Alexander Butterfield

Operations Associate

Canada11 yrs 8 mos experience
Highly Stable

Key Highlights

  • Experienced in Financial Planning and Client Management.
  • Strong background in Banking and Risk Management.
  • Proven track record in delivering exceptional client experiences.
Stackforce AI infers this person is a Financial Services professional with expertise in client management and financial planning.

Contact

abutterfield@hotmail.co.ukLinkedIn

Skills

Core Skills

Financial PlanningCustomer Service

Other Skills

AMLBankingBusiness AnalysisClient InquiriesFinanceFinancial AnalysisFinancial ServicesInvestmentsLeadershipManagementMicrosoft ExcelMicrosoft OfficeMicrosoft WordPowerPointProject Planning

Experience

Td

4 roles

Manager National Sales Support

Aug 2024 – Present · 1 yr 7 mos

  • Manager, Mobile Mortgage Specialist Assistants - Metro East, National Sales Support

Team Manager: Financial Planning Delivery Excellence

Promoted

Jun 2022 – Aug 2024 · 2 yrs 2 mos

Analyst: TD Asset Management

Nov 2020 – Jun 2022 · 1 yr 7 mos

Financial Planning Associate

Nov 2018 – Nov 2020 · 2 yrs

  • As a Financial Planning Associate, I provide dedicated sales support to a team of TD Wealth Financial Planners and our clients. It is my responsibility to respond to client inquiries, in addition to proactive client contact to keep our clients informed on the status of their Financial Planning accounts. I support Financial Planners in managing their book of business through the account opening process, money movement, identification of opportunities etc. Due to the broad range of tasks on a day-to-day basis, it is critical that I remain up to date and educated on our products, processes and policies to support my Financial Planners and clients. I am committed to delivering legendary client experiences every day.
  • Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer
Client InquiriesSales SupportFinancial PlanningCustomer Service

Butterfield group

Various roles accross multiple LOB'S

Jun 2010 – Jul 2018 · 8 yrs 1 mo

Education

Canadian securities institute

Portfolio management techniques

Sep 2023 – Sep 2023

Canadian Securities Institute

WME

Jan 2019 – Jan 2019

TD bank

Lean Six Sigma Yellow Belt Certified — Process Excellence

Jan 2019 – Jan 2019

Canadian Securities Institute

Conduct and Practices Handbook Course

Jan 2018 – Jan 2018

Canadian Securities Institute

Canadian Securities Course

Jan 2018 – Jan 2018

Georgia State University

Bachelor of Business Administration (BBA)

Jan 2006 – Jan 2009

Bermuda College

Associate's degree — Business Administration

Jan 2004 – Jan 2006

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