- Using a unique approach to investments: discovering as much as possible about individuals and families and building a "perfect fit" plan to enhance clients' lives- Responsible for finding and creating opportunities to build CIBC’s client base in the local community. - Create partnerships with CIBC Banking Centres to build lasting connections with existing clients- Utilize other centres of influence, such as Mortgage Specialists, Real Estate Brokers, Accountants, and business owners to help expand CIBC's client base- Provide the right investment advice to meet clients' short/mid/long-term needs and goals. - Facilitate new client relationships through proactive participation in the community- Leverage flexibility to meet with clients whenever, wherever

- Act as Tangerine’s brand ambassador and a subject-matter expert on investment-related queries - Oversee clients’ accounts and provide sound financial advice, as it pertains to their personal andfinancial profile (KYC). - Conduct risk, time horizon, investment knowledge and objective analysis for individual clients. - Create and close live, organic leads where there is sales opportunity, while making sure it is in-line with clients’ needs and is in compliance with regulations. - Work with various Tangerine CRM platforms to enter trades and/or other clients’ requests - Apply expert-level investment knowledge to educate clientele about Tangerine’s various investment vehicles and instruments. Perform fundamental and technical financial analysis on Tangerine’s Investment funds on a daily basis while keeping up-to-date with current market trends and news via tools like Bloomberg markets.

- Creating a winning customer service experience - Working closely with other departments within the company; Brokerage Operations, Risk/Credit, Trade Desk, Treasury- Managing each client interaction from first contact to resolution in an effective and efficient manner - Multitasking when managing multiple client support channels ranging from phone interactions to in-person meetings- Monitoring and managing client's accounts for technical support for Questrade’s various trading software platforms - Resolving issues in a professional manner, in accordance with compliance, and following correct escalation procedure, when escalation required- Actively looking to identify sales leads and refer them as necessary- Subject matter expert on Questrade products, capital markets industry- Maintain up-to-date knowledge of markets news, events; company mergers / aquisitions, corporate actions, and reorganization- Cross-selling products when possible- Applying extensive knowledge when administering/monitoring/submitting transactions/other requests for registered account-holders; RRSP/RIF/TFSA/RESP/LIRA/LIF

- Providing exceptional, legendary customer service to TD clientèle.- Responsible for account transactions, whether it is basic day-to-day or business customers.- Risk-assessment of transactions and customer requests.- Engage in sales and offers of special banking services. - Explaining to customers the prospects and developing understanding of other financial objectives and needs- Assessing customer information and suggesting appropriate product and service solutions. Selling customers on value and benefits of suggested alternatives and closing sales- Maintaining strong product and sales knowledge while implementing core service values- Providing sound advice at every Customer interaction to create a positive Customer Experience and ensuring that the Customer’s financial needs are met- Meeting or exceeding specific individual sales goals- Independently resolving problems, escalating more difficult issues to supervisors- Performing a broad range of tasks of varying complexity and scope- Cross-selling products to provide multi-services for Customers and makes referrals to partners- Ensuring Customer problems are handled appropriately, escalating issues when necessary, know when to consult Managers and when to “Bump-it-Up”- Assisting clients with financial education/literacy, as it it directly pertains to their future and objectives

As a waterfront supervisor and director of recreational programs / activities:- Provide safe environment for kids and counselors responsible for leading activities.- Manage / direct recreational counsellors according to specific programs.- Supervise waterfront; lifeguards, rotations, and enforcement of water-safety rules.