Daniel Mcdonald Email & Phone Number

Penticton, British Columbia, Canada

Toronto, Ontario, Canada

- Process banking transfers- Process ID and Bank document verification approvals - Updating beneficiary information on registered investment accounts

Toronto, Ontario, Canada

-Buying and selling of investments for High Net Worth Clients-Front office administration -Marketing for the business

Toronto, Canada Area

-The Personal Banking Associate understands customers’ banking needs and provides appropriate financial solutions.- Makes recommendations on new accounts, credit products, and investment advice- Creates a legendary customer experience - Develops and deepens the new and existing customer relationships

Toronto, Canada Area

-Performs customer transactions-Provides legendary service & advice to create legendary customer experiences-Understands customer needs and identify opportunities to promote TDCT products and services to the customers-Refers customers to appropriate team members or internal Bank partners

Mississauga

• Used Investors Group software to produce Personal Financial Plans
• Worked with experienced Management Team and Product Specialists to complete Personal Financial Plans
• Supported established Financial Consultants through the preparation of comprehensive Financial Plans
• Attended internal training three times per week
• Attended quarterly region events

Toronto, Canada Area

• Researches regulations by reviewing regulatory bulletins and other sources of information.
• Compiles information by coordinating rate deviation filings; maintaining updated rate matrices; providing overviews of product disclosures.
• Keeps other departments abreast of requirements by researching regulatory and filing information; writing and communicating guidelines.
• Obtains approvals by revising forms and rates.
• Prepares reports by collecting, analyzing, and summarizing information.
• Maintains rapport with regulatory personnel by arranging continuing contacts; resolving concerns.

Toronto, Canada Area

• Processing client requests from a range of back office queues
• Responsible for broker to broker transfers and working with staff and external third parties to resolve issues
• Process cheques, and funds in and out of the system
• Regularly follow up and thoroughly reconcile all account transfers
• Ensure regulatory compliance
• Complete daily processing within departmental standards

Bachelor’S Degree, Business Administration, Emphasis In Finance

Activities and Societies: Zeta Psi Fraternity

Associate'S Degree, Business Administration, Emphasis In Finance

Advanced Diploma, Business Administration-Finance With Co-Op

Education record

Bachelor Of Education - Bed, History

Activities and Societies: Zeta Psi - Theta Eta ChapterSwitched programs and did not complete