and team will involve a 40‑hour workweek.

Responsibilities

• In each case, uphold and enable the customer service tactics of TD.
• Ensure that your service is of high quality at all times to all customers, partners, and stakeholders.
• Take part in the constant enhancement of the customer and partner experience.
• Be a promoter and supporter of the team atmosphere that is inclusive, collaborative, and positive.
• Exchange knowledge, update on progress, and work through communication smoothly with the other members of your team.
• Might help the leadership of the team through providing direction, training, and sharing information.

Requirements

• Bachelor's degree is a strong preference
• At least 2 years of experience in giving advice, planning, and investment sales.
• SIE, Series 7, Series 63 are a must
• Having L&H and Series 66 (or equivalent) is a requirement or the ability to receive all within the Licensing and Registration Schedule Self-motivated, with an excellent ability to organize and plan activities for the purpose of attaining sales and referral targets
• Deep knowledge of wealth products and services
• Excellent communication skills both orally and in writing
• Excellent organizational and time management skills
• Willingness to travel in the assigned market to meet potential and existing customers as well as partners five days a week
• Willingness to travel in the assigned area
• Very good knowledge of wealth management business development techniques
• Very good knowledge and experience of working with retail and small business banking clients
• Consultative selling experience is a must
• Showing relationship‑building talents and being able to work jointly with people from different departments
• Track record of meeting the sales targets