Experience

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  Td

  Sept 2001 - May 2006

  • Analyzed information and prepared plans best suited to individual clients' requirements. • Provided clients with information on new and existing products and services. • Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans. • Achieved client satisfaction and loyalty through excellent service. • Provide first point of contact for customers.• Processed transactions accurately and efficiently in accordance with established policies.• Uncovered customer needs beyond immediate transactions and successfully transitioned the customer to the appropriate source to address the need.• Cross sell bank products• Ensured compliance with company and regulatory requirements and guidelines.

  • Financial Service Representative

    Sept 2005 - May 2006

  • Customer Service Representative

    Sept 2001 - Sept 2005
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  Cibc

  May 2006 - Jan 2021

  • Proactively engage with new and existing clients to make lasting connections and provide comprehensive financial advice, enabling them to build successful businesses.• Deliver trusted small business advice and comprehensive financial planning support to enhance existing relationships.• Using strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results• Leverage CIBC’s wide range of small business solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals. Show less • Conduct in-depth reviews of clients' financial circumstances and future goals. • Assist clients in making informed decisions. • Market and promote company’s financial services and products as per policy and procedures.• Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations. • Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals. • Devise and execute business development strategies to attract and acquire new clients. Show less

  • Senior Financial Advisor Business, CIBC Imperial Service

    May 2017 - Jan 2021

  • Senior Financial Advisor, CIBC Imperial Service

    May 2006 - May 2017
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  Td

  Feb 2021 - now

  Financial planner at td wealth financial planning