Matthew Varga Email & Phone Number

Mississauga, Ontario

• Consistently improve business revenues and profitability. Consider go to market approaches and find ways to deepen customer relationships with our business by proactively connecting with existing and prospective.
• Pro-actively build an effective Business and Marketing plan and meet or exceed planned outcomes.
• Ensure that development plans are completed for all associates, documented and coached to and career discussions are being held monthly.
• Build relationships with local Centres of Influence- building and maintaining an active contact plan and actively participating in internal and external community and customer events.
• Develop and implement regular sales and service coaching routines to build capability and encourage associate self management.
• Increase total Branch portfolio across all lines of Business, by collaborating with partners to identify reciprocal opportunities to fully bank all customers.

Alberta, Canada

• Consistently improve business revenues and profitability. Consider go to market approaches and find ways to deepen customer relationships with our business by proactively connecting with existing and prospective.
• Pro-actively build an effective Business and Marketing plan and meet or exceed planned outcomes.
• Ensure that development plans are completed for all associates, documented and coached to and career discussions are being held monthly.
• Build relationships with local Centres of Influence- building and maintaining an active contact plan and actively participating in internal and external community and customer events.
• Develop and implement regular sales and service coaching routines to build capability and encourage associate self management.
• Increase total Branch portfolio across all lines of Business, by collaborating with partners to identify reciprocal opportunities to fully bank all customers.

Grande Prairie, AB

• Build and strengthen relationships with new and existing clients while meeting clients’ short and long term financial needs, recommending a full range of solutions (banking, credit, investment and wealth protection).
• Proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest.
• Ensure that all financial planning advice and investment recommendations meet the requirements of compliance policies and procedures, and provincial regulations. Fulfill all regulatory requirements to maintain.
• Develop relationships with service partners and local market to optimize business opportunities and referrals.
• Ensure a comprehensive and solid understanding of each client's financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue (both verbal and written) with clients, to stay abreast of any.
• Coach team members to higher levels of performance. Establish and monitor performance objectives. Recognize and reward success and manage non-performance. Coach and guide the development and implementation of.

Toronto, Canada Area

• Recognized as a top sales advisor for TD bank for 4 consecutive quarters by selling over 1 million dollars in mutual funds and 5 million dollars in mortgages and insurance.
• Provided advice on a variety of financial products including: Mutual Funds, Term Deposits, GIC's, Mortgages, Line of Credits, and Discount Brokerage accounts.
• Assisted clients on determining their retirement goals and needs and devised a plan to achieve their goals.
• Created budgets and cash flow statements to determine additional money that could be saved and devised plans to reduce debts effectively.
• Made outgoing calls to touch base with customers to ensure they were happy with their services and to build a deeper relationship with client while looking for further business opportunities.
• Acted as the stand-in Branch Manager when it was required, including opening and closing duties and coaching team members.

• Create a positive client experience by understanding and meeting service transaction needs quickly, professionally and accurately
• Identifying client needs and identify opportunities to promote TDCT products and services
• Opening and closing procedures including counting cash, balancing, etc

Bachelor Of Business Administration (Bba), Finance, General

Finance

College Diploma, Financial Planning And Services

Financial Planning