As an operations officer at TD, we have to provide excellent client experience, work as a team with colleagues as well as with partners from various departments in TD. We have to process key wealth processes with excellent communication to provide best client experience.
Advanced Microsoft EXCEL
Microsoft Power BI
Microsoft OFFICE
Data Analysis
ISM
Banking
Operations
Wealth management
Strong verbal communication
Project management
team leadership
Financial Planning
Working on CSC(Canadian Securities Course) certification and CFP(Certified Financial Planner) license.