Tyler Latour, Cfp®, Fcsi, Ris Email & Phone Number

Chatham-Kent, Ontario, Canada

Ontario, Canada

Aylmer, Ontario, Canada

Aylmer, Ontario

• As a member of the branch Investment team, answer all questions from both Members and staff relating to different account types (TFSA, RRSP, RESP, etc.), and different products and services offered. This assists our Members with better understanding the products we offer, and staff with better spotting opportunities for investment referrals.• Meet with Members and prospective-Members to provide advice and recommendations on investments, and determine how Kindred’s suite of products can… Show more • As a member of the branch Investment team, answer all questions from both Members and staff relating to different account types (TFSA, RRSP, RESP, etc.), and different products and services offered. This assists our Members with better understanding the products we offer, and staff with better spotting opportunities for investment referrals.• Meet with Members and prospective-Members to provide advice and recommendations on investments, and determine how Kindred’s suite of products can help them reach their goals. • Spot opportunities for other departments (lending, small business, insurance), as well as more senior investment staff and refer Members to colleagues as appropriate. • Participate in community events in order to help increase Kindred’s recognition within our community in order to bring in additional business. Show less

Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc).

London, Canada Area

As a member of the branch sales & service team, my job largely revolved around helping our Members with various needs. Specifically, the following:• Assisted prospective Members in opening their Membership and initial accounts with Meridian Credit Union.• Opened many different products including chequing & Savings accounts, TFSAs, RRSPs, RESPs, GICs, Visa credit cards, among other products, while explaining the different features and benefits between different products to Members. •… Show more As a member of the branch sales & service team, my job largely revolved around helping our Members with various needs. Specifically, the following:• Assisted prospective Members in opening their Membership and initial accounts with Meridian Credit Union.• Opened many different products including chequing & Savings accounts, TFSAs, RRSPs, RESPs, GICs, Visa credit cards, among other products, while explaining the different features and benefits between different products to Members. • Wrote credit applications through Intellilender system for mortgages, lines of credit, installment loans, among others. Discussed the various lending products with Members to ensure their understanding, and that the best product is being provided for the Member’s situation.• Had in depth conversations with Members to align available products with Member needs. As necessary, referred the Member to partners for specific needs. Specifically small business, commercial, and wealth.• Acted as first point of contact at branch level for staff and Members during the launch of Meridian’s new Visa cards, as well as many seasonal campaigns. • Provided coverage for teller counter when required, processing day-to-day transactions via Ovation banking system and assisting Members with general inquiries regarding their banking. • Maintained a balance of following Meridian policies and procedures while doing my best to ensure Member satisfaction in all situations. • Miscellaneous administrative duties including year end & quarterly trail balancing, cash ordering and shipping, processing of ABM deposits, among other things. Show less

Woodstock, Ontario

• Completed all paperwork necessary for clients to open various types of accounts and transfers.• Assisted clients with contributions to and redemptions from their accounts.• Involved with various aspects of the Financial Planning process including: gathering client information, input into planning software, discussion of various scenarios relevant to the client's particular situation.• Relayed information to clients & assist with general inquiries.

Kitchener, Canada Area

• Accurately and efficiently processed day-to-day transactions for Owners. • Assisted sales team in outbound calls for various reasons - RRSP season, investment renewals, etc.• Data mined through Owner portfolios in order to add opportunities for sales team to act on.• Built rapport with Owners to encourage repeat business & uncover additional opportunities.• As necessary, refer to other branch staff to ensure Owner needs are being met (investing, lending, etc.). • Took the… Show more • Accurately and efficiently processed day-to-day transactions for Owners. • Assisted sales team in outbound calls for various reasons - RRSP season, investment renewals, etc.• Data mined through Owner portfolios in order to add opportunities for sales team to act on.• Built rapport with Owners to encourage repeat business & uncover additional opportunities.• As necessary, refer to other branch staff to ensure Owner needs are being met (investing, lending, etc.). • Took the initiative to train in other areas, beyond what is necessary for my position in order to assure I have a greater understanding of other aspects of the business, and to potentially act as "back up" when other staff were away.• Assisted in a wide variety of administrative duties for the branch including month end reports, cash ordering and shipping, processing of ABM deposits, among other things. Show less

London, Canada Area

• Quickly and accurately processed personal and commercial customers' day-to-day transactions including cash deposits and withdrawals, negotiating cheques, preparation of drafts, and wire transfers, among other things.• Listened attentively to customers in order to determine products that would best suit their needs, and refer them to the appropriate sales staff.• Sale of Mastercards and Travel Insurance in order to meet customer needs.• Built strong rapport with customers, helping… Show more • Quickly and accurately processed personal and commercial customers' day-to-day transactions including cash deposits and withdrawals, negotiating cheques, preparation of drafts, and wire transfers, among other things.• Listened attentively to customers in order to determine products that would best suit their needs, and refer them to the appropriate sales staff.• Sale of Mastercards and Travel Insurance in order to meet customer needs.• Built strong rapport with customers, helping to generate a strong client relationship.• Processed ABM deposits daily.• Struck a balance between meeting customers' needs, while also following bank policies and procedures.• Balanced central teller cash prior to branch closing. Show less

Kitchener, Canada Area

• Reverse Logisticso Processed out defective merchandise, sorting between merchandise to be returned to vendors, donated to the Food Bank of Waterloo Region, and destroyed.o Safely processed all ESIM (environmentally sensitive items) in accordance with store policy and regulations.o Removed recalled items from sales floor and both stock rooms in a timely manner.o Received incoming merchandise from a variety of third party vendors including Pepsi, Coke, Frito-Lay, among… Show more • Reverse Logisticso Processed out defective merchandise, sorting between merchandise to be returned to vendors, donated to the Food Bank of Waterloo Region, and destroyed.o Safely processed all ESIM (environmentally sensitive items) in accordance with store policy and regulations.o Removed recalled items from sales floor and both stock rooms in a timely manner.o Received incoming merchandise from a variety of third party vendors including Pepsi, Coke, Frito-Lay, among others.• Backroomo Assisted in the unloaded of trucks, and flow of merchandise out to the sales floor.o Accurately and efficiently back-stocked merchandise as necessary.o Pulled merchandise from the stockroom in order to maintain an adequately stocked sales floor, and optimum shopping experience for guests.o Maintained a high degree of organization and accuracy for electronics' stock room.o Trained new hires in my position, acted as a leader to peers.o Provided fantastic service to shoppers while accomplishing other tasks. Show less

Woodstock, Ontario, Canada

Associate’S Degree, Business Administration - Financial Planning, 3.72

Banking, Investing, Financial Services

Various Courses: - Estate and Trust Asset Management (December 2022) - Bank Management Fundamentals (November 2022) - Business Development.