Erica Ho Email & Phone Number

As a Financial Advisor at a new branch, I needed to continue to build strong relationships driving my book of business. These relationships resulted in me meeting 98% of my first quarterly goal, exceeding a benchmark of 70%. With high-value clients, I provided wealth management advice contributing to over $2 million into TD. Additionally, I led seasonal campaigns at branch level, resulting in my branch being one of the top 3 for our district during these campaigns.

Being chosen to be part of the first cohort of the Financial Advisor Associate Program meant TD saw me as an individual with high potential. I was promoted to the next position in the rotation within months when it normally took individuals years to land into. Committing two months per rotation from Customer Service Rep., Financial Services Rep., to Financial Advisor, I needed to learn quickly and adapt to the responsibilities for each role. Managing over 20 client relationships, actively identifying portfolio gaps, and cross-selling over 30 products and services, I was able receive a perfect individual LEI (Legendary Experience Index) score – TD’s customer experience metric.

Toronto, Ontario, Canada

As a stylist that consistently exceeded sales targets, I identified the unique interests of each customer and acted as a personal shopper to enhance the customer experience. I was awarded Employee of the Week for achieving the highest weekly sales. Additionally, I needed to resolve customer issues promptly in order to ensure a high quality of service. I was awarded Employee of the Month by the Store Manager after receiving excellent client reviews about my performance.

Newmarket, Ontario

Being asked to come back for 4 consecutive summer and winter seasons, I have experience with working during high-traffic times in retail. I am responsible for new merchandise in the store room and organizing it on the sales floor. Ensured prices on products were accurate and assisted customers with their needs, ultimately providing good customer service.

Thornhill, Ontario

Originally hired as a Marketing Intern, after showing that I am a fast learner and have initiative to go above what was requested of me to do, I was promoted to the position of a Sales Rep. and Account Manager for the firm. The duties I had on top of holding presentations for potential clients are:-Coordinate and acknowledge inbound and outbound leads -Develop relationships with leading Executives who are pursuing partnerships to invest, optimize, and improve the performance of their marketing investments-Form strong client relationships by becoming a trusted advisor and a client advocate-Exhibit a deep understanding of Express Lane's complex and diverse business offerings

Newmarket, Ontario

Being a part of DSW's expansion into Canada was an exciting once in a lifetime experience. I helped with the setup of the store and was able to see the process of expanding from one country to another. Once fully opened, I ensured the sales floor was presentable and that team sales goals were met, remembering to always be passionate, friendly, helpful, and real, keeping in line with the company's motto.

Toronto, Ontario

As a general business administrative intern I had the responsibility of:-Accompanying staff on meetings and drafted meeting notes -Assisting in the preparation of company's safety checks -Helping in the accounting department-Assisting in creating new developmental strategies and evaluated client prospectsI was complimented for being punctual and fulfilling duties before I was asked.

Richmond Hill, Ontario

Being in the front of the store is a vital position since I am the first and last worker the customer sees. As a cashier I had the responsibility of ensuring customer satisfaction in customer interactions and maintaining a clean and organized work area. I was recognized for being punctual and efficient when serving each customer at the checkout. Customers often went to my manager to compliment me for my service as well.

Bachelor Of Management And Organizational Studies (Bmos), Honors Specialization In Accounting, Minor In Chinese Studies (Mandarin)

Activities and Societies: UWO Rotaract, The Abolition Project Against Human Trafficking, Armenian Students' Association, Fashion.

Education record

Activities and Societies: ESP Council, Jean Vanier Table Tennis Team, Jean Vanier Badminton Team, Arts Council - Awarded Honour Roll.