Bill Elliott has extensive experience in the financial services industry, currently serving as a Wealth Planner at Vancity since February 2019. Prior to this role, Bill held various positions at BMO Financial Group from October 2014 to February 2019, including Financial Planner, where responsibilities included developing relationships with top clients and creating comprehensive financial plans. Bill's career began at TD, where roles spanned from Private Account Executive to Business Development Manager, with a focus on identifying High Net Worth clients and driving significant sales growth. Additionally, management positions involved oversight of customer service teams and training representatives to enhance client banking experiences.
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