David Iles

David Iles Email and Phone Number

Client Relationship Associate @ TD
Toronto, ON, CA
David Iles's Location
Toronto, Ontario, Canada, Canada
David Iles's Contact Details

David Iles work email

David Iles personal email

n/a
About David Iles

David Iles is a Client Relationship Associate with The Hamilton Wealth Management Group at TD Wealth Private Investment Advice, which serves a small group of select high net worth investors who seek wealth management advice with a personal touch.The team develops strong relationships with their clients and provides client-focused, family-oriented service that is attentive and responsive. They learn about each client’s family situation to uncover their specific financial goals, estate planning and business succession needs. Working with TD specialists, the team then develops customized investment strategies that reflect those objectives and can help clients create and preserve wealth for the next generation. David supports the team by providing exemplary customer service and helping to ensure administrative excellence – both with clients and within the group. He is working towards obtaining the Certified Financial Planner (CFP®) designation with a view to expanding his responsibilities.David has completed the Canadian Securities Course, Conduct and Practices Handbook Course, and a Certificate in Financial Services Advice with the Canadian Securities Institute, and is working on the Wealth Management Essentials Course. He was awarded the TD Star Award in 2014, which is given to employees who maintain a high level of professional business conduct and integrity throughout the year as well as demonstrate excellence in their field.David and his wife Maureen have two young children. He spends his free time taking them to soccer, dance and swimming, and watching documentaries and reading.Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer. The Hamilton Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

David Iles's Current Company Details
TD
Client Relationship Associate
Toronto, ON, CA
Employees:
1
David Iles Work Experience Details
  • Td
    Client Relationship Associate
    Td
    Toronto, On, Ca
  • Td
    Client Relationship Associate
    Td Apr 2019 - Present
    Toronto, Ontario, Canada
  • Td
    Client Service Associate | Td Wealth Private Investment Advice
    Td Apr 2007 - Apr 2019
    Toronto, On
  • Td
    Financial Service Representative | Td Canada Trust
    Td Nov 2000 - Apr 2007

David Iles Skills

Csc Cph Csi Ia 90 Day Training Program Customer Service Banking Word Excel Outlook Fast Learner Trading Financial Markets Microsoft Word Microsoft Excel Financial Analysis Mutual Funds Risk Management Loans Wealth Management Investments Relationship Management Credit Financial Services Financial Planning Retail Banking Portfolio Management Business Relationship Management Management

David Iles Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Conduct And Practices Handbook Course

Frequently Asked Questions about David Iles

What company does David Iles work for?

David Iles works for Td

What is David Iles's role at the current company?

David Iles's current role is Client Relationship Associate.

What is David Iles's email address?

David Iles's email address is david.iles@td.com

What schools did David Iles attend?

David Iles attended Canadian Securities Institute, Canadian Securities Institute, George Brown College.

What skills is David Iles known for?

David Iles has skills like Csc, Cph, Csi Ia 90 Day Training Program, Customer Service, Banking, Word, Excel, Outlook, Fast Learner, Trading, Financial Markets, Microsoft Word.

Not the David Iles you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.