TARA LEE

*** ********** ***. *******, ** M*N *B* ad4nz7@r.postjobfree.com 647-***-****

Career Objective

To obtain a fulltime position to effectively make a positive contribution to your financial institution and to add a valuable impact to the community.

Highlights of Qualifications

l Legendary career experiences in financial banking industry in Canada l Detail-oriented, entrepreneurial, organizational, professional skills l Licensed in mutual fund in Canada (IFIC) quailified as a financial advisor/ investment specialist l Exceptional leadership to develop the team and plan to build effective partnership l Provide excellent strategies, great problem-solving skills, and business analytical planning l Competent, respect inclusion and exceptional in administrative and management skill l Trustworthy, highly competent, responsible, and attention to details Work Experiences

Bank of Montreal Wealth Management 2022 - Present

Investment Specialist in Wealth BMO First Canadian Place l Guiding high net worth clients on wealth and investment strategies and products to meet client’s objective. Fulfilling investments related services and activities for client in BMO Wealth Management.

l Performing above the expected target in a direction guided by the company’s standard. l Provide great gesture to clients with good communication to build strategy and to provide best financial guidance.

l Maintaining good relationships with team and clients, vibrating excellent team work and obtaining great supports from higher management team in the company. Capable of working in high paced working environment with polite and respectful manner. TD Canada Trust 2017- 2022

Financial Advisor/ Investment Consultant

l Deliver investment options in mutual funds and financial advice to add value to customers and utilize financial tools to achieve Client First experience l Manage pipeline, and prospecting skills including make outbound calls to further success in consultant role in business field. Successful at investment transferred $8.7MM to TD bank last year, #1 Wealth outbound call in the district

l Leading digital month campaign as a Digital Ambassador by hosting a huddle, motivating team members to engage iPad usages and other digital services l Keeping the core belief of inclusion, respect and integrity in working environment. l Educating and advising company policy while assisting with financial needs including Mortgage, HELOC, Mutual Funds and other Investment options

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Work Experiences, Cont.

● TD Canada Trust 2015-2017

Customer Service Representative (Team Leader)

l Providing excellent customer service. Hosting conference meeting in the morning to reassess the daily work. Prep daily goal, plan ahead before meeting with the team work. l Ensure team is understanding core belief to develop and growth in increase of company shares, group benefits, and team skills to innovate a future ready in team l Awards of championship quarterly (Q1, Q2, Q3) from Executive Vice Presidents in the North York District Ontario Canada.

● Royal LePage Real Estate 2014 -2015

Front Desk Manager’s Assistant

l Answered on-call phones for booking, confirming, cancelling appointments l Uploading leasing or financing housing and condo listings to Toronto MLS l Responding to agents and clients via phone and email and follow up for apps l Managing the business policy, planning for the listings of real estates, creating offers, waivers, amendments, listing packages

● Insook Choi Paralegal Consulting INC. 2012 - 2014

● Legal Assistant

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l Communications and Relationship: Prep daily documents to communicate between professions, lawyers, doctors, and insurance company.

l Assisted the paralegal in the preparing of legal documents, including briefs, pleadings, appeals, wills, contracts, and real estate closing statements l Prepared affidavits and other documents, and maintain document file l Gather and analyze research data, including statutes, decisions, and legal articles l Directed and coordinated office activity, including official papers l Achieved goals in increasing the office`s revenue and its monthly sales goal Continued page 3

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Work Experiences, Cont.

Vector Marketing Corporation Canada 2010– 2011

● Sales Representative

l Committed to excellence in service use of good knowledge in sales and promotions l Present and sell company products and services to potential clients l Responsible for all sales activities in assigned accounts or regions l Develop and maintain sales materials and product knowledge l Established and achieved relationships with clients Education

Reformed Theology Seminary College 2014-2015

Doctrine of Theology (MDIV)

Tyndale University and College 2011-2014

A.Y. Jackson Secondary School 2008- 2011

Achievements

Investment Funds in Canada (IFIC)

PFSA Certificate

Working on PFP

Successful Financial Fitness Certificate

North York District Q1, Q2, Q3 Awards of Excellence at TD Canada Trust Worker Health and Safety Awareness Completion

Co-curricular Involvements

Volunteered at KOSTA organization to report tax income with professional financial accountants and assisted with filing business corporation annual Tax

60 hours volunteer at Branson Site North York General Hospital

6 months of co-op in Haiti, establishing an academic institution, coordinated learning programs and classes and managed teachers and students.

Assisted kindergartens at Crestview Elementary School

Lectured fundamental computer and technology lessons in a classroom of 15 senior students

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