Licensed Real Estate Agent

• Dec 2020 - Present

Licensed Realtor

• Aug 2019 - Dec 2020

Realtor

• 2018 - Aug 2019

I am a client-centric real estate agent who helps home buyers and sellers in the Bradford, Newmarket, Aurora and Innisfil area. If you're looking for an agent with patience, perseverance, and a passion for helping people, you've just found her! I am a client-centric real estate agent who helps home buyers and sellers in the Bradford, Newmarket, Aurora and Innisfil area. If you're looking for an agent with patience, perseverance, and a passion for helping people, you've just found her!

Mortgage Agent

• 2018 - Aug 2019

Sales Assistant

• Mar 2016 - Feb 2017

Mutual Fund Assistant - Client Service Administrator

• Oct 2015 - Feb 2016

Responsible for processing and administering of mutual funds, GICs, and insurance products as required. Act as liaison with financial institutions, such as, mutual fund dealers and companies, and insurance MGA and companies. Provide a strong client focus and attention to detail ensuing client service standards are being met in a timely manner. Responsible for processing and administering of mutual funds, GICs, and insurance products as required. Act as liaison with financial institutions, such as, mutual fund dealers and companies, and insurance MGA and companies. Provide a strong client focus and attention to detail ensuing client service standards are being met in a timely manner.

Marketing Client & Employee Experience

• Feb 2013 - May 2015

Responsible for supporting the development and leading the execution of the Financial Planning strategy to create and sustain a legendary client and employee experience. Worked closely with Client Experience Wealth partners on goal-setting and performance tracking to promote awareness and increase field engagement of the CE programs. Managed key strategic employee initiatives such as the Wealth Intranet Refresh Project and the Employee Orientation Guide for new hires. Also… Show more Responsible for supporting the development and leading the execution of the Financial Planning strategy to create and sustain a legendary client and employee experience. Worked closely with Client Experience Wealth partners on goal-setting and performance tracking to promote awareness and increase field engagement of the CE programs. Managed key strategic employee initiatives such as the Wealth Intranet Refresh Project and the Employee Orientation Guide for new hires. Also, developed and supported communications for the financial Planning team including presentation materials & conference calls.

Implementation & Learning Consultant

• Mar 2010 - Feb 2013

As an Implementation Associate oversaw the implementation process for Portfolio Management firms to the TD Wealth Platform by providing clients tools, resources and training needed to manage client portfolios and pooled funds. Designed and executed Client Experience Campaigns to promote TD’s brand promise of “Delivering Peace of Mind”. Significantly increased the client experience index. Also, I developed and administered the employee coaching and client training initiatives by… Show more As an Implementation Associate oversaw the implementation process for Portfolio Management firms to the TD Wealth Platform by providing clients tools, resources and training needed to manage client portfolios and pooled funds. Designed and executed Client Experience Campaigns to promote TD’s brand promise of “Delivering Peace of Mind”. Significantly increased the client experience index. Also, I developed and administered the employee coaching and client training initiatives by conducting ongoing system and procedure sessions ensuring a high level of employee expertise and creating a positive client experience.

Excutive Assistant

• Nov 2006 - Mar 2010

Accountable for designing of graphics for Client Experience campaigns, brochures, posters, presentations. Managed print vendors to ensure proper detail of design concepts, including outlining the production process and printing expenses. Also responsible for managing the daily calendars involving three high profile executives. Diplomatically resolved conflicts and handled unexpected urgent matters to ensure priorities were addressed. Chair of the Employee Experience… Show more Accountable for designing of graphics for Client Experience campaigns, brochures, posters, presentations. Managed print vendors to ensure proper detail of design concepts, including outlining the production process and printing expenses. Also responsible for managing the daily calendars involving three high profile executives. Diplomatically resolved conflicts and handled unexpected urgent matters to ensure priorities were addressed. Chair of the Employee Experience Committee.

Customer Service Specialist

• Jan 2005 - Nov 2006

Sales Retention/Customer Service

• Jul 2001 - Dec 2004