Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Financial Planner

  • Jun 2019 - Present

  - Provide financial and investment planning and advice to deliver a solution in the best interests of the customer; - Determine client needs and provide solutions through the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products); - Refer clients to other business partners when necessary; - Implement business development strategies to acquire new business (e.g. outbound calling campaigns) and cultivate branch employee referrals; - Identify opportunities during customer conversations; - Break down strategic problems, and analyze data and information to provide insights and recommendations; - Execute work to deliver timely, accurate, and efficient service; - Introduce clients to investment strategies and work with clients to develop a financial plan using appropriate guidance tools; - Probe to understand customer personal investment and banking needs, and integrate marketing promotions and programs into customer conversations to provide strategic advice; - Seek opportunities to contribute to the ongoing improvement of the overall business results and customer experience delivered; - Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements. Show less



TD

• Canada
• Banking
• 700 & Above Employee

• Financial Advisors

  • Nov 2017 - Nov 2018

  - Engaged customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice on appropriate products and services; - Contributed toward the achievement of branch business objectives by meeting or exceeding individual sales goals; - Acted as the branch resource for all large/complex customer financial needs (i.e. secured lending, mutual funds, etc.); - Met the needs of customers by offering advice based on their total financial situation and possessing a thorough knowledge of customer life cycle needs, contributing to a legendary customer experience; - Ensured customer problems are handled appropriately, escalating issues when necessary; - Possessed expert knowledge of TDCT products and services, and products offered by other internal bank partners; - Possessed comprehensive knowledge of the local market, competitive offers, and economic trends; - Ensured the customer area is professional and inviting in appearance; - Developed and managed teamwork by providing guidance and support to other team members, Identifying and referring customers to internal bank partners as appropriate; - Planned and executed relationship building activities, and ensured necessary due diligence is taken to support the accuracy of all customer transactions; - Proactively demonstrated lobby leadership in the customer lounge and Help & Advice areas by preparing correspondence, mail, answering phones, filing, faxing, scheduling of the branch and engaging them in a range of sales, service and informational conversations. Show less



RBC

• Canada
• Banking
• 700 & Above Employee

• Account Manager

  • Nov 2016 - Nov 2017

  - Collaborated with each of their clients and applying financial counselling principles to actively and effectively assess their life stage needs and provide proactive financial solutions; - Contributed to meeting sales plan and related activities by growing both existing and new client portfolios; - Conducted business development activities that resulted in generating more referrals, clients and business; - Contributed to team client experience and sales results by assisting clients with their full range of financial needs including day to day banking (small business, personal), borrowing or saving for a goal and protecting the future; - Took a client focused approach to understanding financial needs, provided advice and proposed product/service solutions that met all client needs with the goal of deepening client relationships and built long-term profitable relationships; - Developed and maintained relationships with partners to optimize business opportunities and referrals. Show less