Himalay Vayeda
Exempt Market Dealer
Toronto,ON
Summary
Dynamic Account Executive with a passion for sales and over 9 years of experience in managing key
accounts, driving revenue growth, and utilizing data analytics to identify trends and optimize sales
strategies. Skilled in CRM platforms (e.g., Salesforce, HubSpot) for tracking client interactions, forecasting
sales, and improving pipeline management. Demonstrated success in acquiring new clients, negotiating
high-value contracts, and developing customized sales solutions. Strong interpersonal and communication
skills, with a focus on fostering client loyalty and long-term partnerships. Consistently recognized for
achieving top sales performance through data-driven decision-making and strategic account planning.
Overview
10
10
year of professional experience
Work History
Dealer Representative|CRM Head
Waverley Corporate Financial Services Inc
Toronto, ON
10.2023 - Current
- Provide exceptional white glove portfolio management to accredited clients with exposure to complex private equity and alternative asset funds
- Access to a shelf of multifaceted funds with high level of due diligence
- Ensured compliance with industry regulations and company policies by conducting thorough client documentation reviews, verifying client information, and staying up to date with relevant regulatory changes
- Spearheaded the CRM schema, design and implementation for the sales team and assisted issuers with digital marketing campaigns with data driven insights
Engagement Manager
TD Wealth Management
Toronto, Ottawa, ON
- Support trading account growth by exceeding 4 key metrics engaging clients and funding over $60M in new assets with TD with over $350M in total assets
- Exceeded all metrics throughout the role by 20% QoQ
- Identify business development opportunities, educate clients through organized platform demo for executing complex strategies
- In addition, increase share of wallet by referring clients to other TD wealth, commercial and retail partners
- Exceptional client experience
- Customer satisfaction score over90% throughout the tenure
- Provide ongoing updates and ad-hoc request on salesforce to optimize end to end client and colleague journey for sales enablement
- Develop and present insights on process irritant solving
Licensed Investment Representative
TD Direct Investing
Ottawa, ON
- Complete precise trade execution request, corporate actions and account administration
- Analyze and carry out credit and risk activities for brokerage accounts for retail clients
- Proficiency on both US and Canadian markets with additional skills to assist on options queries
- Consistent delivery of productivity during highest ever trading traffic in TD DI business
- Assist and coach newly licensed IRs with systems.
Financial Services Representative
TD Canada Trust
Thunder Bay, ON
- Provide retail clients with full-fledged service from account opening to investments and mortgages
- Top 5 mutual fund sales performer in the district during the final 2 quarters of the role
- Completed complex business account opening and complex mortgage applications successfully
- Assist and help new hires with training on the role.
Education
Master of Management Analytics - Data Analytics for Business
Queen's University
Master of Business Administration - Engineering Management
Confederation College of Applied Arts and Technology
Bachelor of Science - Mechanical Engineering
Visvesveraya Technological University
CIRO Licensed in Private Markets and Public Markets with following certifications IFIC - undefined
Investment Funds Institute of Canada
CSC (Canadian Securities Course) CPH (Conduct and Practices Handbook) DFOL (Derivatives and - undefined
Skills
- Portfolio Management Investment Planning Account Management Client Engagement Financial Services Private Equity
- Project Management Sales Reporting, Analysis and Insights Leadership
Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Personal development programsTeam Building / Company RetreatsStock Options / Equity / Profit SharingCompany CultureWork-life balanceHealthcare benefitsTimeline
Dealer Representative|CRM Head
Waverley Corporate Financial Services Inc
10.2023 - Current
Master of Management Analytics - Data Analytics for Business
Queen's University
Master of Business Administration - Engineering Management
Confederation College of Applied Arts and Technology
Bachelor of Science - Mechanical Engineering
Visvesveraya Technological University
CIRO Licensed in Private Markets and Public Markets with following certifications IFIC - undefined
Investment Funds Institute of Canada
CSC (Canadian Securities Course) CPH (Conduct and Practices Handbook) DFOL (Derivatives and - undefined
Engagement Manager
TD Wealth Management
Licensed Investment Representative
TD Direct Investing
Financial Services Representative
TD Canada Trust
Similar Profiles
MARTIN KARADZICMARTIN KARADZIC
Dealing Representative | Compliance Officer at Waverley Corporate Financial Services Ltd.Dealing Representative | Compliance Officer at Waverley Corporate Financial Services Ltd.
Davrae StokesDavrae Stokes
Senior FP&A Analyst at McKesson Corporate- Financial Solutions & ServicesSenior FP&A Analyst at McKesson Corporate- Financial Solutions & Services
Brachetta WilsonBrachetta Wilson
Business Analyst I; Quality of Business Department at Primerica Financial Services Corporate Head OfficeBusiness Analyst I; Quality of Business Department at Primerica Financial Services Corporate Head Office
Anmol FarishtaAnmol Farishta
Tutor at TutorTutor at Tutor
Jose Alfonso TaboadaJose Alfonso Taboada
Content Curator at Score Media & GamingContent Curator at Score Media & Gaming