Experience

TMX Group

• Canada
• Financial Services
• 700 & Above Employee

• • Dec 2022 - Present

  • Understand the structure, business and in particular, the potential for TMX Datalinx products within the global capital markets landscape in order to identify new clients or customer segments• Research, build, and manage a sales pipeline of new and prospective customers for TMX Datalinx• Lead in the preparation and execution of pitch meetings with existing and prospective clients including customer research, customer need identification, and solution based selling• Present, promote and sell TMX Datalinx products to existing and new prospects and customers to achieve established gross sales targets• Work with Product Managers to develop, communicate and sell a full suite of TMX Datalinx products and services• Partner effectively with other TMX Datalinx Product Managers, Account Managers and TMX Markets sellers Show less

• • Feb 2022 - Dec 2022

  • Provide advice to clients, listed issuers and their advisors on TSXV listing matters. This includes providing guidance on the application and interpretation of TSXV policies and suggesting alternative structuring options• Review applications and/or proposals made by listed issuers, approve transactions and/or furtheractions where appropriate; communicate decisions to listed issuers management and/or their advisors,including auditors and legal counsel• While maintaining a pro-business and solutions oriented approach, ensure that issuers transact businesswithin the rules and policies, and continuing eligibility for listing on TSXV• Provide guidance to the public, and to listed companies and their advisors while maintain a client firstapproach. This includes conferring with partners with respect to proposals affecting Listed Issuerpolicy, providing guidance on the Exchange’s possible position of interpretation, and suggesting toissuers and their advisors on how to proceed• Carry out special assignments and/or public speaking engagements and participate in Exchangeworkshops as the need arises Show less

• • Jun 2021 - Feb 2022



TD

• Canada
• Banking
• 700 & Above Employee

• • Feb 2021 - Jun 2021

  • Engage customers in day to day advice needs, service transactions, digital education, and customerproblem resolution related to banking solutions• Understand customer needs and guide customers to the right contact person for appropriatesolutions while exercising good judgement in confidential matters• Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, andonline banking• Meet assigned goals and complete business processes and procedures in a timely and accurate manner,while analyzing large amounts of technical information, to achieve business objectives• Communicate and advise appropriate banking solutions and process information to customers clearly• Identify customers' needs and recommend banking solutions from established options to ensure apositive customer experience, while exhibiting organizational and time management abilities tocomplete multiple competing deadlines Show less

• • Jun 2019 - Feb 2021

  • Act as the primary coordinator to the branch in responding to customers' phone and face-to-face enquiries, using standard procedures and reporting non-standard activities if required• Process transactions in compliance with standardized customer service operating procedures, industry regulations and TD's Code of Conduct and Ethics to contribute in the achievement of operational excellence• Identify customers' needs and recommend banking solutions from established options to ensure a positive customer experience• Meet assigned goals and complete business processes and procedures in a timely and accurate manner to achieve business objectives• Communicate and advise appropriate banking solutions and process information to customers clearly• Help build a positive and equitable work environment by promoting team efficiency as well as participating in personal performance development and operational improvement opportunities Show less

• • Sep 2018 - Jun 2019

  • Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner• Ensure the customer area is professional and inviting in appearance• Ensure customer problems are handled appropriately, escalating issues when necessary•Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services• Contribute to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals• Understand and meet the needs of customers by providing them with advice on appropriate products and services, and/or identify sales opportunities and refer customers to appropriate team members or TD partners Show less



Longo's

• Canada
• Retail
• 700 & Above Employee

• • Feb 2018 - Aug 2018

  • Handle inbound calls and emails for customer inquiries, complaints, or requests, including processing orders placed on Grocery Gateway • Provide follow-up when needed, take and process orders, receive and respond to customer inquiries, complaints and/or requests. • Respond to and resolve problems arising in orders and/or delivery by both telephone and e-mail• Build external customer relations by ensuring that an exceptional level of service is provided to every customer, every time• Conduct outbound calls and initiate customer contact and follow up on service received • Coordinate activities with other internal departments• Resolve customer concerns and give feedback on suggestions• Support special projects as required• Monitor social media channels and engage with online communities to ensure inquiries, requests and issues raised are handled in a timely and responsive manner, while maintaining the reputation and integrity of the brand when formulating responses Show less

• • Jul 2014 - Feb 2018

  •Ensure the store exceeds the expectations of cleanliness and professionalism•Supervise front-end employees and delegate scheduled breaks and tasks•Train new and current employees on safety and updates to procedures according to instructions from head office; this includes customer interaction and system training•Resolve customer issues according to company guidelines and policies•Develop rapport with customer base by handling difficult issues with professionalism•Organize administrative tasks and ensure opening and closing procedures are followed Show less