Vira Vorobiova
Mississauga,ON
Summary
Results-driven professional with 6+ years in finance, including 2+ years in personal banking and investment advisory. Proven success in building client relationships, delivering tailored financial solutions, and driving business growth. Expertise in mortgage advising, investment consulting, and cross-selling. Strong communicator, skilled in financial planning, transaction processing, and operational efficiency.
Overview
6
6
years of professional experience
Work History
Personal Banker
TD Canada Trust
12.2024 - Current
- Successfully advised clients on mortgages, investments, and HELOC, helping them secure optimal financing options for their real estate purchases and refinances.
- Developed strong, long-term relationships with clients, resulting in increased customer retention and satisfaction.
- Streamlined the mortgage process by collaborating effectively with underwriters to expedite approvals, resulting in quicker loan turnarounds and improved client experience.
- Proactively identified new business opportunities, contributing to branch revenue growth and exceeding sales targets.
Investment Consultant
TD Investment Services Inc.
02.2024 - Current
- Built a robust book of business by onboarding new clients and advising them on mutual funds and investment strategies that aligned with their long-term financial goals.
- Drove investment sales by recommending tailored mutual fund portfolios, resulting in enhanced customer portfolios and higher client retention rates.
- Delivered detailed performance reports, allowing clients to track their investments and make informed decisions that boosted their financial growth.
Personal Banking Advisor
TD Canada Trust
09.2023 - 12.2024
- Led the management of over 200 client accounts, providing tailored advice that increased product adoption by 30% and significantly improved overall client satisfaction.
- Identified and capitalized on cross-sell opportunities, successfully referring clients to TD Wealth Partners for additional services, expanding the scope of customer relationships and growing branch revenue.
- Enhanced client engagement by promoting digital banking solutions, leading to a 20% increase in online banking adoption within the branch.
- Played a key role in achieving branch business objectives through effective customer interactions and sales strategies.
Customer Experience Associate
TD Canada Trust
02.2023 - 09.2023
- Processed over 1,000 financial transactions with accuracy, ensuring compliance with industry regulations and TD’s Code of Conduct.
- Enhanced customer satisfaction by identifying tailored banking solutions, resulting in a 15% increase in sales.
- Contributed to business growth by actively promoting banking products, exceeding personal performance goals and improving customer experience scores.
Coordinator
KPMG Ukraine
03.2021 - 10.2022
- Managed a portfolio of 20 high-profile international clients, providing expert guidance and increasing overall client satisfaction by 25%.
- Streamlined service delivery processes, improving response time and ensuring timely resolution of client inquiries.
- Developed and presented comprehensive proposals that contributed to a 15% increase in business expansion opportunities.
- Successfully identified and nurtured new client needs, fostering long-term relationships that resulted in recurring business.
Auditor 1
KPMG Ukraine
09.2020 - 02.2021
- Conducted thorough assessments of client financial data, ensuring 100% compliance with accounting and legal standards.
- Identified key discrepancies and recommended corrective actions, leading to improved internal controls and accounting procedures.
- Led general ledger reconciliations, ensuring accurate reporting and timely financial statement submissions.
Junior Auditor
KPMG Ukraine
02.2019 - 08.2020
- Supported senior auditors in reviewing financial documentation, contributing to the successful completion of audits for multiple clients within tight deadlines.
- Enhanced data analysis processes using advanced Excel tools (pivot tables, charts), improving audit efficiency and accuracy.
- Identified and resolved discrepancies, ensuring that financial reports met industry standards and regulatory requirements.
Education
Canadian Securities Course -
Canadian Securities Institute
Toronto, Canada10-2023
MA - Management and Administration
Lviv National University
Lviv, Ukraine01.2022
BA - Finance, Banking, and Insurance
Lviv National University
Lviv, Ukraine01.2020
Accounting and Business - Financial Accounting
International Accounting Standards Board (IASB)
Skills
- Client Relationship Management
- Mortgage and loan advising
- Investment and mutual fund advisory
- Financial planning and budgeting
- Sales and Business Development
- Cross-selling and referral strategies
- Digital Banking Solutions
- Financial transaction processing
- Client Needs Analysis
- Problem Solving and Issue Resolution
- Data analysis and Excel skills
- Time Management and Multitasking
- Power BI (data visualization), MS Office
- Languages: English, Ukrainian, Russian, and French (beginner)
Accomplishments
- In the last quarter alone, successfully closed over $3 million in mortgages
- Consistently exceeded referral goals, referring $1 million to private banking against a target of $300K
- Successfully generated $400K in mutual fund sales
- A proven track record of consistently meeting and exceeding sales quotas, delivering impactful results, and contributing to overall branch success
Timeline
Personal Banker
TD Canada Trust
12.2024 - Current
Investment Consultant
TD Investment Services Inc.
02.2024 - Current
Personal Banking Advisor
TD Canada Trust
09.2023 - 12.2024
Customer Experience Associate
TD Canada Trust
02.2023 - 09.2023
Coordinator
KPMG Ukraine
03.2021 - 10.2022
Auditor 1
KPMG Ukraine
09.2020 - 02.2021
Junior Auditor
KPMG Ukraine
02.2019 - 08.2020
Canadian Securities Course -
Canadian Securities Institute
MA - Management and Administration
Lviv National University
BA - Finance, Banking, and Insurance
Lviv National University
Accounting and Business - Financial Accounting
International Accounting Standards Board (IASB)
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Harsimran HansHarsimran Hans
Manager, Customer Experience Associate at TD Canada TrustManager, Customer Experience Associate at TD Canada Trust
Eniola AdelekeEniola Adeleke
Volunteer at Christie Ossington Neighbourhood CentreVolunteer at Christie Ossington Neighbourhood Centre