Provide advanced financial planning and client service support for Financial Advisors and their clients, leading creation and delivery of financial plans, managing onboarding and account operations, and supporting business development efforts.
Compensation
$26.88-$36.11 hourly rate
Bonus potential up to 10.5% of base pay
Responsibilities
Own and manage financial planning activities for advisors
The Business Dev Intmd Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities
Proactively build strong and productive relationships within our bank assessment areas to promote and generate business to meet and exceed goals.
Facilitate, promote, and administer financial education, seminars and outreach efforts to generate business.
Provide technical training on lending programs/products to external relationship partners and to internal partners team on
Manage and cultivate relationships with external clients to increase lending penetration in bank assessment areas.
Works closely with leadership in support of new business development efforts. This role emphasizes planning, organizing, researching, and responding to retail private label and co-brand opportunities in a uniform manner.
Requirements
Bachelor’s/University degree or equivalent experience
Business Development Officer responsible for building relationships, promoting financial education, and driving lending penetration in the Mexicali region.
Responsibilities
Proactively build strong and productive relationships within our bank assessment areas to promote and generate business
Facilitate, promote, and administer financial education, seminars and outreach efforts to generate business
Provide technical training on lending programs/products to external relationship partners and internal partners
Manage and cultivate relationships with external clients to increase lending penetration in bank assessment areas
Support strategic planning process for business development
Requirements
Bachelor’s/University degree or equivalent experience
The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
Compensation
$61,880 - $92,560 USD
Responsibilities
Analyze client and prospect financial information, including income, cash flow, assets and liabilities
Educate and advise prospects and clients regarding investment and insurance strategies and products
Recommend personalized/tailored investment and insurance strategies and products to meet client’s financial and wealth creation objectives
Develops, maintains and manages all aspects of the client’s relationship with TD Wealth
Builds a client base by acquisition of new clients on an ongoing basis
Lead and develop a team of PYME executives to drive growth, profitability, and quality of a portfolio of business clients through new business generation, deepening commercial relationships, and offering comprehensive financial solutions.
Responsibilities
Proactively build strong and productive relationships within our bank assessment areas to promote and generate business
Facilitate, promote, and administer financial education, seminars and outreach efforts to generate business
Provide technical training on lending programs/products to external relationship partners and to internal partners team
Manage and cultivate relationships with external clients to increase lending penetration in bank assessment areas
Works closely with leadership in support of new business development efforts
Requirements
Bachelor’s/University degree or equivalent experience
Senior analyst managing wealth relationships for affluent and high net worth clients, providing comprehensive financial planning and advisory services.
Compensation
Primary Location Full Time Salary Range: $88,400.00 - $132,600.00
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Requirements
Bachelor's/University degree or equivalent experience
A seasoned professional role focused on building and deepening relationships with the affluent and High Net Worth segment, providing financial planning and holistic financial solutions.
Compensation
$83,920.00 - $125,880.00
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services, and tools
Provide regular value-added engagement with clients - High touch, face-to-face meetings at client's preferred location
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship
Requirements
Bachelor's/University degree or equivalent experience
Nice to have: Microsoft Office (Excel, Outlook, and Word)
Nice to have: Money Guide Pro
Nice to have: NaviPlan Select
Nice to have: Investment and financial planning strategies
