Summary
Overview
Work History
Skills
Timeline
Generic
AMREET SANDER

AMREET SANDER

Chilliwack

Summary

Strategic and analytical finance professional with over 9 years of progressive experience in banking, client advisory, and business finance. Adept at supporting cross-functional teams through financial planning, budgeting, and performance analysis. Proven ability to manage stakeholder relationships, deliver market insights, and evaluate business cases that influence executive decision-making. Skilled in lending, investment analysis, and risk assessment, with a strong understanding of capital management and real estate financing. Recognized for providing data-driven recommendations that enhance profitability, streamline operations, and support long-term strategic goals.

Overview

12
12
years of professional experience

Work History

Unlicensed Assistant & Client Care Coordinator

Cultivate + Evolve Financial
08.2025 - Current
  • Coordinated scheduling and logistics for multiple projects, ensuring timely completion and resource allocation.
  • Developed and implemented streamlined processes, enhancing overall workflow efficiency across departments.
  • Provided administrative support to Senior Mortgage Broker (Catherine Melville), assisting in strategic planning and project execution.
  • Facilitated communication between teams, fostering collaboration and information sharing on key initiatives.
  • Gathering financial documents, reviewing loan applications for completeness and accuracy, coordinating between clients, loan officers, and third parties like underwriters and title companies, providing status updates to clients, and maintaining client files.

Mobile Mortgage Specialist

TD Canada Trust
01.2024 - 12.2025
  • Deliver customized mortgage advice based on each client's financial goals, credit profile, and long-term plans. Guide clients through all stages of the mortgage process, including pre-approvals, renewals, refinancing, and new purchases. Develop a strong understanding of lending regulations and policy changes to ensure smooth, compliant transactions.
  • Key Achievements:
  • → Educated clients on market trends, debt servicing ratios and how these factors impact mortgage eligibility.
  • → Increased referral business by 40% through consistent outreach and relationship building with local real estate professionals.
  • → Ensured all files and documentation met compliance standards while consistently hitting performance targets.
  • → Managed a high volume of applications while maintaining a strong focus on accuracy and turnaround time.

Mobile Mortgage Specialist Assistant

TD Canada Trust
06.2023 - 01.2024
  • Helped onboard new clients by guiding them through the initial stages of the mortgage process and answering preliminary questions. Communicated with underwriters, clients, realtors, and legal professionals to gather outstanding information and keep files on track.
  • Key Achievements:
  • → Tracked the status of mortgage applications and followed up with all parties to avoid delays in the pipeline.
  • → Maintained detailed records of each client file and updated internal systems regularly for real-time visibility.
  • → Responded to client emails and calls promptly, maintaining a professional and helpful tone throughout.

Relationship Manager, Business Markets

Royal Bank of Canada
02.2022 - 06.2023
  • Managed a portfolio of high-value small business clients, providing tailored lending, credit, and cash management solutions based on their financial needs. Visited client sites to gain a deeper understanding of operations and business objectives, allowing for more personalized financial recommendations.
  • Key Achievements:
  • → Conducted market research and portfolio reviews to identify growth opportunities and mitigate risks.

Financial Advisor

TD Canada Trust
04.2021 - 01.2022
  • Delivered comprehensive financial advice to clients, covering mutual fund investments, mortgage solutions, and personal lending needs. Built trusted relationships by consistently following up and checking in on evolving client needs.
  • Key Achievements:
  • → Collaborated with other financial specialists to provide well-rounded service and solutions.
  • → Supported the branch team by mentoring new hires and participating in leadership meetings and training sessions.

Personal Banking Associate

TD Canada Trust
07.2019 - 04.2021
  • Educated clients on a range of banking products, including chequing/savings accounts, credit cards, and online banking tools. Opened new accounts, processed line of credit applications, and submitted credit card and Visa requests.
  • Key Achievements:
  • → Referred clients to in-house specialists for investment, lending, and mortgage needs, based on identified opportunities.
  • → Promoted digital banking options to improve client convenience and reduce in-branch traffic.

Customer Experience Coordinator

TD Canada Trust
01.2018 - 07.2019
  • Handled a high volume of inbound customer inquiries, providing information on banking products, appointments, and general service needs. Scheduled and managed client appointments for advisors, ensuring efficient branch flow and minimal wait times.
  • Key Achievements:
  • → Monitored and tracked incoming shipments and inventory levels to ensure timely restocking of materials and supplies.
  • → Assisted with administrative duties, including report generation and internal communications support.

Customer Service Representative

TD Canada Trust
03.2015 - 08.2018
  • Processed a wide range of banking transactions, including deposits, withdrawals, bill payments, and fund transfers with accuracy and efficiency. Served as a go-to team member for internal systems including Admin Apps, C3, and S3, helping colleagues troubleshoot in real time.
  • Key Achievements:
  • → Guided customers through day-to-day banking activities while promoting relevant banking products and services.
  • → Trained and supported new hires by demonstrating branch procedures and providing ongoing guidance.

Miss Vancouver – Miss Canada Globe

Miss Canada Globe Productions
01.2014 - 08.2015
  • Organized and hosted fundraising events in support of the ‘Because I am a Girl’ foundation, raising awareness and driving community engagement. Identified and secured sponsorships from local businesses and community partners to support event costs and travel expenses.
  • Key Achievements:
  • → Represented Vancouver at the national Miss Canada Globe competition held in Toronto, Ontario.
  • → Participated in community outreach initiatives, attending charity events and speaking engagements to support social causes.

Skills

    - Business Lending

    - Mortgage Processing

    - Credit Applications

    - Investment Advisory

    - Financial Goal Setting

    - Cross-referrals

    - Customer Retention

    - Appointment Scheduling

Timeline

Unlicensed Assistant & Client Care Coordinator

Cultivate + Evolve Financial
08.2025 - Current

Mobile Mortgage Specialist

TD Canada Trust
01.2024 - 12.2025

Mobile Mortgage Specialist Assistant

TD Canada Trust
06.2023 - 01.2024

Relationship Manager, Business Markets

Royal Bank of Canada
02.2022 - 06.2023

Financial Advisor

TD Canada Trust
04.2021 - 01.2022

Personal Banking Associate

TD Canada Trust
07.2019 - 04.2021

Customer Experience Coordinator

TD Canada Trust
01.2018 - 07.2019

Customer Service Representative

TD Canada Trust
03.2015 - 08.2018

Miss Vancouver – Miss Canada Globe

Miss Canada Globe Productions
01.2014 - 08.2015

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AMREET SANDER