Jacob Sahadeo
London,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Exceptional knowledge in wealth management, RESL, and other lending products.
Overview
8
8
years of professional experience
1
1
Certification
Work History
(Blended) Professional Lending and Advice
TD Canada Trust
01.2025 - Current
- Performed inbound and outbound calls, identifying customer needs and matching them with lending solutions.
- Consistently exceeding KPI objectives in both Deepening relationships and New business With the last 2 quarters being upwards of 150%
- Self-motivated, with a strong sense of personal responsibility.
Professional Lending Advisor
TD Canada Trust
03.2022 - 01.2025
- Educated customers on loan options and requirements, helping them navigate complex application processes with ease.
- Processed and handled renewal conversations bringing in 2 million in Renewals a month
- Developed strong relationships with clients to gain rapport and taking ownership of the relationship through a managed pipeline.
- Proactively updated clients on the status of their loan applications, ensuring transparency and trust in the lending process.
Financial Advisor
Edward Jones
11.2017 - 01.2021
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. Making sure to conduct at least 3 daily appointments.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes. Making sure to conduct 25-30 daily contacts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Education
BBA - Honour's Finance And Administration
University of Western Ontario
London, ONSkills
- Wealth Management
- Customer service
- Problem-solving
- Time management
- Critical thinking
- Active listening
- Friendly, positive attitude
Accomplishments
- Did not have a single LEI detractor for 2024, and has consistently met and exceeded LEI objectives in my 3 years working for TD
- Has posted an AHT of under 375 for multiple years
Certification
-
Responsible Investment Specialist
-
Canadian Securities Course
-
Life License Qualification Program
Languages
English
Full Professional
Timeline
(Blended) Professional Lending and Advice
TD Canada Trust
01.2025 - Current
Professional Lending Advisor
TD Canada Trust
03.2022 - 01.2025
Financial Advisor
Edward Jones
11.2017 - 01.2021
BBA - Honour's Finance And Administration
University of Western Ontario
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