Chu Chung Lee

Interpreter

Talent

Toronto, OntarioMember since May 20, 2023

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About

A driven, adaptive, and knowledgeable sales and relationship manager who is specialized in CRM to deliver excellent outcome on business development and pipeline management.

Experience

ExperienceExperience

TDTD

Permanent Full-time · 1 yr 6 mosPermanent Full-time · 1 yr 6 mos

Investment SpecialistInvestment Specialist

Jan 2023 - Apr 2023 · 4 mosJan 2023 - Apr 2023 · 4 mos

Toronto, Ontario, Canada · HybridToronto, Ontario, Canada · Hybrid

The Investment Specialist impact is in delivering an extraordinary client experience – by fostering a relationship of advice, trust, and confidence with existing TD clients.
The primary goal will be to consolidate assets held outside of TD through key prospecting activities leveraging lead generation, phone outreach and customer referrals
Employ excellence in business development practices, with emphasis on pipeline success.
Create personalized client investment strategies, leveraging internal tools that will support your investment recommendations, and engage in opening new investing accounts, and initiate transfers of assets from other financial institutions.
As a natural relationship builder, you will identify referral opportunities to other TD lines of business, including Retail and Wealth partners.• The Investment Specialist impact is in delivering an extraordinary client experience – by fostering a relationship of advice, trust, and confidence with existing TD clients. • The primary goal will be to consolidate assets held outside of TD through key prospecting activities leveraging lead generation, phone outreach and customer referrals • Employ excellence in business development practices, with emphasis on pipeline success. • Create personalized client investment strategies, leveraging internal tools that will support your investment recommendations, and engage in opening new investing accounts, and initiate transfers of assets from other financial institutions. • As a natural relationship builder, you will identify referral opportunities to other TD lines of business, including Retail and Wealth partners.