Nancy H. Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Responsible for leading the Communications, Client Care & Optimization teams within RBC DI.

Toronto, Ontario

Led a transformation project for the wealth operations mid office. Found efficiencies and significant cost savings through improving productivity, training and development, focusing on the client experience and fostering strong relationships with leaders in the front and back offices.

Markham, Ontario

Led a 350 person contact centre with 7 direct reports responsible for supporting TD Direct Investing clients. Responsible for a legendary client experience, recruiting top talent, developing and coaching managers, driving core metrics and ensuring compliance within the regulatory framework.

London, Ontario

Led a 220 person contact centre supporting TD Ameritrade clients. Developed initiatives to continuously improve reporting, employee engagement and sales. Coached and developed senior and front line leaders to achieve and exceed all metrics.

Markham, Ontario

Led a project to set up a newly acquired business from the US. Delivered on recruitment, training, real estate, technology and regulatory licensing. Project was successfully delivered on time.

Markham, Ontario

Led a 120 person contact centre responsible for delivering exceptional support to high valued clients of TD Waterhouse. Managed diverse sophisticated specialty desks. Led the team through the risk mitigation in the 2008 credit crises.

Edmonton, Alberta

Responsible for fostering strong relationships and supporting our most valued clients with their day to day investing needs. Delivered exceptional support in order to gather additional assets and earn referral business. Acted as a point of contact for clients who required specialized support within the organization. Awarded the Business Builder of the Year.

Edmonton, Alberta

As part of the senior management team we were responsible for opening a new 250 person contact centre. Responsibilities included, recruitment, training and development, implementing a service to sales strategy, premises, delivering reward and recognition programs, strategize and deliver new campaigns to support metrics, and ensured licensing requirements.

Winnipeg, Manitoba

Managed a 20 person branch and responsible for recruiting, coaching and training. Managed client relationships and a acted as the point of contact for escalations. Fulfilled the Business Development role by delivering large client seminars. Fostered relationships with the retail branches to support existing clients and receive referrals for new clients.

Saskatoon, Saskatchewan

Responsible for acquiring new business through branch visits and marketing calls. Acted as a relationship manager for bank branches. Delivered client seminars across both Manitoba and Saskatchewan. Represented our business in trade shows to demonstrate our product and sign up new business.

Saskatoon, Saskatchewan

Managed an office of 9 Investment Representatives. Responsible for coaching and development, hiring, risk and compliance of the branch, client escalation point, business development, fostering reciprocal business relationships with partners within the organization.

Saskatoon, Saskatchewan

Responsible for maintaining a high degree of knowledge about markets, investment instruments such as: equities, bonds, options & mutual funds to support clients. Deliver on customer service to ensure client loyalty and satisfaction.

London, United Kingdom

Office administrator responsible for coordinating support for City & Guilds approved institutions.

Saskatoon, Saskatchewan

Branch administrator responsible for managing support staff within the branch, supported the IA's and worked closely with head office, oversaw the compliance requirements for the branch and met with clients when required.