As a mortgage professional, I collaborate with over 100 lenders, including some of the Big 5 chartered banks, credit unions and trust companies. I offer comprehensive support for home purchases, mortgage renewals, first-time buyers, refinancing, equity-take outs, reverse mortgages, self-employed clients and business lending

Support a Leadership Team who’s core responsibility is to lead, coach, train and motivate a team of business banking professionals. Our priority as a team is to support and grow the relationships of our business banking clients and be there every step of the way to help their ambitions in becoming a reality.

I currently work together with a team of Senior Business Advisors and Business Planning Consultants across the markets of Richmond Hill, and York / Lakeside. Our purpose is to support business banking clients by providing quality financial advice to grow their business, and help their ambitions in becoming a reality. If you are looking to join an engaging, high performing team supported by an amazing company culture, please feel free to private message myself as we are hiring across Canada.

I have the honour and privilege to lead the Hillcrest Community that is comprised of 3 CIBC Banking Centres; South Hill, Bathurst & Rutherford and Bayview & Major Mackenzie. What makes my role special, I work very closely with a passionate team of Leaders, Financial Advisors, Financial Service Representatives, Customer Service Representatives and Business Banking Partners who have the purpose to ensure our personal and business client's dreams become a reality. As a Community in the Richmond Hill Market, we execute with excellence to focus on our Client Promise and be the #1 relationship bank in the industry. Feel free to PM me if you wish to discuss carrer opportunities, as I am always looking for great talent!

Are you a self-motivated, relationship focused and driven financial advisor who has the passion to deliver on the 6 step financial planning process in order for clients to achieve their financial goals and dreams. Feel free to send me a direct PM or give me a call for a chat.CIBC Imperial ServiceFinancial planning goes beyond investing. At CIBC Imperial Service, we’ll work with you to build a personalized financial plan; your roadmap designed to help you achieve what’s important to you, covering all areas of your finances which includes cash management, investment planning, credit planning and wealth protection. In addition, you can take advantage of the Imperial Service black card that gives you access to tailored services and products with CIBC.https://www.cibc.com/en/imperial-service.html

Lead, motivate and develop a team of banking professionals to deliver a best in-class client experience and quality advice to all CIBC clients for a sustainable and long term relationship within our Retail and Imperial Service distribution channels.If you are a highly motivated, have the drive for success and looking to enhance your financial services career in an organization that focuses being #1 for an employee and client experience. Give me a call or send a private message and I would love to chat with you.

- Led a team of seven Managers across four contact centers located in Markham, Ottawa and Montreal (Direct Investing & Money In Advice) that played an important role in the definition, development and delivery of best-in-class sales, customer experience, and coaching practices that were consistently delivered through high-impact and measurable support activities.- Accountable for managing relationships with business leaders to support their ability to meet and exceed sales and customer experience goals through the development and execution of quarterly tactical and activity based plans that aligned to a North American Phone Channel enterprise strategy, which ultimately strengthened front-line specialist and team manager capabilities.- Developed and led a brand new team within Phone Channel Shared Services in April 2014 through a rigorous screening and hiring process in creating accountabilities/objectives and partner interaction models. - Operationalized the Sales & Customer Experience support function within the Investing Pillar; established strategic priorities, and streamlined processes in a collaborative effort with distribution, strategy, product and various support partners.- Analyzed business results and identified opportunities to formulate key activities in order to drive incremental results performance.- Supported direct reports through an organizational restructuring in May 2015, by facilitating transparent and challenging conversations; the Effectiveness & Delivery team was eliminated during the restructuring.

- Managed a large level two Branch with an approximate book of business of $701,803,000 and a FTE plan of 16.8 which is operational 7 days a week (8am to 8pm).- As of October 2013: Branch ranked 65th spot out of 167 Branches in GTA compared to 140th spot as of October 2012 and 159th spot in October 2011.- Composite Drivers as of October 2013 (YTD): Gross Contribution is $2,549,000 (+4.4% vs. plan or +21.4% YoY), Volume is $38,248,000 (+3.9% vs. plan or +55.7% YoY) and Investment Solutions is $5,931,000 (+56.28% vs. plan or +4.03% YoY). - Fostered a positive and inclusive work environment while managing both the Employee and Customer Experience through a 2.3 FTE reduction in Q2 2013. Achieving a YTD CEI score of 36.75 (+1.45 vs. plan or +0.38% YoY) as of October 2013.- Focused on holding people accountable and development of individuals which resulted in a 60% Advisor/CSR turnover and 66% Management turnover. TD Pulse (voice of the employee) results increased from 3.69 in Fall 2012 to 4.35 out of 5 in Spring 2013.- Consistently focused on Operational Excellence which resulted in a successful pass of a Region Operations Audit in December 2012, Satisfactory Branch Audit in May 2013 in all categories, and 100% score on AML/KYC in September 2013. Year to date OPX score of 96 out of 100.

