As a Senior Private Banker, with TD Wealth Private Banking I understand the often-complex needs that go hand in hand with busy lifestyles and growing wealth.  As your dedicated Senior Private Banker, I will be your primary point of contact to assist you with all your personal banking needs. I, along with an experienced and dedicated support team, will work with you and your family to create and implement a comprehensive banking plan that is tailored to fit your individual and family goals. My goal is to utilize the vast resources and expertise of TD to discover your best financial path and to help you create a personalized plan designed to help meet your current and future needs.

Sr. Private Banker at TD Wealth Private Banking

•	Provided exceptional client service at every customer interaction
•	Produced reports and compose correspondence as required
•	Executed on client products and services with the utmost in accuracy
•	Assisted the bankers on any credit applications as time permits
•	Verified and corrected any errors or omissions with transactions in a timely manner
•	Ensured satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary
•	Assembled required documentation as requested in preparation for client meetings
•	Provided legendary customer service and make sure customer problems are handled appropriately

Client Service Associate

•	Provided Banking Solutions that meet the diverse financial needs of established and new clients.
•	Opened new accounts. Offer large and detailed investment and credit counselling
•	Promoted the sale of all personal banking products and services such as Mortgages and Home Equity Lines of Credit, and complex Investments
•	Provided appropriate advice and recommendations based on specific needs of clients and refer to appropriate branch partners when, and if necessary.
•	Provided legendary customer service and make sure customer problems are handled appropriately
•	Kept up to date with market trends and offers from OFI's to best recommend TD's products and services

Financial Advisor

•	Brougt Residential Mortgage Business and strong customer relationships to TD Canada Trust branch networks
•	Created profitable rapport by developing and maintaining relationships and by obtaining sustainable referrals from realtors, financial planners and other centers of influence.
•	Gained sound knowledge of financial sales, with skills, experience and knowledge of the real estate and mortgage lending industry
•	Provided credit/borrowing solutions and recommendations that meet the diverse needs of clients
•	Co-ordinated and planned networking events with clients and business associates

Mobile Mortage Specialist

•	Provided banking solutions that meet the diverse financial needs of established and new customers
•	Opened new accounts and offer credit and basic investment advice
•	Promoted the sale of all personal banking products and services
•	Participated in, in-house training and development programs
•	Received awards for districts "Money Out" campaign and came in top 6 in the district in Insurance sales

Financial Service Representative

•	Balanced General Ledgers and process weekly, daily and monthly reports
•	Interacted with branches, lawyers and other financial institutions, to prepare discharge statements and payouts of secured facilities.
•	Helped my team achieve 100% partner satisfaction index by meeting Service Level Agreements and for providing exceptional customer service
•	Received the Act for Impact Award in front of 600 employees, being recognized as customer driven and respecting others

Credit Administrative Services

Seasoned Private Banker providing Estate planning, Tax planning, Charitable giving, Financial literacy, Funding education, Retirement income planning, and Legacy planning services to high net worth (HNW) clients.
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Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer

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