Jeff Smith

Jeff Smith

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location of Jeff SmithBritish Columbia, Canada

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  • Timeline

  • About me

    Senior Regional Manager at TD Wealth Financial Planning

  • Education

    • CIFP - The Canadian Institute of Financial Planning

      2012 - 2015
      RRC Registered Retirement Consultant®
    • CPGA

      1991 - 2004
      Professional Golf Management Degree Business Administration and Management, General
    • CIFP - The Canadian Institute of Financial Planners

      2016 - 2018
    • Fanshawe College

      -
      Business
    • University of Victoria

      2019 - 2019
      CBA Business Administration and Management, General 89%
    • University of Victoria

      2019 - 2025
      DBA Business Administration and Management, General
  • Experience

    • IG Wealth Management

      May 2004 - Feb 2020
      • Director | Senior Financial Consultant

        Jun 2018 - Feb 2020
      • Regional Director

        Jul 2012 - May 2018
      • Division Director

        Dec 2006 - Jun 2012
      • Consultant

        May 2004 - Nov 2006
    • TD

      Feb 2020 - now
      Senior Regional Manager, TD Wealth Financial Planning
  • Licenses & Certifications

    • RRC - Registered Retirement Consultant®

      CIFP - The Canadian Institute of Financial Planners
    • Opportunity in Conflict: Engaging Difficult Conversations

      Roy Group
      Mar 2017
    • The Leader's Discipline: A Coaching Approach to Leadership

      Roy Group
      Feb 2016
      View certificate certificate
  • Honors & Awards

    • Awarded to Jeff Smith
      2017 Esprit de Corps Award 2016 Annual Awards Gala | Investors Group Victoria Downtown Dec 2017 The Esprit de Corps Award recognizes one individual (Consultant, Specialist, Associate, Assistant, Operations Team or Director) who demonstrates the best intrinsic qualities towards community spirit and commitment. Esprit De Corp by definition is, “The common spirit existing in an individual who inspires enthusiasm, devotion and a strong regard for improving the quality of life for the less fortunate in the communities where we live and serve.” The distinction behind this annual… Show more The Esprit de Corps Award recognizes one individual (Consultant, Specialist, Associate, Assistant, Operations Team or Director) who demonstrates the best intrinsic qualities towards community spirit and commitment. Esprit De Corp by definition is, “The common spirit existing in an individual who inspires enthusiasm, devotion and a strong regard for improving the quality of life for the less fortunate in the communities where we live and serve.” The distinction behind this annual award is it's bestowed upon the winner by his or her peers. Show less
    • Awarded to Jeff Smith
      2016 Esprit de Corps Award 2016 Annual Awards Gala | Investors Group Victoria Downtown Dec 2016 The Esprit de Corps Award recognizes one individual (Consultant, Specialist, Associate, Assistant, Operations Team or Director) who demonstrates the best intrinsic qualities towards community spirit and commitment. Esprit De Corp by definition is, “The common spirit existing in an individual who inspires enthusiasm, devotion and a strong regard for improving the quality of life for the less fortunate in the communities where we live and serve.” The distinction behind this annual… Show more The Esprit de Corps Award recognizes one individual (Consultant, Specialist, Associate, Assistant, Operations Team or Director) who demonstrates the best intrinsic qualities towards community spirit and commitment. Esprit De Corp by definition is, “The common spirit existing in an individual who inspires enthusiasm, devotion and a strong regard for improving the quality of life for the less fortunate in the communities where we live and serve.” The distinction behind this annual award is it's bestowed upon the winner by his or her peers. Show less
    • Awarded to Jeff Smith
      T.O.P Award Investors Group Financial Services Jan 2011 Based on performance, recruiting, coaching and mentoring of Investors Group Consultants as a Division Director.
  • Volunteer Experience

    • Past Foundation Board Member

      Issued by Boys & Girls Club Services of Greater Victoria on Sept 2015
      Boys & Girls Club Services of Greater VictoriaAssociated with Jeff Smith
    • Resource Development Committee

      Issued by Boys & Girls Club Services of Greater Victoria on Sept 2015
      Boys & Girls Club Services of Greater VictoriaAssociated with Jeff Smith
    • Beacon Hill Little League - Major & Minor All Star Baseball Coach

      Issued by Little League Canada on Feb 2013
      Little League CanadaAssociated with Jeff Smith