Seniority
Staff
Department
Finance & Accounting
Location
Brampton
Industry
Banking
Company size
105K
Contact information
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j•••••••@td.com
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Background
About Jesse Gowan
As an Associate Investment Advisor, I provide dedicated support to the SWAN Wealth Group by executing the team strategy for investment solutions, client engagement and business development. In my role, I focus on new client acquisition through our discovery and planning process and provide recommended solutions based on the investment philosophy of our SWAN FORMula™. I also leverage my wealth planning expertise to create goals-based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process. SWAN Wealth Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociaux Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.
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