Small Business Advisor

In my past role as a Financial Services Representative/investment consultant I used to seek to understand customers’ banking needs and provide the appropriate financial solutions to create a legendary customer experience. My role had contributed to the growth of the business by developing and deepening the new and existing customer relationships and was responsible for meeting and exceeding specific, individual and team based business goals.I used to actively manage their personal and business banking portfolios whilst providing them with Comprehensive every day banking, credit and investment solutions.These include: - Personalized account packages for personal and business banking. - Structuring new mortgages, providing unsecured and home equity lines of credit and loans. - Maintaining existing mortgages - Structuring mortgage refinances and debt consolidation solutions- Wealth management (GIC's / Mutual Funds / Discount Brokerage) - Retirement Savings plans - Registered Eduction Savings Plans - Tax Free Saving Accounts In providing the above solutions I actively used Pipeline / Leads Management and Personal Assessment tools, analytics, and application of the Investment Funds in Canada Certificate (IFIC) and the Certified Advisor Program as well as other partners within the TD Bank group. By proving proficient financial solution, advice and service in managing client portfolios I contributed to branch volume and sale matrix in retaining existing relationships and building new ones. This attributes to the overall success of the branch and the company.

Being the first point of contact for retail banking branch, provided clients with excellent customer service, while facilitating their day to day transactions. Helped address any immediate concerns and queries. Provided sound advice to clients to initiate relationships with branch and henceforth referrals to adequate partners within the branch to successfully optimize the relationship