Arvind Kaur Gill
Brampton,ON
Summary
Qualified Investment Specialist with proven background in managing client relationships and providing tailored financial solutions. Successfully navigated complex investment conversations and operations with enhanced customer satisfaction through personalized advise and knowledge pertaining to financial instruments. Demonstrated ability to communicate effectively and analyze financial needs. Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
21
21
years of professional experience
Work History
SENIOR PERSONAL BANKER- INVESTMENT SPECIALIST
TD CANADA TRUST
10.2024 - Current
- Provide exceptional money-in advice at every customer interaction
- Prospect, identify and onboard new TD Investment customers by using effective sales techniques, discovery, goals planning tools and resources
- Deepen investment relationships with TD customers by offering investment advice and consolidating OFI assets
- Communicate in a clear and understandable manner, keeping pace with the customer, speaking clearly, verifying customer understanding and agreement as appropriate
- Ability to guide customers through the planning process and provide suitable recommendations to clients with <$250K in investable assets
- Ensure proper handling of any issues/complaints using the TD Customer Problem Resolution process
- Demonstrate operational excellence through adherence to all TD compliance functions
RETAIL INVESTMENT SPECIALIST
TD CANADA TRUST
07.2023 - 10.2024
- The Investment Specialist position offered a unique opportunity to achieve my professional goals while being flexible to meet customers at their preferred times
- The Investment Specialist impact is in delivering an extraordinary client experience – by fostering a relationship of advice, trust, and confidence with existing TD clients
- The primary goal was to consolidate assets held outside of TD through key prospecting activities leveraging lead generation, phone outreach and customer referrals
- Provide exceptional money-in advice at every customer interaction
- Prospect, identify and onboard new TD Investment customers by using effective sales techniques, discovery, goals planning tools and resources
- Deepen investment relationships with TD customers by offering investment advice and consolidating OFI assets
- Communicate in a clear and understandable manner, keeping pace with the customer, speaking clearly, verifying customer understanding and agreement as appropriate
- Ability to guide customers through the planning process and provide suitable recommendations to clients with <$250K in investable assets
- Ensure proper handling of any issues/complaints using the TD Customer Problem Resolution process
- Demonstrate operational excellence through adherence to all TD compliance functions
Mortgage Protection Specialist
TD CANADA TRUST
04.2021 - 07.2023
- Provide exceptional Protection expertise at every customer interaction
- Prospect, identify and onboard new TD Protection customers by using effective sales techniques and using discovery delivered through specifically designed tools and resources (i.e
- PAT)
- Build and maintain expert knowledge of the markets and our products and services to be able to effectively and efficiently assist customers and advisors
- Possess comprehensive understanding of the local market, competitor offers, and economic/environmental trends that influence customer decisions
- Exercise strong judgement to deliver mobile-based customer interactions/experience
- Ensure proper handling of any issues/complaints using the TD Customer Problem Resolution process
- Report to Area Manager with ability and adaptability to work independently and remotely
- Educate Branch leaders and advisors by delivering/facilitating presentations, attending joint coaching sessions with Branch Managers & CP RM to support confident TD Protection Plan conversations
- Proactively participate & provide field insight & best practices during the development and execution of acquisition and sales support campaigns, initiatives and strategies
- Act as the subject matter expert for TD Protection Plans
- Be the voice of our channel by soliciting their feedback and sharing it with the appropriate TDI business unit(s)
- Contribute to operational improvements to streamline TD Protection procedures/processes within the Branch sales process
- Share expertise, relevant information and any changes discovered in daily interactions
- Lead by example by positively building and maintaining the morale, motivation and top performance of the team by consistently exemplifying open, respectful and timely interactions with customers, colleagues and support areas
- Maintain proactive contact with Key Branches and their customers for the purpose of providing expert Protection Plan advice, upskilling Branch Advisors, and achieving improved business results
Financial Advisor
TD CANADA TRUST
04.2014 - 04.2021
- Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
- By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
- Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
- Act as a point of contact for the frontline staff in handling customer problems
- Maintain professional space in common areas as per marketing and regulatory guidelines
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
Customer Service Officer
TD CANADA TRUST
10.2007 - 12.2008
- Resolved clients concerns as first point of contact to maintain service level agreements
- Demonstrated subject matter expertise by assisting clients with financial planning, investment advice and credit banking solutions
- Analyzed account opening forms and supporting documentation to ensure KYC standards while maintaining confidentiality and accuracy
- Increased customer financial confidence by providing personalized solutions based on their financial goals, answering questions and problem resolution
Supervisor
Star Bucks
01.2004 - 08.2006
The Bay
08.2003 - 01.2004
Education
Financial Planning 1, 2 AFP-1 -
CSI
10.2024
Canadian Securities Course -
CSI
Toronto06.2010
MBA - Business Administration And Management
Himachal Pradesh University
Shimla, India04.2000
Skills
- Relationship management
- Investment advisory
- Banking policies and procedures
- Client relationship management
- Portfolio analysis
- Financial advising
- Portfolio management
- Wealth management
- Financial planning
Accomplishments
THREE TIMES CHAMPION WITH TD CANADA TRUST
EXPERT IN TRAINING NEW COLEAUGES
PARTICIPATED IN MANY FIRE CHATS WITH AVP INSURANCE AND VP INSURANCE
GUEST SPEAKER FOR MOBILE MORTGAGE SPECIALIST TRAINING FOR CREDIT PROTECTION
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
SENIOR PERSONAL BANKER- INVESTMENT SPECIALIST
TD CANADA TRUST
10.2024 - Current
RETAIL INVESTMENT SPECIALIST
TD CANADA TRUST
07.2023 - 10.2024
Mortgage Protection Specialist
TD CANADA TRUST
04.2021 - 07.2023
Financial Advisor
TD CANADA TRUST
04.2014 - 04.2021
Customer Service Officer
TD CANADA TRUST
10.2007 - 12.2008
Supervisor
Star Bucks
01.2004 - 08.2006
The Bay
08.2003 - 01.2004
Financial Planning 1, 2 AFP-1 -
CSI
Canadian Securities Course -
CSI
MBA - Business Administration And Management
Himachal Pradesh University
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