Joseph Proper Email & Phone Number

Bradford, Ontario, Canada

Alliston, Ontario, Canada

- Fostered client loyalty through exceptional customer service, strategically capitalizing on strong client relationships to increase sales volumes in every fiscal year (Mutual Funds, Mortgages, Home Equity Lines of Credit)- Cultivated new relationships with commercial accounts, small business owners, property managers, and holding companies clients, educating each on the unique investment opportunities, products and services most appropriate to each client's needs- Responsible for… Show more - Fostered client loyalty through exceptional customer service, strategically capitalizing on strong client relationships to increase sales volumes in every fiscal year (Mutual Funds, Mortgages, Home Equity Lines of Credit)- Cultivated new relationships with commercial accounts, small business owners, property managers, and holding companies clients, educating each on the unique investment opportunities, products and services most appropriate to each client's needs- Responsible for exceeding sales Quotas (5-7 Million/Quarter) across the three main financial pillars (Money In – Mutual Funds, GIC's, Direct Investing, Money Out – Mortgages, Home Equity Lines of Credit, Credit Protection Insurance (Life and Critical Illness) and ONE TD – TD Wealth Management, TD Private Investment Advice, TD Private Investment Counsel, TD Private Banking and TD Financial Planning)- Performed due diligence as senior override, ensuring all Know Your Client, Know Your Transaction, and Anti-Money Laundering procedures were followed Show less

Alliston, Ontario

- Welcomed and greeted clients in a high-traffic branch, intentionally building genuine relationships to foster long-term customer loyalty- Utilized daily banking transactions to uncover more complex financial needs, increasing branch revenue by connecting clients to appropriate internal partners- Exceeded sales targets by effectively communicating with clients about new products or services, purposefully relying on built relationships to tailor advice and recommendations to individual… Show more - Welcomed and greeted clients in a high-traffic branch, intentionally building genuine relationships to foster long-term customer loyalty- Utilized daily banking transactions to uncover more complex financial needs, increasing branch revenue by connecting clients to appropriate internal partners- Exceeded sales targets by effectively communicating with clients about new products or services, purposefully relying on built relationships to tailor advice and recommendations to individual needs Show less

Alliston, Ontario

Barrie, Ontario