TARA ESTHER LEE

*** ********** ***. *******, ** M2N 5B4 aduy11@r.postjobfree.com 647-***-****

Career Objective

To obtain a fulltime position to effectively make a positive contribution to your industry

Highlights of Qualifications

Legendary entrepreneurial, organizational, communication skills

Licensed in mutual fund in Canada (IFIC), certified in in PFSA and enrolled to FP1

Exceptional leadership to develop the team and plan to build effective partnership

Provide excellent strategies, great problem-solving skills, and business analytical planning in financial service skills

Competent, respect inclusion and exceptional in administrative and management skill

Trustworthy, attention to detail, responsible, and professional

Work Experiences

TD Canada Trust 2017- Present

Financial Advisor/ Investment Consultant

Deliver investment options in mutual funds and financial advice to add value to customers and utilize financial tools to achieve Client First experience

Manage pipeline, and prospecting skills including make outbound calls to further success in consultant role in business field. Successful at investment transferred $8.7M to TD bank last year, #1 Wealth outbound call in the district

Leading digital month campaign as a Digital Ambassador by hosting a huddle, motivating team members to engage iPad usages and other digital services

Keeping the core belief of inclusion, respect and integrity in working environment. Due-diligence in fulfilling the policy in the bank. Ensure the policy is applied and innovate the strategies in the financial industry.

Educating and advising company policy while assisting with financial needs including Mortgage, HELOC, Mutual Funds and other Investment options

●TD Canada Trust 2015-2017

Customer Service Representative (Team Leader)

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.

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

Awards of championship quarterly (Q1, Q2, Q3) from Executive Vice Presidents in the North York District Ontario Canada.

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Work Experiences, Cont.

●Royal LePage Real Estate 2014 -2015

Manager’s Assistant

Answered on-call phones for booking, confirming, cancelling appointments

Uploading leasing or financing housing and condo listings to Toronto MLS

Responding to agents and clients via phone and email and follow up for apps

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

Assisted the paralegal in the preparing of legal documents, including briefs, pleadings, appeals, wills, contracts, and real estate closing statements

Prepared affidavits and other documents, and maintain document file

Gather and analyze research data, including statutes, decisions, and legal articles

Directed and coordinated office activity, including official papers

Achieved goals in increasing the office`s revenue and its monthly sales goal

●Vector Marketing Corporation Canada 2010– 2011

●Sales Representative

Committed to excellence in service use of good knowledge in sales and promotions

Present and sell company products and services to potential clients

Responsible for all sales activities in assigned accounts or regions

Develop and maintain sales materials and product knowledge

Established and achieved relationships with clients

Education

Reformed Theology Seminary College 2014 -

Doctrine of Theology (MDIV)

Tyndale University and College 2011-2014

A.Y. Jackson Secondary School 2008- 2011

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Achievements

Investment Funds in Canada (IFIC) Certificate

Enrolled in Financial Planning I Course

Enrolled in PFSA Course

Successful Financial Fitness Certificate

North York District Q1, Q2, Q3 Awards of Excellence

Worker Health and Safety Awareness Completion

Co-curricular Involvements

Volunteer at KOSTA organization to report tax income with professional financial accountants and helped with financial needs.

60 hours volunteer at Branson Site North York General Hospital

6 month 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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