Meagan Walker Email & Phone Number

London, On, Ca

London, Ontario, Canada

London, Ontario, Canada

London, Ontario, Canada

1634 Hyde Park Rd Unit 2 London, Ontario N6H 5L7

Acquisition of new & maintenance of existing client relationships, referral sources & Lending Partners. Building mortgage applications & presenting to Lenders to obtain approvals. Expert knowledge of 84+ Lenders products, services, specials & offerings. Verification of income documents & other information required by Lenders. Establish & maintain networking & referral systems. Cross Sell additional products (i.e. Insurance). Ensure compliance with all governing bodies, regulators & laws.

383 Richmond Street London Ontario

Responsible for contributing to the teams overall Financial target goals while hitting or exceeding personal pre determined goals. Growing assigned client portfolio through uncovering of product gaps & referrals opportunities to key partners. Host weekly skill builds on product offerings, sales techniques & general Industry information to increase teams knowledge & skills. Primary focus on advanced borrowing needs & Financial Planning Solutions.

One London Place

As a Small Business Advisor I am responsible for the profitable growth of my assigned client portfolio. I must also acquire new relationships, while retaining and expanding my existing one. I manage my portfolio of high valued complex small business relationships in order to retain the existing relationship, expand relationship with new products & services which I identify as needed. Acquire new Small Business relationships by asking for referrals from my existing clients as well as attending networking events & going in to the community to speak to the owners. I am also responsible for the appropriate identification of referral opportunities to my retail & commercial banking partners.

St. Thomas, Ontario & London Ontario

London, Ontario

As a Senior Personal Banking Officer I was responsible for contribution to my teams overall success by meeting negotiated goals through the effective management of my assigned clients portfolio of customers. I was able to do this by using a financial planning approach & by successful identification of opportunities & needs of my clients. I was responsible to have expert knowledge of current product offerings & financial solutions available to my clients; as well as creating financial plans in order to deep the trusted advisor relationships & help solidify my clients’ financial stability.

St. Thomas, Ontario

As a Personal Banking Officer I was responsible for contributing to my branches overall success by meeting negotiated goals. I was able to do this by taking a Financial Planning Approach to client meetings. Having an expert knowledge of current products & service offerings as well as being able to identify opportunities for referrals to my branch partners. I worked with the unassigned client portfolio as well as walk in traffic; being able to build a trusted advisor relationship, gather all client information regarding needs, wants. Goals; and be able to successfully offer a plan or solution for current & future needs.

Cfp Exam 1, Financial Planning And Services

The first of 2 exams as well as case study towards CFP designation

Financial Services Certificate

Branch Compliance Officer Designation

Mutual Funds Licnece

Mortgage Agent Course

Small Business Certification