Lukas Wilson

Experience

• 

  TD

  Mar 2019 - Jan 2022

  -Process financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics-Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters-Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary-Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner-Connect personally with customers to advise them appropriately and clearly on banking solutions and processes-Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development-Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities-Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence Show less

  • Personal Banking Associate

    Mar 2021 - Jan 2022

  • Customer Experience Associate

    Mar 2019 - Mar 2021
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  Scotiabank

  Jan 2022 - now

  - Evaluated mortgage loan applications, assessing creditworthiness, income, asset documentation, and compliance with underwriting guidelines.- Conducted detailed risk assessments to determine the suitability of borrowers for mortgage products, ensuring adherence to industry regulations and company policies.- Thoroughly reviewed and verified financial documents, including tax returns, bank statements, and credit reports, to ensure accuracy and completeness.- Provide comprehensive financial guidance to clients, offering tailored strategies to achieve short and long-term objectives through investment and real estate secured lending solutions.- Proficient in RESL deals, facilitating property purchases and secured lending against existing ownership.- Assist clients in determining the best mortgage insurance options tailored to their needs.- Licensed to buy and sell mutual funds, aiding clients in retirement planning and investment selection.- Achieved "Top Quarterly Performer" award for consecutive quarters: Q3 2022, Q4 2022, Q1 2023, Q2 2023, Q3 2023, Q4 2023.- Contributed to Branch receiving "Best of the Best" award for both 2022 and 2023. Show less

  • Senior Financial Advisor

    May 2023 - now

  • Financial Advisor

    Jan 2022 - May 2023