Rachel Welsh
Manager, Competitive Recruiting and Business Programs @TD
Signup · Get unlimited contacts
WORK HISTORY
Manager, Competitive Recruiting and Business Programs @TD
Toronto, ON, CA
EDUCATION
Canadian Securities Institute
Wealth Management Esssentials
Canadian Securities Institute
Investment Advisor Training Program (IATP / 90-day)
Queen's University
Bachelor of Arts Honours (B.A.H.), French Studies
IFSE Institute
Exempt Market Products Course
Canadian Securities Institute
Canadian Securities Course
Université Lumière Lyon 2
Bachelor of Arts Honours (B.A.H.), Translation and Linguistics
Canadian Securities Institute
Conduct & Practices Handbook
ABOUT RACHEL WELSH
I believe that transparent communication, honest conversations, and the sharing of knowledge are the cornerstones of meaningful relationships — in business and in life. These values guide how I show up every day: with integrity, empathy, and a genuine desire to help advisors make informed decisions that reflect who they are and what they stand for.I’m passionate about helping financial advisors make thoughtful, values-driven decisions about where and how they grow their practice. Whether you\'re evaluating your current dealer or exploring new opportunities, I help advisors navigate the due diligence process with clarity and confidence.At Raymond James, I help advisors determine if our firm is the right home for their practice. Our four pillars — independence, conservatism, long-term focus, and putting people first — are more than just words: they’re the foundation of how we operate and support our advisors. If you\'re an advisor questioning whether your current dealer still aligns with your values, let’s have a confidential conversation. I’d love to hear your story and help you explore what’s next.Contact me directly at:(m) 64••••••63 |(e) bit.ly/RJLDSCLMR
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.