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Lydia Couto

Lydia Couto

Followers of Lydia Couto423 followers
location of Lydia CoutoToronto, Ontario, Canada

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  • Timeline

  • About me

    Product Owner - Retention Strategy, Real Estate Secured Lending at TD

  • Education

    • Centennial College

      2012 - 2014
      Food and Nutrition Management

    • McMaster University

      -

  • Experience

    • TD

      Dec 2012 - now

      • Provide sound advice to clients based on detailed knowledge of all TDCT retail products, comprised of day-to-day banking, credit, and investments• Proactively calling existing customers and prospects to generate additional business for the branch• Assess clients' portfolios and provide appropriate financial solutions that meet their financial goals, risk tolerance and investment horizons (licensed representative under Investment Funds Canada)• Work efficiently with partners (Wealth, Small Business) to provide proper advice and legendary experience to customers• Assist in branch management duties (i.e. opening and closing branch, cover Manager of Customer Service absences) Show less

      • Product Owner

        Aug 2022 - now

      • Senior Product Analyst

        May 2021 - Aug 2022

      • Real Estate Secured Lending Pricing Analyst

        Sept 2018 - May 2021

      • Financial Advisor

        May 2016 - Sept 2018

      • Financial Services Representative

        Jan 2015 - May 2016

      • Customer Relations Coordinator

        Jun 2014 - Jan 2015

      • Customer Service Representative

        Dec 2012 - Jun 2014

  • Licenses & Certifications

    • Investment Funds in Canada

      The Investment Funds Institute of Canada (IFIC)
      Dec 2014