Team Leader - Wfg Client Services
CurrentTeam Leader - WFG Client Services in the Advisor Relations team.
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Taylor Hurst is listed as Team Leader - WFG Client Services at Investia Financial Services, a company with 512 employees, based in Courtice, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Taylor Hurst.
Taylor Hurst previously worked as Reconciliation Analyst at Investia Financial Services and Business Processing Administrator at Investia Financial Services. Taylor Hurst holds Diploma, Human Resources Management And Services, 4.76 from Durham College.
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Certified Human Resources Professional as of April 2022. Currently working as the Team Leader for Advisor Relations at Investia Financial Services. 2021 Graduate in Human Resources, and 2018 Graduate in Accounting in Durham College's Business Administration programs.
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Toronto, Ontario, Canada
Team Leader - WFG Client Services in the Advisor Relations team.
Toronto, Ontario, Canada
-Facilitating Trade settlements and reconciliation of trust accounts for both mutual and segregated funds-Communicating with head office and other teams to process and send EFT requests, manual cheques and money transfers via A$M to fund companies-Investigate trade adjustments (dilutions) as well as trades that have rejected overnight to ensure proper.
Remote
-Processing various trade instructions submitted by advisors, including: account redemptions, fund code switches, purchases, and new and existing loan packages-Updating and creating client profiles and accounts accurately and timely as per the Know Your Client forms submitted-Sorting and faxing various financial and non-financial packages to fund companies.
Bowmanville, Ontario, Canada
Electronics and Photo Associate at the 1001 Bowmanville Walmart location.- Assisted customers with their electronic or photo related purchases- Actively listened to customers to better tailor advice to them on what product would suit them best- Worked in a fast-paced, teamwork-based environment while serving customers with professionalism and integrity.
- Worked remotely to complete tasks and assignments assigned by supervisor- Created and implemented various icebreaker activities that could be used in both virtual and in-office settings during meetings- Researched and gathered data on aspects of remote work, including: setting up an office space at home, creating new routines and habits, managing.
Courtice, Ontario
- Supervised a team of 4-7 workers to ensure the store was stocked, cleaned, and ready for the morning- Created positional charts and scheduled breaks for up to 10 employees during a shift- Effectively handled customer inquiries and complaints in a professional manner- Ensured order accuracy and customer satisfaction - Operated cash terminal and process.
Other employees you can reach at investia.ca. View company contacts for 512 employees →
Sam Harris
Colleague at Investia Financial ServicesVancouver, British Columbia, Canada, Canada
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Rebecca Ho
Colleague at Investia Financial ServicesFort Smith, Northwest Territories, Canada, Canada
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Tony Valle
Colleague at Investia Financial ServicesNepean, Ontario, Canada, Canada
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Claude Lefebvre
Colleague at Investia Financial ServicesCapitale-Nationale, Quebec, Canada, Canada
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Gary H. Attack B.B.A.,Cfp®,Rfp,Rrc®
Colleague at Investia Financial ServicesKitchener, Ontario, Canada, Canada
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Marc Lemay
Colleague at Investia Financial ServicesQuébec, Quebec, Canada, Canada
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Robert Corbett
Colleague at Investia Financial ServicesCanada, Canada
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Ashley Bombardieri
Colleague at Investia Financial ServicesWaterloo, Ontario, Canada, Canada
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Bruce Tian
Colleague at Investia Financial ServicesAncaster, Ontario, Canada, Canada
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Brian Lavoie, Cfa®, Cfp®
Colleague at Investia Financial ServicesRichmond Hill, Ontario, Canada, Canada
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Achieved a place on the Dean's List for achieving an average of above 80% in courses in each semester. Courses taken include: Human.
Achieved placement on the Dean's List for achieving an average of 80% or higher in each course within each semester of this program..
Courses taken include: Critical Thinking & Ethics, Organizational Behaviour, Finance, Business Math I and II, Managerial Accounting, Legal.
Quick answers generated from the profile data available on this page.
Taylor Hurst works for Investia Financial Services.
Taylor Hurst is listed as Team Leader - WFG Client Services at Investia Financial Services.
Taylor Hurst is based in Courtice, Ontario, Canada while working with Investia Financial Services.
Taylor Hurst has worked for Investia Financial Services, Osl Retail Services, Kyosei Consulting, and Tim Hortons.
Taylor Hurst's colleagues at Investia Financial Services include Sam Harris, Rebecca Ho, Tony Valle, Claude Lefebvre, and Gary H. Attack B.B.A.,Cfp®,Rfp,Rrc®.
You can use AeroLeads to view verified contact signals for Taylor Hurst at Investia Financial Services, including work email, phone, and LinkedIn data when available.
Taylor Hurst holds Diploma, Human Resources Management And Services, 4.76 from Durham College.
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