TD Wealth Careers and Employment
- IndustryInvestment & Asset Management
ESTATE PLANNING ADVISOR ASSOCIATE in Montréal, QC
on 16 June 2020
Work life balance was appreciated
Made lots of friends - good culture - lots of communities to get involved in - depending on the department you work in, management might not be that great at doing their jobs.
Financial Planning Associate in Toronto, ON
on 4 June 2020
Financial Planning Associate - Toronto
The interview went for about 1.5 hr. The interviewers will play the part of the mean, eccentric and demanding Financial Planners and see how you interact with them and resolve the issues. The salary to start is about $45 000. Average benefits. The work environment: They basically hire International students who dont have work permits and proper visas so that the employee turn around doesnt sky rocket. You will be an associate for minimum 2 to maximum 7 Financial Planners. This number will increase in case your colleagues are away or absent. You will handle all the secretarial / clerical tasks for the financial planners who you work for. This includes but not limited to answering calls, booking appointments, sending out monthly emails, filling out applications, resolving any issues that may arise. You'll be an assistant who will not say no. In the pool of Planners you will handle, there will always be a demanding one, a disorganized one, a terrible communicator and one who doesn't even know basic financial planning. Your job will be to fill the gaps. You bonus and salary increase will depend partly on how your financial planners rate you. If you plan to take up this position you should be ready to bend over backwards. I wouldn't recommend this position to anyone. This is a very stressful environment with never ending work which you may or not be appreciated for. In term of growth, there aren't many opportunities to grow within the department. You have to agree to a two year term as a financial planning associate when you accept this position. In the eight months I was there, most people ended up leaving to different banks due to the lack of opportunities. I myself didn't have to think twice about leaving when I got an opportunity with the a different bank. I started at a customer service position and then moved to the role of a Financial Planning Associate. In all I was with TD for about 2 years. Now that I can compare, TD is terrible in terms of the work load and culture. Hope this helps.
Financial Planner in Toronto, ON
on 11 April 2020
Great opportunity to learn and grow
you can learn a lot about the mutual fund industry and financial planning for clients. learn to allocate capital to different asset classes and funds.
Contractor in Toronto, ON
on 10 March 2020
Nice place to visit, but I would not want to live there
Cramped, noisy, and unassigned office spaces, compounded with office politics, very competitive environmen, and a culture of indecision which leads to wasted efforts or nothing getting done. Strong code reuse practices through the use of common modules.
Financial Planning Associate- Senior Financial Planning in Toronto, ON
on 3 March 2020
Great place to learn the business! But terrible management.
Company business model is not very efficient or fair. job is not equitable and the level of stress is very high compare to the paid you receive. Not enough support from managers for career advancement or growth.
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Insights from 26 Indeed users who have interviewed with TD Wealth within the last 5 years.
Interview is average
Process takes about a month
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