Karanpreet Singh Email and Phone Number

• Helping clients with their mortgage and investment needs.• Working closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.• Educating clients to ensure they understand how their money is being managed• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs• Working collaboratively with business partners to make sure the client gets the best service and their issues are dealt with in a timely manner.• Act as a point of contact for the frontline staff in handling customer problems• Q3 2022 Spotlight Winner 🏆• TD Legends Award 2022 Recipient 🏆• Q2 2023 Spotlight Winner 🏆

• Provide financial advice and match financial products with customers' needs and goals.• Develop long-term rapport with customers and foster profitable relationships.• Acted as primary point of contact for customers regarding banking needs and products.• Discuss customers' financial concerns, questions, and needs.• Coordinate with clients and acquire all information and resolve issue effectively.• Provide professional assistance to all clients issues and ensure confidentiality of all client information.• Analyze all customer requirements and recommend solutions to meet same and prepare effective financial plans to suit individual customers.