Wilson L. Email and Phone Number

• Develop and build trusted customer relationships with emphasis on providing advice relative to more complex investment and retirement planning strategies• Effectively execute business development activities focused on driving deposit and investment sales growth• Contribute to an optimal customer service and advice experience by creating comprehensive financial plans leveraging relevant financial planning modules and advice based tools and resources• Contribute to the overall business objectives of the branch team by acquiring, retaining and growing loyal customer relationships• Identify and refer customers to wealth partners, private banking and other internal channels as appropriate to build and strengthen clients' relationship with the bank

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions• Acquire and consolidate existing and new-to-RBC clients and assets• Connect clients with the right RBC team members to help reaching their personal financial goals• Develop external business referral sources through networking, marketing, and centres of influence

• Merit Award Winner 2016• Three-time National Campaign winner in F2014/2015• Top Monthly BDA (Nationally) & Top Investor Centre (Central Canada) winner in F2013• Meeting and exceeding individual and team acquisition goals of target client segments through proactive execution of Investor Centre marketing strategies/tactics and participation in trade shows. • Executing seminar strategy to increase trading activities and/or revenue through delivery of high quality training programs to promote and demonstrate TD Direct Investing applications and tools enabling them to be confident engaged investors• Actively identifying opportunities and establish rapport with all potential clients to transfer new assets into TD Direct Investing with a strong emphasis on providing a legendary client experience. • Developing, executing, and evaluating strategic sales plans with the retail branch network and other internal partners to strengthen business relationships. Provided sales training to promote TD Direct Investing products within the retail branch network to increase exposure and referrals. • Identifying and effectively communicating cross sell client business opportunities (Referrals) to other TD Divisions resulting in increased business to TD Bank Group • Managing all day-to-day operational and logistical functions within the IC to ensure compliance with TD Direct Investing standards and policies, be knowledgeable of and comply with Bank and IIROC codes of conduct and with securities laws and regulations.

• Top Advisor for Mutual Funds Sale in F2012, F2013• Awarded Million Dollar Milestone Certificate of Achievement for Mutual Funds Sale in F2013 • Engaged customers in conversation to understand and meet their current and long term financial needs by proactively providing them with advice on appropriate products and services• Contributed toward the achievement of branch business objectives by exceeding all individual sales goals• Identified and referred customers to internal partners and other TD channels as appropriate to monopolize client business to build and strengthen relationship • Contributed to the branch operational excellence by adhering to credit compliance, audit visits, mutual fund compliance, credit compliance and non credit losses

• Processed personal and business clients’ day-to-day banking operations (deposits, withdrawals, bill payments, wire payments... etc)• Consistently met and exceeded all Sales Revenue (SR) goal• Demonstrated excellent customer service with Customer Experience Index (CEI)• Led Children’s Miracle Network Fundraising Campaign as Branch Ambassador• Contributed ideas to help foster excellent customer experience as an active CEI committee member of the branch