Georgiana Feher
Calgary,AB
Summary
As an empathic and integrous person, I bring a lot of heart into all I do and find joy in working with clients and colleagues and building authentic relationships. I have dedicated the past 18 years of my career working in client facing roles, and over the past 11years I progressed in various roles in the banking industry. With over five years of experience in Private Wealth Management, I dedicated my passionate to helping high net worth clients achieve their individual financial goals and aspirations, while providing exceptional client experience. As a Wealth Advisor & Private Client Lead at TD Wealth Private Wealth Management, I act as an institutional guide and a trusted partner for my clients, providing them with comprehensive and personalized wealth solutions.
My core competencies include wealth strategy, investment planning, estate planning, and complex banking and credit solutions. I have successfully completed the Investment Funds in Canada course, the Branch Compliance Officer course, the PFSA, the FP1& FP2 courses, and I am currently pursuing the Certified Financial Planner (CFP) designation. I also have strong skills in communications, coaching, business development and relationship management, and I am fluent in English, Romanian, Spanish and French. I am committed to delivering exceptional service and value to my clients, and to continuously enhancing my knowledge and expertise in the field.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Wealth Advisor
TD Wealth
10.2021 - Current
- Acquired new high net worth clients thru internal and external sources
- Supported 18 local TD branches and assisted their high net worth clients in finding the best home of fit within TD Wealth- Private Banking, Private Investment Advice, Private Investment Counsel and Private Trust
- Focused on coaching TD staff on our Wealth value proposition and helped them identify new opportunities, with a focus around providing sound advice to their clients
- Kept the branch staff involved throughout the client discovery process, by inviting them to meetings to better solidify coaching sessions and help with colleague development
- Maintained an ongoing active pipeline of approximately 80 clients referred and established successful client contact practices, and helped my assigned branches meet and exceed their annual goals
- Focused on providing personalized advice always with client's best interest in mind, and paired them with the appropriate colleagues for their overall investments, private banking or private trust needs
- Helped my assigned branches meet and exceed their Wealth annual goals
- Collaborated on an ongoing basis with over 10 teams of Investment Advisors and Portfolio Managers and conducted successful client introductions based on expertise, investment model and personality, to ensure long lasting relationships
- Actively represented TD Wealth in the local community and developed meaningful connections, while supporting TD's charity and community initiatives
- Maintained up to date industry knowledge and continued my personal education and development
- Planed and executed business plans and practices, and easily adjusted tactics to ensure business increase growth
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Private Banker
TD Wealth
12.2018 - 10.2021
- Under the Lift and Shift program I focused on delivering the TD Wealth value proposition and on-boarded over 140 new households, while being recognized as a national top performer
- Conducted in dept discovery meetings with my clients and introduced them to our Wealth Managers and Wealth Advisory Service team based on the client's needs, while keeping their best interests at heart
- Focused on delivering exceptional client experience by proactively reaching out to my book clients, follow up on the plan established during our discovery meeting while bringing new households from targeted clients
- Engaged partners in the client relationship and positioned us a strong wealth team; this has helped me meet and exceed my goals for asset consolidations, client on-boards and referrals to TDBG partners
- Applied best practices shared by colleagues in my daily activities and continued to look for new ways to better position myself and our value proposition to new prospects
- Got involved and volunteered for TD's initiatives, represented TD Wealth in the community with a focus on engaging colleagues and partners.
Manager of Customer Services
TD Canada Trust
06.2016 - 12.2018
- Managed 12 staff on a regular basis helped them develop their customer service and sales skills, kept the staff happy and motivated, and succeeded to obtain monthly over 150% of target
- Constantly asked for feedback to improve my coaching skills and looked for new ways to motivate staff
- Lead by example, coached and motivated staff to improve client experience results, meet and exceed plan
- Proactively helped and coached sales staff by sharing best practices, reviewed mutual funds, credit applications and TMT tracker
- Won most challenges in the region for best coaching sessions and got recognized among peers as a role model for coaching practices.
Financial Advisor
TD Canada Trust
02.2015 - 06.2016
- Proactively helped in coaching new colleagues to improve product and policies knowledge, increase individual sales revenue results and overall customer experience
- Demonstrate leadership in the branch by taking initiative in handling customer problems, helping the frontline whenever needed, coaching Financial Services Representatives for their investment and RESL appointments and volunteered to be the new branch CFO
- Appointed second Branch Compliance Officer
- Increased sales results over the year by improving product knowledge, finding new ways to approach customers and ask for constant feedback and advice from peers and manager
- Increased Credit Protection sale for new RESL deals from 30% to 100%
- Made clients feel that their business is appreciated, asked for new business and provided them with advice for day to day banking and investments while looking to franchise customers.
