AeroLeads people directory · profile
Ali Jan Email & Phone Number
Financial Planner at TD Wealth Financial Planning Direct
at
TD
1 work email found
@td.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner at TD Wealth Financial Planning Direct
Location
Mississauga, Ontario, Canada
Company size
Who is Ali Jan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ali Jan is listed as Financial Planner at TD Wealth Financial Planning Direct at TD, a with 1 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Ali Jan.
Ali Jan previously worked as Associate Planner at Td and Investment Representative (Core/Core+) at Td. Ali Jan holds Master'S Degree, Economics, Gpa: 3.7 from Beijng Normal University.
Company email context
Email format at TD
This section adds company-level context without repeating Ali Jan's masked contact details.
{first}.{last}@td.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ali Jan. Compare company email patterns before reaching out.
Profile bio
About Ali Jan
I am a dedicated Associate Financial Planner who leverages a results-driven approach to excel in business development and customer acquisition. I prioritize client relationship management above all, and ensure that I provide the right financial advice to my clients. I am committed to fostering a positive working environment. I am currently pursuing FPSU (Financial Planning Supplement) accreditation, striding towards Certified Financial Planner (CFP) designation.
Listed skills include Problem Solving, Writing, Web Design, Microsoft Office, and 4 others.
Current workplace
Ali Jan's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Ali Jan work experience
A career timeline built from the work history available for this profile.
Associate Planner
Current- Managing team-based book of business of multi-million dollars and actively investing and re-balancing individual affluent clients' portfolios through TD Asset Management financial products.- Enhancing gross production of accounts, improving lead generation and building pipeline of prospect clients through in-depth discovery process.- Managing complex sales cycle tailored to the wealth needs of clients using internal and external resources.Advising clients about investment opportunities, coaching them about efficient tax strategies and guiding them to achieve the targets of financial plan(s).- Executing customer acquisition and retention strategies, building customer relationships, liaising with marketing, national office and strategy department to drive success.
Oct 2023 - Present
Investment Representative (Core/Core+)
- Proactively looked for new business units and OFI asset consolidation. Achieved sales targets by 127 percent in the last quarter.- Performed fundamental financial analysis on stocks and markets to address clients' investing concerns.Identified opportunities and introduced services as well as DI products to meet clients' evolving investing needs.- Educated and empowered clients about financial and investment related knowledge using Wealth Management tools and knowledge centre.- Led a team of problem-solvers and go-getters to improve systems and processes to attain synergies and enhance productivity.
Apr 2022 - Oct 2023
Business Development Executive
- Accomplished 100 percent target of planning and conducting 4 seminars events in Beijing with over2000 participants within the span of 8 months.- Managed and built a team of 3 to coordinate and connect with a record-breaking rate of 20 prospectivemembers in a day to recruit future talent for Global Professional Forum Beijing.- Championed selling and marketing BGTEA membership to the prospective and existing internationaldiaspora, resulting in 150 percent growth in the last two quarters of 2021.- Reviewed and assessed members’ complaints and resolved issues of over 15 local and internationalclients through telecommunication as well as in person each day.
Aug 2021 - Jan 2022
Assistant Director
Dec 2017 - Jul 2019
Various Roles In Business Development
Afss, Createck, Iba
Aug 2015 - Nov 2017
4 education records
Ali Jan education
Master'S Degree, Economics, Gpa: 3.7
Beijng Normal University
Diploma, Chinese Language (Mandarin), 92%
Non-Degree (Exchange Program), Marketing, 82%
Bachelor’S Degree, Business, Management, Marketing, And Related Support Services, 83%
FAQ
Frequently asked questions about Ali Jan
Quick answers generated from the profile data available on this page.
What company does Ali Jan work for?
Ali Jan works for TD.
What is Ali Jan's role at TD?
Ali Jan is listed as Financial Planner at TD Wealth Financial Planning Direct at TD.
What is Ali Jan's email address?
AeroLeads has found 1 work email signal at @td.com for Ali Jan at TD.
Where is Ali Jan based?
Ali Jan is based in Mississauga, Ontario, Canada while working with TD.
What companies has Ali Jan worked for?
Ali Jan has worked for Td, Beijing Global Talent Exchange Association, State Bank Of Pakistan (Sbp), and Afss, Createck, Iba.
How can I contact Ali Jan?
You can use AeroLeads to view verified contact signals for Ali Jan at TD, including work email, phone, and LinkedIn data when available.
What schools did Ali Jan attend?
Ali Jan holds Master'S Degree, Economics, Gpa: 3.7 from Beijng Normal University.
What skills is Ali Jan known for?
Ali Jan is listed with skills including Problem Solving, Writing, Web Design, Microsoft Office, Leadership, Microsoft Excel, Customer Service, and Research.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Ali Jan you were looking for.
View similar profiles
