Analytical senior advisor
with a superlative track
record managing complex
business undertakings to
mitigate risk, improve
bottom line results, while
ensuring compliance with
internal and external
expertise in client
relations to advance
activities in financial
products and services.
KITCHENER, ON N2C 2L8 +1-647-***-****
FINANCIAL ADVISOR • TD CANADA TRUST BRANCH 1791
Provided a full range of customized financial solutions using a financial planning approach
Analyzed investment opportunities and client needs and recommended appropriate strategies.
Execute and contribute to branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, and credit compliance and non-credit losses.
Focused on building and maintaining long term relationships
Built strong client relationships, taking a multifaceted approach to financial planning including cash and credit planning, education planning and wealth protection planning.
Worked with clients to evaluate economic conditions, provided forward thinking investment options and planning helping in clients achievement of short- and long-term goals.
Cooperated with other internal partners and external partners as client needs warranted.
Coaching and Training new staff about credit compliance and other complex units.
Contributed to the overall business objectives of the team by acquiring, retaining and growing loyal customer relationships.
Develop & Implement detailed Financial Plans for each client with focus on Retirement/Investment/Education goals.
Proactively demonstrate lobby leadership in the customer lounge, help & advice area.
OFFICER – CSI
INVESTMENT FUNDS IN
POST GRADUATE DIPLOMA
AND BANKING) • 2011-
2013 • LAMBTON COLLEGE
BACHELOR OF COMPUTER
APPLICATION • 2002-
2005 • SCHOOL OF
EVENT ORGANISER FOR
Financial Service Representative • TD Canada Trust Branch 1512 May 2015-Mar 2018
Meet the needs of customers by offering advice based on their total financial situation
Attended Financial Advisor trainings and continued education sessions to stay current regarding products, solutions, services, and policies.
Conducting in-depth reviews of client’s financial circumstances, current provision and future aims
Assist applicants for personal mortgage, student and business loans.
Review and update credit and loan files
Update customer portfolio and complete credit and loans documentations
Promote the sale of deposit investment credit and loan products and services
Assist with branch opening and closing procedures on a rotational basis.
CUSTOMER SERVICE REPRESENTATIVE • TD CANADA TRUST BRANCH 0087 MAY 2014-MAY 2015
Delivered exceptional customer service to clients.
Senior Teller (train new tellers, aid with more complex transactions, taken more responsibilities)
Have in-depth knowledge of products and services
Secure Desk Operator (opening/closing procedures, sending of cheques and bills)
Lead for many campaigns (Aero Plan Visas, RRSP, FEF and New to Bank Campaign)
Ensured all policies, procedures and guidelines are maintained while processing transactions.
Participated in team meetings and contributed to a positive team environment.
Marketing Executive • Imprint System Pvt Ltd. (New Delhi, India) Mar 2010-Apr 2011
Sales Associate • Geeken Design Concept Pvt Ltd. (New Delhi, India) May 2008-Feb 2010