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Bio

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David Baird is a seasoned financial services professional with 20+ years of experience in relationship management, wealth management, and financial advisory. He has a strong educational background in psychology and fine arts, and holds a certification in the Canadian Securities Course.

Credentials

  • CSC - Canadian Securities Course
    -

Experience

  • B2B Bank
    • 199 Bay Street Toronto ON M5L 0A3
    • Client Services Supervisor
      • Nov 2011 - Present
      • 199 Bay Street Toronto ON M5L 0A3

      Assisting and helping client service representatives with understanding issues and resolving problems.Access Line - On the phone problem solving and escalation resolution handling with the Dealer Services division of B2B Bank.

  • Mackenzie Investments
    • 180 Queen Street West Toronto ON
    • Client Service Supervisor
      • Jan 2000 - Nov 2011
      • 180 Queen Street West Toronto ON

      Client Services representative starting in January 2000. Loans and Mortgages Client Services Reprsentative with MRS Trust. Client Service Supervisor ( AccessLine) September 2005 to November 2011. Training representatives and Internet Web provider.

    • Education Coordinator
      • Sep 2000 - Jan 2001
      • Toronto, Canada Area

      I worked in the Education Department of The Investment Funds Institute of Canada, I provided support online and over the phone to students.

  • CIBC
    • 181 University Ave Toronto Ontario Canada
    • Client Service Representative
      • Aug 1997 - Sep 2000
      • 181 University Ave Toronto Ontario Canada

      I started as a Bank Teller and quickly move to a Client Service Role. Assisting walk-in client with purchasing GIC products and Mutual Funds.

Education

  • 1992 - 1997
    York University
  • 1991 - 1997
    York University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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