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thetorontodominionbankcanada.com
This role involves selling investments and providing comprehensive financial plans to clients, ensuring a legendary customer experience from onboarding through annual reviews. The Financial Advisor manages client relationships, meets sales goals, and deepens wallet share by suggesting appropriate wealth solutions. The position requires strong consultative sales experience and the ability to partner with retail and small business banking teams.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for thetorontodominionbankcanada.com.
7% above the average for this role