Alan Bradley Email & Phone Number

Ottawa, On, Ca

Ottawa, Ontario, Canada

As a Senior Private Banker, my team and I take a holistic approach to helping meet our clients personal banking needs through a wide range of banking and credit solutions. With busy lives and growing wealth, I am here to support you and your family through each stage, and offer a variety of solutions to support you. I work closely with clients to help identify their financial goals and then engage TD Specialists who can help clients create and implement an integrated wealth management solution. I provide high touch financial management for clients day-to-day banking and personal lending needs. Moreover, I focus on identifying undiscovered financial goals and connecting our clients with TD Specialists who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.

Ottawa, Ontario, Canada

Lead a team responsible for providing an exceptional client experience, deepening existing client relationships and acquiring net new clients. Participate in goal planning and execution and focused responsibility for onboarding, learning and development of a team of direct reports. Advocate and collaborate with all partners who bring the full power on ONE TD by leveraging a vast array of products and digital capabilities to help meet clients’ needs.

Ottawa, Ontario, Canada

Provide leadership in credit protection and sales support activities for branches, while being the subject matter expert for all credit protection products. My primary focus is coaching sales staff in product knowledge, tools to support the advisory process, objection handling and to support customer interaction coaching. With this, I also need to support branch managers to best practices, how to maintain ongoing focus and the importance of Credit Protection to the client and to the business. Some of my key activities are reporting monthly and year-to-date results to the district vice president and the senior vice president. I also take a lead in facilitating skill sessions to sales staff, presenting at managers meetings, and taking the lead on any credit protection pilots for new products or processes as well as supporting the branches with their initiatives and campaigns. My final key activity is keeping teams engaged with reward and recognition while celebrating successes.

Ottawa, Ontario, Canada

Lead, coached and developed employees toward achieving business, professional and personal development objectives through the management of new and existing business opportunities. Ensured all issued credit and mutual fund transactions met or exceeded industry standards and regulations.

Ottawa, Ontario, Canada

My challenge and goal was to develop the branch’s customer base by providing sound advice and creatively sell bank products and services to customers. I provided advice on a range of personal and commercial banking product and services including investment planning and mortgages. I managed a portfolio of assigned clients and used wealth and debt management concepts to meet my customers’ financial needs. I also developed new business opportunities through sales initiatives and participated in branch campaigns. I acted as a mentor, coach, and senior resource for all large and in-depth customer financial needs. I led sales meetings and product presentations to peers and senior staff.

Professional, Financial Planning

Mutual Funds License

Professional, Business Compliance Officer