Long Chen Email & Phone Number

Markham

Markham

1. Proactively seek Money out opportunities via realtors, RealMaster App marketing agents and repeat clients to provide complex credits advice, structure and negotiate with adjudicators to get deals approved in a timely manner with first time right compliance check. Funded over $7.5 million new deals in Q1 2018 with 30% credit protection penetration rate2. Leverage TD Discovery tool to help clients start regular savings with suitable investments under RSP, TFSA or non-registered… Show more 1. Proactively seek Money out opportunities via realtors, RealMaster App marketing agents and repeat clients to provide complex credits advice, structure and negotiate with adjudicators to get deals approved in a timely manner with first time right compliance check. Funded over $7.5 million new deals in Q1 2018 with 30% credit protection penetration rate2. Leverage TD Discovery tool to help clients start regular savings with suitable investments under RSP, TFSA or non-registered vehicle3. TD Investment Millionaires club member for generating over $13 Mil investment volume (LTMF, TD wealth partners' referrals) in 20174. Ranking top quartile in Markham district and pacing 120% of sales goal5. Coach new hire advisors on the topic of credit and investments; provide ongoing communication of credit policy and strategy /changes to the team, ensuring all have the most up to date knowledge 6. Conduct pre-submission reviews that uphold a high quality of risk assessment credit structure, that meets compliance requirements and minimize deficiencies7. Knowledge of and ability to explain KYC, AML regulations, requirements and procedures8. Active Branch lead and volunteer in different events including TD Digital Ready Campaign, United Way donations, TD tree planting, TD Chinese New Year Gala event volunteers Show less

Markham

1. Provide advice regarding Day to day banking including setting up suitable account type and related savings plan2. Leveraging different planning tools to suggest investment options including term deposits, Mutual fund, Direct investing, or financial planning services3. Helping clients reaching their home financing needs under different policies including new purchase and refinance. 4. TD Investment Millionaires Club Member for generating over $1 Mil Investment volume per… Show more 1. Provide advice regarding Day to day banking including setting up suitable account type and related savings plan2. Leveraging different planning tools to suggest investment options including term deposits, Mutual fund, Direct investing, or financial planning services3. Helping clients reaching their home financing needs under different policies including new purchase and refinance. 4. TD Investment Millionaires Club Member for generating over $1 Mil Investment volume per quarter5. Create referrals to TD wealth partners including Financial planner, Investment advisor or Private banker to better serve high value client Show less