• Generates final benefit options for retiring and terminating members by auditing completeness and compliance of member’s records in accordance to the Ontario Pension Benefits Act and plan provisions• Produces pension estimates and commuted value estimates for active plan members using sound analytical skills to assist members in planning for retirement• Processes leave periods for employers and ensure leave periods are in compliance with the Employment Standards Act and plan… Show more • Generates final benefit options for retiring and terminating members by auditing completeness and compliance of member’s records in accordance to the Ontario Pension Benefits Act and plan provisions• Produces pension estimates and commuted value estimates for active plan members using sound analytical skills to assist members in planning for retirement• Processes leave periods for employers and ensure leave periods are in compliance with the Employment Standards Act and plan provisions • Provides support to employers in regards to administrating OMERS pension plan, ranging from contribution calculations to determining types of contributory earnings Show less

• Builds relationship and manages a client book of up to 400 high value clients in Canada through phone and secured email • Conducts meetings with clients to determine financial needs, and long term and short term goals• Proactively makes outbound calls to book regular meetings with clients to monitor the progress of clients’ finances • Produces comprehensive financial plans utilizing extensive knowledge of tax and investment strategies, retirement planning and credit planning •… Show more • Builds relationship and manages a client book of up to 400 high value clients in Canada through phone and secured email • Conducts meetings with clients to determine financial needs, and long term and short term goals• Proactively makes outbound calls to book regular meetings with clients to monitor the progress of clients’ finances • Produces comprehensive financial plans utilizing extensive knowledge of tax and investment strategies, retirement planning and credit planning • Assesses clients’ assets, liabilities, cash flow and financial objectives to establish investment strategies Show less

• 2016 Champion Branch• 2016 Overall Top Quartile Ranking In District• Achieved over $3 million in sales volume through investments and credit products per quarter • Analyzed clients’ current financial situation and advise tailored financial products to meet their goals• Proactively made outbound calls to effectively build clients base • Demonstrated lobby leadership in the branch with the goal to deliver a legendary customer experience by greeting and engaging them in a… Show more • 2016 Champion Branch• 2016 Overall Top Quartile Ranking In District• Achieved over $3 million in sales volume through investments and credit products per quarter • Analyzed clients’ current financial situation and advise tailored financial products to meet their goals• Proactively made outbound calls to effectively build clients base • Demonstrated lobby leadership in the branch with the goal to deliver a legendary customer experience by greeting and engaging them in a range of sales, service and informational conversations• Coached and led customer service representatives achieve their goals• Constantly adhere to due diligence and procedural practices in order to mitigate risk exposure both at the branch and corporate level Show less

• 2015 Champion Branch • 2015 Children Miracle Network Campaign Lead• Leadership responsibilities by training new CSRs in opening, closing and day-to-day procedures• Identified opportunities to promote and provide banking advice on TD products tailored to customer’s needs to exceed sales targets • Processed all banking transactions accurately and efficiently, while ensuring legendary customer experiences are given to customers

• Responsible for training new employees to ensure understanding of responsibilities and procedures• Managed all front-office administrative duties, including data entry, filing, scheduling meetings, and other ad-hoc duties• Handled more than 100 clients per week through telephone inquiries in a fast paced environment• Responsible for scheduling appointments for more than 50 real estate agents

• Built and maintained client bases by prospecting and meeting with existing and potential clients on an ongoing basis, resulted in a growth of client base• Communicated with clients to understand their financial needs and provided tailored financial advice to exceed sales targets • Ensured compliance with company and regulatory requirements and guidelines