Veda Singh Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

Toronto

Responsible for managing the performance, quality, and production of a team of 15 Mutual Fund staff through on going coaching and training of all team members.Providing outstanding client service to the Service & Sales Team. Manage relationship for two vendors and one Trustee. Liase with a number of Mutual Fund companies.Provided visible leadership by.

Toronto, Canada Area

Responsible for all aspects of product management and administration in the area of Registered Products products for both Mackenzie Investments and Investors Group. Vendor Relationship Manager for the third party service provider as it related to the Registered Disability Savings Plan (RDSP).Responsible for assessing the impact of all regulatory.

• PROFESSIONAL EXPERIENCECIBC TRUST CORPORATION, Toronto, OntarioPrivate Wealth Management
• Provided leadership, direction and management to trust operations staff regarding trust related services
• Direct accountability for the effective operation of CIBC Trust Centre and the achievement of business and financial targets
• Responsible for development and implementation of internal controls to ensure all audit reviews are satisfactory while ensuring the privacy and integrity of the Trust Company, its personnel and the information provided.
• Led a team of 21 employees to improve the quality and efficiency of the trust operations by creating a proactive client service environment while optimizing team productivity and providing regular coaching and feedback.

Provided leadership for operational support of all registered products, self-directed mortgages and estates for TD Waterhouse, TDW Institutional Services and TD Private Investment AdviceAppointed by senior management to support 400 Financial Planners and 25 Trust Officers as point of contact for any escalation of client issues and mediation.Provided.

Led a team of 20 employees including one Customer Service Manager and six Financial Advisors; met and exceeded sales revenues and all other sales and service goals; mentored and trained employees through developmental workshops and a structured coaching program.

Led a team of 17 employees between two branches; increased branch efficiency and exceeded sales targets through the formulation of a new staffing structure and realignment of business hours; generated additional business through the creation of marketing initiatives through different channels.

Led a team of 10 employees; increased total business volumes by $19 million during tenure; provided the highest level of customer service within the Scarborough region as evidenced by the Customer Service Index.

Fundamentals Of Enterprise Risk Management

Activities and Societies: Attended a 5 day program on Enterprise Risk Management Fundamentals

Certified Financial Planner, Cfp

PFP Designation

Canadian Securities, Canadian Operations Course, Partners. Directors & Qualifying Course (Pdo), Ific, Investments And Securities

Business Banker Program