Td Wealth Sucks Customer Reviews and Feedback

From Everything.Sucks

TD Private Client Group is a unit of TD Wealth® in the United States, which is a business of TD Bank, N.A., member FDIC (TD Bank). TD Private Client Group provides its clients access to bank and non-bank products and services. Banking, investment and trust services are available through TD Bank.


A former employee mentioned, "Td Wealth is cramped, noisy, and unassigned office spaces, compounded with office politics, very competitive environment, and a culture of indecision which leads to wasted efforts or nothing getting done. Strong code reuse practices through the use of common modules."

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I certify that this review is based on my own experiece and is my opinion of this person or business. I have not been offered any incentive or payment to write this review.

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Financial Planning Associate (Former Employee) says

"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."

Contractor (Former Employee) says

"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."

Client Service Associate (Former Employee) says

"The training was very minimal and the systems are a patchwork of many different programs that have been cobbled together over the years. The expectations were very high and it was often not a good work environment."

Marketing Assistant (Former Employee) says

"Very limited opportunities for growth and advancement due to the fact that each advisor is a sole proprietor so you really work more for the advisor than the bank. Cons: Limited advancement"

Mail Processor (Former Employee) says

"Positives: Cons: contract Hours, hours based on demand and FPs scheduling"

Financial Planner (Current Employee) says

"Great earning potential, except you are paid on MER trailer commissions after your book hits certain size, what will happen once Canada bans trailer commissions? Cons: Poor back office support/Poor Management"

Senior Manager (Former Employee) says

"Big organization with good overall management but some serious issues with management at lower levels of the organization. Not particularly innovative"

Financial Planning Associate- Senior Financial Planning (Current Employee) says

"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. Cons: Terrible management"

Manager, Change Management (Former Employee) says

"I do not want to comment on my experience. It was good when I started and as it was reorganized 4 times within 2 years things like leadership began to get worse"

Analyst (Former Employee) says

"The company has it's policy but It all depends on your own manager. Some team are relaxed, some team are not. Connection within the company is very information for advancement."

Operations Officer (Current Employee) says

"Tiring day looking at the trades. Depending on market and can be very competitive. Internal politics and favouritism still exist. Few people are nice but if you do wrong, get ready for blame"

Analyst (Former Employee) says

"Overall, the experience working here was alright, however, not as many chances to advance unless you 'network' with executives. Problem seems to be like any large organization. Cons: Compensation / advancement."

Investment Advisor (Former Employee) says

"TD Wealth was a very nice place to start a career, and offered both the opportunity for professional growth and advancement, but it was somewhat limited in the end. Management was weak and it sometimes felt like the future of the company was in jeopardy. Best part of the job was the finance work, but the constant travel was very difficult. Cons: lots of travel and bad management"

Compliance Analyst (Former Employee) says

"Low pay, and poor job security creates low morale in the workforce. Several employees have left or have been laid off due to restructuring. Working environment is extremely controlled. Cons: Poor job security"

Client Service Associate (Current Employee) says

"Some advisors are good, some not so good. The work is fair and can be easy or difficult. It depends on the individual and their capabilities. I liked most of the people that I dealt with."

CLIENT RELATIONSHIP ASSOCIATE (Former Employee) says

"I have already answered all these questions under TD Private Investment advice which then in turn became TD Wealth. Cons: management couldn't manage (new to TD, deceitful)"

Team manager (Current Employee) says

"pro's"

Client Service Representative (Former Employee) says

"Micromanaging , typical call center envrionment. It's ok in the beginning but it's start getting to you. I would not recommend"

Wealth Operations Officer (Current Employee) says

"I learned how the office atmosphere is and what you need to do to move up in the corporate world. The work the place culture is very supporting if you have a supportive manager. The hardest part of the job would be balancing all the time sensitive tasks. Cons: Commute"

Marketing Assistant to Investment Advisor (Former Employee) says

"TYPICAL DAY: Cons: No headset or computer-aided dialing"