Consultant
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I have acquired extensive practical experience within the finance Industry. This allowed me to gain strong foundational skills specializing in investments, insurances, and mortgages. My experiences has allowed me to navigate a broad spectrum of clients, ranging from corporate entities to individuals,
across various stages of life. My strong interpersonal skills enable me to build trusted relationships with clients, fostering long-term partnerships based on integrity and reliability. My sales related activities aloud me to be a successful advisor.
MANAGER, PERSONAL FINANCIAL SERVICES from 06/2022 to Current at TD Bank o My role consists of selling investments and mortgages plus insurance protections.
o Allocate and build investment goals for multi purpose plans.
o Open accounts, Fill out documents / transfer forms and monitor compliance requirements.
o Cross sell and input strategies for appropriate solutions.
o build and assessed credit applications accurately by analyzing applicants"
income documents, asset/liabilities, budgeting and suitability.
o Sell insurance protections for the credit products (life ins./critical ill ins.)
o Delivered consistent results within compliance guidelines while meeting quarterly sales quotas.
o Increased client satisfaction by providing tailored financial advice and investment recommendations.
o Enhanced customer relationships with personalized service and addressing individual concerns promptly.
o Collaborated with team members to achieve sales targets and improve overall branch performance.
o Managed a portfolio of high net-worth clients, ensuring their financial goals were achieved through strategic planning.
Account Executive from 01/2020 to 06/2022
at RBC INSURANCE o Selling insurance products and services o Our products included a range of life insurances, disability insurances, critical illness insurance, segregated funds, annuities and travel insurances.
o Up-sell and cross sell to existing clients and monitor their needs as they evolution.
o Executing strategies and approaches in the implementation of policies and services.
o Increased client retention through effective communication and relationship-
building strategies.
o Educated clients on various insurance options, ensuring adequate coverage based on personal needs.
o Developed comprehensive financial plans for clients, addressing their short-
term and long-term goals.
o managed complex corporate company solutions ranging from buy/sell agreements, corporate extraction strategies, preserving wealth, universal insurances, protections and tax planning.
o Provided ongoing support and assistance with existing and new clients throughout their evolving needs.(400 book of clients)
CLIENT ADVISOR from 01/2019 to 01/2020
at RBC BANK o Service clients on their transactions and banking activities.
o Built credit applications for consolidation and solutions related to leverage, student loans, credit cards and preserving wealth..
o Perform KYC, KYT and analysis with clients for proper due diligence to limit risk and exposure to financial regulatory policies.
o Built relationships with new and existing clients.
o Up-sell and cross sell on offers and opportunities to achieve quart’s quotas.
o Communicated with team members and internal channels regarding underwriting and files.
Insurance of persons (AMF) 2019
Group insurance plans & group annuities (AMF) 2019
Education in financial services and investments, mortgages, insurances and administration. Client service oriented and fast learner.
