Russell Hunter Email & Phone Number

Belleville, Ontario

At TD Wealth Financial Planning, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life’s transitions.With over 13 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Toronto, Ontario

Providing support for Financial Planners with daily requests and campaign opportunities.Help promote positive feedback with great client experiences over the phone and online communication channels.Accomplishments/Achievements: Multiple award recipient for displaying leadership and teamwork that was recognized by my colleagues and peers.

Toronto

Providing support for 600+ households that were transitioned from previous Financial PlannersAssisted with creating detailed financial plans and investment portfolios to meet the client's future financial goalsAccomplishments/Achievements: One of the founding members of the Phone-Based Financial Planning team and continuing to help develop operating practices and procedures while mentoring new Financial Planners into the role

Toronto, Canada Area

Supported all TD lines of business by providing clarification and response to deficienciesDelivered quick and efficient service solutions resulting in positive partner experiencesAccomplishments/Achievements: Recognized by both Retail and Wealth Partners through emails about the amazing support I provided to them and their clients

Hamilton, Ontario

Providing financial advice while opening/maintaining accounts and servicesOffered exceptional customer service to handle any customer problems and questionsAccomplishments/Achievements: Sent referrals to our Wealth Partners that meets the clients needs for their financial future

Handle branch openings, day-to-day banking and closing operationsAccomplishments/Achievements: Achieved and excelled at goals set by branch while providing support to our clients

Certified Financial Planner, Financial Planning

Wealth Management Essentials

Conduct And Practices Handbook Course

Canadian Securities Course

Business, Business Administration 2006

Marketing, Business