Iryna Oliynyk

Experience

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  TD

  Jul 2019 - Aug 2023

  ● Accept orders and execute trades based on client or advisor instructions.● Stay up-to-date on current market and economic activity.● Adhere to all policies, compliance requirements, and procedures and maintain a culture and operation of risk management.● Enhance the effectiveness of existing practices and procedures.● Prepare accounts and product documentation for further analysis.● Assist and support a team of Investment Advisors.● Communicate with customers to provide mentorship on their current investment portfolio, products, and services. Show less ● Evaluate, analyze, and address customers’ needs around finance and banking solutions to help clients achieve their financial objectives.● Work effectively under time pressure. ● Collaborate and work in a team environment and independently with a continuous goal to achieve exceptional customer service, improve & help others grow.● Undertake additional responsibilities and ensure high-quality performance and long-term successful business results.● Process financial transactions as per standardized operating procedures, industry regulations, and TD's Code of Conduct and Ethics● Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence● Administer day-to-day branch activities, including opening and closing procedures Show less

  • Client Service Associate at TD Wealth - Private Investment Advice

    Aug 2022 - Aug 2023

  • Customer Experience Associate

    Jul 2019 - Aug 2022
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  Enbridge

  Aug 2023 - now

  Analyst, Pension Investments

  ● Provide accurate economic and market updates as a baseline for investment positioning decisions.● Forecast liquidity and cashflow requirements and execute approved trades.● Maintain and enhance Pension Investments’ operational models.● Implement research on a diverse range of subjects, including news, business, investments, markets, geopolitics and private equities.● Follow guidelines on portfolio management, rebalancing and reporting.