Anna Duma
Brampton,ON
Summary
Accomplished and tenured Financial Advisor, with years of experience as an individual and team contributor to team success. Consistently met and exceeded sales targets and was recognized as an Emerald Award Winner for 2019. Eager to contribute to team success through hard work, attention to detail and drive to win. Looking to utilize existing experience and expand skills by securing a position as a Team Manager II, Operations.
Overview
14
14
years of professional experience
Work History
Financial Advisor
TD Canada Trust
Brampton, ON
10.2016 - Current
- Provided wide range of information and advice on accounts, credit cards, loans, mortgages, home equity lines, investments, estate planning, business banking and business credit with a focus on collection of financial information outside of TD to gain market share
- Helped clients plan for and fund retirements using mutual funds, guaranteed investment certificates, direct investing and partner referrals to Financial Planning
- Educated clients on financial health matters, including estate planning, ensuring succession planning, such as wills, power of attorney and beneficiaries were in place
- Exercised sound judgement in credit deal structure, adhering to policy guidelines and ensuring branch compliance and standards are met for mortgage and home equity line applications
- Worked closely with underwriters to resolve application submissions and issues in a timely fashion
- Cultivated and strengthened relationships with new and existing clients, proactively contacting clients with credit decisions, mortgage and investment renewals, opportunities for financial planning , elevating customer experience and advice
- Promoted the TD brand and increased customer base by "asking for the business" with existing clients and by referring their friends and family
- Trained and mentored new staff and existing team members with putting together complete deals for review and obtaining "first time right" submissions
- Fielded customer complaints and provided solutions, handling concerns with tact and professionalism, providing a solution at the first point of contact
- Developed and maintained relationships with local real estate agents, accountants and lawyers creating a network and centers of influence
Financial Services Representative
TD Canada Trust
Brampton, ON
09.2009 - 09.2016
- Offered competitive personal banking solutions such as personal chequing and savings accounts
- Offered unsecured lending options such as Overdraft protection, personal loans and lines of credit to suit customer needs
- Maintained relationships with clients and referred to partners and senior staff for complex lending and financial planning needs
Education
Bachelor of Arts - Honors Economics And Political Science
University Of Toronto
Toronto, OntarioSkills
- Strong interpersonal skills
- Self-motivated
- Professional
- Organized and Detail oriented
- Proactive and Energetic, projecting a positive attitude
- Broad knowledge of Credit and Deal Structure
- Excellent knowledge of Investing, mutual fund licensed
- Team player and individual contributor
- Sound knowledge of Compliance, banking laws and regulations
- Proficient at Building effective and lasting relationships
- Sales prospecting
- Strong Peer Mentorship and training of new staff
Accomplishments
- 5 time Champions Club winner, 2009,2010,2015,2016 and 2019
- Jan 2019- received coveted Emerald Award, TD Canada Trust
- Recognized sales leader at rewards breakfast for Real Estate Advice, Money In and Direct Investing
- Canadian Securities Course- Canadian Securities Institute
Volunteer Experience
- Reading Coach, Head Start Program at St. Francis Xavier Elementary School; employed various techniques to help with improving reading in 6 and 7 year olds
- Organizing donation of clothing and consumer goods for families at Christmas; goods purchased, organized, packed and delivered to groups in need
References
- Available upon Request
Timeline
Financial Advisor
TD Canada Trust
10.2016 - Current
Financial Services Representative
TD Canada Trust
09.2009 - 09.2016
Bachelor of Arts - Honors Economics And Political Science
University Of Toronto
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