Sam Makdessian, CFA®, CFP®

Experience

• 

  Canadian Tire Pickering

  Jan 2004 - Feb 2012

  Senior Sales Associate

  Assist customers in daily sales activities, improve the company image, and increase customer satisfaction through great customer service and aiding with home related issues.Work in a team environment; managing co-workers; training new employees; resolving customer issuesOutstanding communication with management during conflict resolution and internal debate

• 

  V&F Makdessian Realty Inc

  Jan 2008 - Feb 2010

  Assistant

  Assisted in the setup and financing of their real estate asset including mortgage analysis, payment scheduling, and proper accounting setup

• 

  Sassoun Dance Ensemble

  Sept 2010 - Jun 2014

  Fundraising Associate

  Managing all fundraising programsResponsible for the marketing and communications of the group's activitiesTreasurer of the sub-committee

• 

  BMInnovators

  Jan 2011 - Mar 2013

  Financial Analyst

  - Advised in the creation of pro-forma financial statements- Analyzed of company financials and operations

• 

  TD Canada Trust

  Feb 2012 - Feb 2013

  Customer Service Representative

  - Assisting Customers with Daily banking needs- Analyzing account information to best suit client requirements- Advise customers on appropriate activities to benefit them the most

• 

  TD

  Feb 2013 - now

  As the Manager of Customer Service, I would lead the face of the bank to deliver exceptional customer service every day. I managed a team of 14 Client Service Representatives to ensure they would be able to perform their duties happily and efficiently. I also ensured that the branch was audit compliant. - Assisted customers in finding solutions to complex financial solutions such as mortgage lending, mutual fund investing, small business banking needs, etc.- Helped customers generate long term financial goals and strategize to get there- Acted as a leader to manage and motivate other employees to succeed in their roles - Advising customers appropriately with future financial endeavors- Analyzing account information to best suit client practices- Sales of Td products and services

  • Associate Portfolio Manager at TD Wealth Private Investment Counsel

    Nov 2022 - now

  • Private Client Service Associate at TD Wealth Private Investment Counsel

    Nov 2017 - Oct 2022

  • Manager of Customer Service

    Mar 2016 - Nov 2017

  • Financial Advisor

    Jul 2014 - Mar 2016

  • Financial Services Representative

    Feb 2013 - Jul 2014