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Danielle Bruno

Danielle Bruno

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location of Danielle BrunoGreater Toronto Area, Canada

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  • Timeline

  • About me

    Relationship Manager, Advisor Distribution at TD Asset Management

  • Education

    • York University

      2008 - 2013
      Bachelor of Public Administration, Specialized Honours Public Policy Analysis, Public Administration

  • Experience

    • TD

      Feb 2015 - Feb 2017

      ♦Understand customers’ banking needs and provide appropriate financial solutions, including new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience. ♦Responsible for meeting and exceeding specific, individual and team based business goals

      • Financial Advisor

        Feb 2016 - Feb 2017

      • Financial Services Representative

        Feb 2015 - Feb 2016

    • Fidelity Investments

      Mar 2017 - Jun 2017
      Business Development Associate

    • TD

      Jul 2017 - Nov 2018
      Financial Advisor

    • TD Asset Management

      Dec 2018 - now
      Business Development Manager

      As a Business Development Manager, I am responsible for uncovering new sales opportunities andsupporting existing relationships with financial advisors. I work with a Regional Vice President to helpadvisors build and grow a successful practice by providing in depth knowledge of TDAM products andmarkets, tailoring the advisor experience to address their needs and providing strong and dynamic sales support to advisors that we do business with.

    • TD

      Feb 2025 - now
      Relationship Manager, Advisor Distribution

  • Licenses & Certifications

    • PFSA

      Canadian Securities Institute
      Jan 2018

    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      Feb 2017

    • Branch Compliance Officer (BCO)

      Canadian Securities Institute (CSI)
      Apr 2018

    • Financial Planning 1

      Canadian Securities Institute (CSI)
      Mar 2016

    • Investment Funds in Canada (IFC)

      Canadian Securities Institute (CSI)
      Dec 2014