Jeffrey Snow
Pickering,ON
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Reliable employee seeking Higher Value Client Relationship Manager . Offering excellent communication and good judgment.
Overview
6
6
years of professional experience
Work History
Direct Investing Specialist
TD
Mississauga, Ontario
03.2021 - Current
- · Recommend related products and services to clients to provide a full-service experience and household clients across the business.
- · Support Mississauga South (10) and One TD partners with OFI Transfers, Complex Accounts, HVC Referrals, and escalations consistently achieving 75%+ engagement rate.
- · Develop colleague self-reliance and knowledge through branch visits, 1:1 session's, knowledge check ins
- · Work with wealth leaders, One TD partners, and back office to develop new business to achieve OFI and One TD.
Investment Representative
TD
Markham
10.2019 - 03.2021
- · Educated and assisted clients on how to use Webbroker, and demonstrated the benefits of how to use it
- · Led team huddles on different topics such as creating a legendary experience, first call resolution and adding value
- · Assist clients in an orderly fashion, prioritizing which tasks needed to be completed first
- · Trained and developed new investment representatives on the team, sharing best practices for the role
Peer Coach
TD Insurance
Markham
04.2019 - 10.2019
- · Coach, mentored, and developed group of new hires to be able to transition to a team after six weeks of training
- · Listen and analyze my team’s calls to advise them on how to create a legendary experience for the client
- · Lead huddles and meetings on a variety of topics related to the business and educate new hire’s on how to improve themselves
Insurance Advisor
TD Insurance
Markham
01.2017 - 04.2019
- · 2018 and 2019 TDI ALL Stars winner, which is awarded yearly to the top 4% of advisors in the center.
- · Prioritize, manage own workload, and provide support to others to meet service level requirements for service and productivity
- · Chosen as a subject matter expert on customer service, to provide guidance on how to provide better services for clients
Education
No Degree - CSC, CPH, DFOL
CSI
TorontoAdvance Diploma - Business Administration Project Management
George Brown College
Toronto, Ontario12.2016
Skills
- Excellent organizational skills, able to carefully follow instructions and quickly learn new concepts
- Proficient in Microsoft Word, PowerPoint, Excel, ISM, and Webbroker
Affiliations
TD - People With Disabilities Committee
Timeline
Direct Investing Specialist
TD
03.2021 - Current
Investment Representative
TD
10.2019 - 03.2021
Peer Coach
TD Insurance
04.2019 - 10.2019
Insurance Advisor
TD Insurance
01.2017 - 04.2019
No Degree - CSC, CPH, DFOL
CSI
Advance Diploma - Business Administration Project Management
George Brown College
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