Sampreet Kaur

Financial Planning Associate @TD

Calgary, AB, CA

Respond to client and FP inquiries providing options and solutions, while following policies and processes on timeConduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high riskAssist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when requiredProvide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clientsGather and analyze data to identify and solve complex problems, escalate as requiredBuild a positive experience at every interaction and look for ways to continually improve sales and serviceParticipate fully as a member of the team, support a positive and service-oriented work environment

Centennial College School of Business

Business Accounting, Accounting and Business/Management