Robert Claudiu Voina
Longueuil,QC
Summary
Mutual Fund Sales Representative at TD Bank with expertise in regulatory compliance and portfolio optimization. Skilled in developing customized investment proposals and strengthening client relationships through effective communication. Focused on delivering high-quality service while ensuring compliance with securities regulations and enhancing investment performance.
Overview
3
3
years of professional experience
Work History
Mutual Fund Sales Representative
TD Bank
Montreal, Quebec
06.2022 - Current
- Maintained updated customer account records to comply with regulatory standards.
- Collaborated across departments to enhance operational workflows.
- Prepared investment proposals aligned with customer objectives and risk tolerances.
- Organized portfolio reviews to optimize investment performance for existing clients.
- Ensured compliance with securities regulations in all investment recommendations and trade executions.
- Facilitated timely order execution through broker-dealers and intermediaries.
- Advised clients on diversification strategies across multiple asset classes.
- Responded promptly to client inquiries regarding investments and account activities.
Education
INVESTMENT FUNDS IN CANADA -
Canadian Securities Course
Montreal, QC10-2023
Skills
- Customer relationship management
- Investment proposal preparation
- Regulatory compliance
- Portfolio optimization
- Trade execution
- Risk assessment
- Problem-solving skills
- Cross-selling strategies
- Documentation practices
- Analytical thinking
- Critical thinking
- Financial products expertise
- Product and service sales
- Team collaboration
- Reliability and accountability
- Task prioritization
- Self-motivation
Languages
English
Full Professional
French
Full Professional
Romanian
Professional
References
References available upon request.
Timeline
Mutual Fund Sales Representative
TD Bank
06.2022 - Current
INVESTMENT FUNDS IN CANADA -
Canadian Securities Course
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