- Completed 6 Phase Branch Redevelopment Program with a balance between hands on training experience and online learnings.- Member of the GTA Sales Management Practice Committee and Sales Leadership Committee with a goal to drive the Sales Leadership agenda forward and influence the Leadership Teams at the District and Region level.- Acted as a Senior Facilitator/Consultant for the development and integration of the Integrated Sales Management Practices (SMP) foundational and intermediate training workshops for Branch Managers and Managers of Financial Services within GTA Region.

- Coached, trained and developed TD Canada Trust Advisors in regards to investment solutions and money in conversations.- Provided dedicated in-Branch coaching, visibility and weekly updates to the North East team, which contributed to the Investment Solutions of $82,016,000 which was 7.11% of yearly plan or 3.73% YoY growth.- Impacted and influenced the North East Leadership Team by understanding the key benefits of Investment Solutions and Wealth Partner Relationships in order to influence the four key Composite Drivers of Retail and the importance of sales effectiveness in order to build long term customer relationships.- Co-developed and facilitated the GTA Partner ISMP training which was a one day workshop to understand the 6 Step Activity Management Process and coaching to sales effectiveness behaviors.

- Facilitated strategic coaching workshops to experienced People Managers for development of their leadership capabilities, such as “Coaching for High Performance”.- Acted as a liaison on the People Management curriculum to address training solutions through special deliveries.- Developed the skills and abilities of People Managers through deliveries such as “Communication Skills”, “Time Management”, “Respect in the Workplace”, “Coaching for Success”, “Hiring Excellence”, “Making Sense of Change”, “Important Conversations” and “Management Fundamentals”.- Facilitated a 90 Day Financial Planner New Hire Training program to support the learning and development of new Financial Planners with a focus on sales conversations and practice management techniques. - Acted as a SME for the redevelopment of the 90 Day Financial Planning Training program, which included FP Sales Cycle process, conversation skills, and hands on technical training for the Wealth Planning (WPS) and Contact Management (CMS) systems.

- Successfully developed and managed a financial planning client-oriented practice in excess of $18 million in assets. - Analyzed and recommended strategies for clients to assist them with meeting their financial goals in areas of retirement, investment, tax minimization, insurance needs, and estate and education planning.- Effectively built relationships with clients and advocates with a focus on client retention and asset gathering.- Created and executed business plans through the use of SMART objective setting and action plans.- Proactively maintained a strong relationship with the TD Canada Trust Branch Network through identifying referrals to retail with knowledge of key drivers of retail banking.

- Provided a team of 20 - 25 Financial Planners virtual support as it relates to new account openings, maintenance of existing accounts, coordination and follow up of internal and external transfers.- Consistently updated Financial Planners of product and procedural updates through various means of communication such as presentations, emails and intranet.- Escalated client issues or concerns by utilizing a customer problem resolution process and coordinated efforts and communications with various support departments.- Executed on timely support and aggressive SLAs in order to deliver an exceptional client experience to the end financial planning client.

- Executed client trading orders as it pertained to equities, options, fixed income, money market, and mutual fund investment vehicles.- Pro-actively provided clients up to date market news and information, ongoing education of order execution and trading tools through our online and telephone-based trading platforms.- Identified and recommended solutions to help clients to make an informed investment decision and increase their ability to become better self-directed investors or facilitated referrals to wealth management partners through effective questioning strategy.- Owned client issues / complaints from understanding root cause, investigations and resolution through the ability to demonstrate empathy and effective negotiation skills,

- Handled day to day banking transactions for customers with a focus on accuracy, efficiency that demonstrated a legendary customer experience.- Identified and cross-sold day to day banking products, simple credit products that aligned to customer needs and consistently achieved monthly sales targets.- Handled customer complaints and issues with genuine care and escalated issues as needed to the branch management team.