Upvote
Downvote
Financial Advisor
Share Job
- Suggest Revision
Full-time
- Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
- Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
- Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
- Series 65 required
- Life and Health insurance licenses required, or ability to obtain within licensing and registration schedule
Active Job
Updated TodaySimilar Job
Relevance
Active