Michelle Doucette Email & Phone Number

New Brunswick, Canada

TD Weath Private Investment Advice

Assist clients with day to day needs and provide professional client services.Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer.

Creat clients, organize, prepare, and explain tax return. Ensure optimal refund, explain opportunities for higher refunds on future returns, ensure all previous returns are filed accordingly, explain payment and refund options. Make follow up calls to schedule return preparations for possible returning clients

Saint John, New Brunswick, Canada

Respond to phone and email messages. Be available to clients during the day. Maintain regular contact with clients and rospects. Automate marketing materials. Attend events to promote business. Maintain compliance within the business. Develop relationships with clients and prospects. Send invitations to events.

Saint John

Gather, report, and analyze data pertaining to client information and needs. Make informed recommendations of products or services for client based on analyzed data. Report recommendations in a clear, organized manner to members of the sales team.

Received and sort incoming and return mail, enter data in a timely matter, make outbound calls to clients to maintain up to date information. Create and distribute job aid material.

Conducts And Practices Handbook, Investments And Securities

Canadian Securities Course, Investments And Securities

Diploma, Business Administration - Investment Management

Office Administration Executive, Office Administration Executive

Life Licence Qualification Program (Llqp_, Life Insurance