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.TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank./*********/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
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Senior Financial Planner At Td Wealth Financial PlanningTd Jan 2019 - Jul 2024Belleville, OntarioAt 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. -
Financial Planning Associate At Td Wealth Financial PlanningTd Feb 2014 - Jan 2019Toronto, OntarioProviding 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. -
Financial Planner At Td Wealth Financial PlanningTd May 2015 - Jun 2016TorontoProviding 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 -
Wealth Information Center Officer At Td WealthTd Nov 2012 - Feb 2014Toronto, Canada AreaSupported 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 -
Financial Service Representative At Td Canada TrustTd Apr 2012 - Nov 2012Hamilton, OntarioProviding 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 -
Customer Service Representative At Td Canada TrustTd Jan 2010 - Apr 2012Handle branch openings, day-to-day banking and closing operationsAccomplishments/Achievements: Achieved and excelled at goals set by branch while providing support to our clients
Russell Hunter Education Details
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Fp CanadaFinancial Planning -
Canadian Securities InstituteWealth Management Essentials -
Canadian Securities InstituteConduct And Practices Handbook Course -
Canadian Securities InstituteCanadian Securities Course -
Business Administration 2006 -
Business
Frequently Asked Questions about Russell Hunter
What is Russell Hunter's role at the current company?
Russell Hunter's current role is Certified Financial Planner, Wealth Management.
What schools did Russell Hunter attend?
Russell Hunter attended Fp Canada, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Mohawk College, Mohawk College.
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Russell Hunter
Leadership & Organizational Development Consultant, Facilitator & Executive/Leadership CoachVancouver, Bc2hpinstitute.ca, tekara.com -
1saddlelake.ca
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