Liam MacDermid
Georgetown,ON
Summary
Sales and Marketing professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Capable of leveraging extensive knowledge of products and services to increase business as well as providing efficient and creative solutions to customers to increase customer loyalty. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning, financial planning and borrowing needs. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
TD Canada Trust
09.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Provided thorough explanations of various mortgage products to clients, assisting them in selecting the best option for their needs.
Customer Experience Associate
TD Bank
11.2022 - 09.2023
- Developed and maintained courteous and effective working relationships with clients.
- Skilled at working independently and collaboratively in a team environment to help branch meet sales goals including making top 10 in Canada out for role in increasing business.
- Recommended complementary purchases to customers and upselling based on customer habits.
- Pursuing and generating sales leads by speaking with clients who come in the branch making marketing calls and e-mails to acquire new business for the bank.
Sales Representative
PC Financial
03.2022 - 11.2022
- Worked with sales team to collaboratively reach targets, consistently being top performer in district with most credit applications made.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Trained new employees on customer service and sales strategies.
- Used customer insights to develop innovative sales strategies to increase sales.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Operations Assistant Manager
Real Canadian Superstore
04.2018 - 03.2022
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Used knowledge of customer habits and seasonal sales data to design sales floor layouts
- Worked with with vendor sales representatives to take advantage of vendor offers to increase profit margins
- Used in-store system to locate inventory and place special orders for customers.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Worked in a team which consistently increased revenue each year and had been the most profitable store in the district during tenure
- Managed day-to-day department operations with effective workflow coordination.
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Debt management
- Stock market understanding
- Mutual funds
- Loan Origination
- Document Review
Certification
- CSC Licensed Investment Consultant - September 2023 - Present
Timeline
Financial Advisor
TD Canada Trust
09.2023 - Current
Customer Experience Associate
TD Bank
11.2022 - 09.2023
Sales Representative
PC Financial
03.2022 - 11.2022
Operations Assistant Manager
Real Canadian Superstore
04.2018 - 03.2022
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