Working at TD Wealth - Recensione dipendente - Financial Planner presso TD

1,0
26 giu 2022
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Gets you a foot into the door with your investment and relationship career. Team members are usually a pleasure to work with. Things are kept rather simple, no need to be an investment expert.

Svantaggi

Very Cookie cutter approach even In the Private investment world. Very little room for customization. It's not officially written down which is what makes it more of a cult approach. Pressure to just sell and sell. Current clients will suffer the consequences. Very little work life balance. First year or two things seem great of your top quartile, after this it will be hard go keep up but the demand does not slow down. Systems constantly change so you loose focus on your clients.

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5,0
17 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The only way I could do that was if you had to do a lot more work and then you would be done by yourself so you would be fine yuyyy

Svantaggi

The only way I could do this would probably take about two 2️⃣ hours or less of a break and a few

4,0
5 mag 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Benefits, Compensation, Peers, Communication, Parental Leave, Celebrations

Svantaggi

Micromanaging, Lack of training, Lack of advancement, Lack of communication with SLT, Job Security

1
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