
Jeff Smith

Connect with Jeff Smith to Send Message
Connect
Connect with Jeff Smith to Send Message
ConnectTimeline
About me
Senior Regional Manager at TD Wealth Financial Planning
Education

CIFP - The Canadian Institute of Financial Planning
2012 - 2015RRC Registered Retirement Consultant®
CPGA
1991 - 2004Professional Golf Management Degree Business Administration and Management, General
CIFP - The Canadian Institute of Financial Planners
2016 - 2018
Fanshawe College
-Business
University of Victoria
2019 - 2019CBA Business Administration and Management, General 89%
University of Victoria
2019 - 2025DBA Business Administration and Management, General
Experience

IG Wealth Management
May 2004 - Feb 2020Director | Senior Financial Consultant
Jun 2018 - Feb 2020Regional Director
Jul 2012 - May 2018Division Director
Dec 2006 - Jun 2012Consultant
May 2004 - Nov 2006

TD
Feb 2020 - nowSenior 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 GroupMar 2017- View certificate

The Leader's Discipline: A Coaching Approach to Leadership
Roy GroupFeb 2016
Honors & Awards
- Awarded to Jeff Smith2017 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 Smith2016 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 SmithT.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
Associated with Jeff SmithResource Development Committee
Issued by Boys & Girls Club Services of Greater Victoria on Sept 2015
Associated with Jeff SmithBeacon Hill Little League - Major & Minor All Star Baseball Coach
Issued by Little League Canada on Feb 2013
Associated with Jeff Smith
Recommendations

Wyllyan lima
Analista da Qualidade/ Garantia da Qualidade/ Administração/ Técnico em eletrônicaJundiaí, São Paulo, Brazil
Atilio medina
Cloud Operations Engineer at State of UtahSalt Lake City, Utah, United States
Jemma haviland
Administrator extraordinaireDenver, Colorado, United States
Sanjay kumar
Dy General Manager at Indian Oil Corporation LimitedSouth Delhi, Delhi, India
Bethany lee-lehner
Director Patient Education Adult Hospitals Michigan Medicine, University of MichiganPinckney, Michigan, United States
Ekatva jain
Social Media Marketing Specialist | MBA, Journalism, Video ProductionChandigarh, India
Delphine aibel
Artist | DesignerGrand Rapids, Michigan, United States
Jaime sternick
Executive AssistantColumbus, Ohio, United States
Denise jones
Corporate Access and Privacy Officer @ City of Winnipeg | MI, CIPMGreater Winnipeg Metropolitan Area
Paul dow
Team Leader Business Analysis at City of CaseyGreater Melbourne Area
Keegan pearce
Director of Hockey at Kearsney College - South African Schools Hockey U18 Boys Head Coach- - South...Durban, KwaZulu-Natal, South Africa
Myriam el kozah
Product Owner at One Click LCA | LEED Green AssociateRiyadh, Saudi Arabia
Muhammad asfar
Deputy Manager Mechanical Maintenance & ProjectsKarāchi, Sindh, Pakistan
Ivan kostiv
Senior Voice Engineer at Camping WorldGreater Chicago Area
Mihai rotariu
Technology Lifecycle Maintenance Supervisor at MI-SWACOZona metropolitană Ploiești
James e. fitzgerald
Mediator │ Arbitrator │ Litigation and Trial Strategy ConsultantLos Angeles Metropolitan Area
Outi mäkinen
People and Growth | Founder at Skilla Oy | TA at SiemensHelsinki, Uusimaa, Finland
Hemanth peddi
Thomson Reuters | Software Developer | Ex - Mu SigmanHyderabad, Telangana, India
Johanatan abanto
ASESOR DE CRÉDITOS HIPOTECARIOS en Banco Pichincha PerúPeru
Hari kumar b
S/4 HANA Logistic Sr.Consultant at SAP America IncExton, Pennsylvania, United States
...