Matthew Varga Email & Phone Number

Toronto, On, Ca

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 customers around opportunities. • 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.• Effectively manage branch staffing to optimize capacity and encourage career growth and progression

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 customers around opportunities. • 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.• Effectively manage branch staffing to optimize capacity and encourage career growth and progression

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) and taking into account the clients’ current situation, risk profile, time horizon, and other personal factors.• 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 developments in the markets, the economy, and the investment industry.• 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 financial planning and securities registration.• 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 changes in client lifestyle / needs or capital market conditions that may affect clients' financial objectives.• 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 Development Plans. Champion the effective implementation of change initiatives

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.• Accurately captured and validated clients’ personal and financial information, ensuring all documentation was completed in accordance with bank policies and regulations.

• 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