Financial Services Representative
TD Canada Trust
03.2014 - 02.2015
- Contributed to the achievement of branch objectives by constantly improving my results, meeting goals and referring clients to appropriate team members or internal Bank partners
- Achieved excellent results for new Mutual Funds accounts
- Proactively looked for new business, developed and maintained a strong relationship with customers
Customer Service Representative
TD Canada Trust
10.2012 - 01.2014
- Contributed to the achievement of branch and personal objectives by meeting and exceeding individual sales and referral goals
- Ranked top performer in the region for First Class Travel Visa sale challenge
- Ranked top performer in the branch for Blitz results.
Supervisor
Vodafone, Romania
01.2011 - 01.2012
- Vodafone, Romania is a mobile phone network operator, with over 11 million subscribers, over 3000 employers and €800 million sales per year
- Developed, tested, and approved more than 5 new marketing projects for sales department and increased the sales for small business segment clients by 20%
- Introduced new marketing tools based on the customer feedback for more than 11 projects to maximize the sales results in the Share Best Practice Meetings and succeeded in attracting and retaining customers
- Developed and implemented ‘Business Win back’ project in a team of 8; the company retained 30% of the business customers that wanted to cancel their contracts and move to other competing companies
- Supervised 8 staff on a regular basis helped them develop their customer service and sales skills, kept the staff happy and motivated, and succeeded to obtain monthly over 90% of target.
Sales and Testing Team Associate
Vodafone
01.2008 - 01.2011
- Achieved 300% of my personal target and increased my team’s result at 120% by working on my sales speech, asking feed-back from my team leader and other colleagues, and adapting to each customer’s needs
- Given the excellent sales results, promoted to Business Sales Associate position from sales associate to the individual clients within 5 months
- Collected feed-back from each client, adjusted to client needs and sold Vodafone products by marketing the benefits, created an efficient sales speech that is still used in Sales Training
Customer Service Representative
Vodafone
01.2006 - 01.2008
- Responded to at least 30 calls in an hour, provided excellent customer service to the clients, and was promoted to Sales Associate within 2 years
- Obtained outstanding results on Customer’s Satisfaction (10 of 10), idle Time under 5 seconds between calls (the target was 15 seconds), and Retention Rate over 60% (department’s target was 40%)
Junior Accountant
Stradivari Restaurant
01.2005 - 01.2006
- Recorded all incomings and outgoings transactions, and verified the balance daily
- Negotiated the prices with the providers for everything necessary in the restaurant and maintained the inventory monthly
- Recognized by other staff as a “detail-oriented person” and “trustworthy” in dealing with money
Education
Bachelor of Economics -
University Transilvania of Brasov
Skills
- Customer Relationship Management
- Wealth Management Services
- Business Development
- Staff Development
- Team Leadership
- Negotiation
- Decision Making
- Effective Communication
- Problem Solving
- Emotional Intelligence
- Staff Training and Development
Accomplishments
- Certifications:
- CFP candidate
- BCO, IFIC, PFSA, FP1 and FP2 courses
- Negotiation and Communication Skills Development course
Languages
Romanian
Native or Bilingual
French
Professional Working
Spanish
Professional Working
Certification
CFP candidate
Financial Planning1& Financial Planning 2
Branch Compliance Officer
IFIC
Timeline
Wealth Advisor
TD Wealth
10.2021 - Current
Private Banker
TD Wealth
12.2018 - 10.2021
Manager of Customer Services
TD Canada Trust
06.2016 - 12.2018
Financial Advisor
TD Canada Trust
02.2015 - 06.2016
Financial Services Representative
TD Canada Trust
03.2014 - 02.2015
Customer Service Representative
TD Canada Trust
10.2012 - 01.2014
Supervisor
Vodafone, Romania
01.2011 - 01.2012
Sales and Testing Team Associate
Vodafone
01.2008 - 01.2011
Customer Service Representative
Vodafone
01.2006 - 01.2008
Junior Accountant
Stradivari Restaurant
01.2005 - 01.2006
Bachelor of Economics -
University Transilvania of Brasov
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