Taylor is a home financing advisor at TD with over two years of experience in providing sound advice and quality service to clients with various lending needs. They are certified by the Canadian Securities Institute in Investment Funds in Canada, demonstrating their knowledge and competence in the financial industry.Taylor's core competencies include relationship management, product knowledge, communication, problem-solving, and efficiency. They leverage tools such as Salesforce to develop and maintain strong customer relationships, and identify opportunities to cross-sell additional products or services. In 2023, they sourced and completed over $15 million in lending volume through home financing originations and refinances, helping clients finance their dream home and find solutions for existing equity lending.Taylor is passionate about expanding their experience and network in the home financing realm, and enhancing their ability to help clients achieve their home financing goals. They are also an avid outdoor enthusiast, who enjoys rock climbing, hiking, kayaking, and playing hockey in their free time.
Listed skills include Leadership, Teamwork, Coordinating Events, Sales, and 19 others.