Chase L.

Manager, Operations

478 followers

Canada

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Timeline
About me
Personal Banker at TD Canada Trust | Real Estate Secured Lending, Investments
Education
- Langara College
  2018 - 2020
  Bachelor of Business Administration - BBA Business Administration and Management, General
- Langara College
  2015 - 2017
  Diploma: Business Management
Experience
- Wun2Free Entertainment
  Mar 2012 - Feb 2017
  Manager, Operations
  Operations management
- Journeys
  Dec 2013 - Feb 2015
  Retail Associate
  Sales
- Shoppers Drug Mart
  Feb 2015 - Mar 2017
  Supervisor
  Maintain inventory controlMerchandise sales
- TD
  Mar 2017 - now
  Real Estate Secured Lending Investments Complex financial advice Team development Compliance controlDevelop and maintain client relationship Team leadershipMaintain branch operationsDeliver tailored financial advice Day-to-day bankingDeliver positive client experience
  - Personal Banker
    Mar 2023 - now
  - Manager of Customer Experience
    Nov 2020 - Mar 2023
  - Lead Customer Experience Associate
    May 2019 - Nov 2020
  - Customer Service Representative
    Mar 2017 - May 2019
Licenses & Certifications
- Branch Compliance Officer
  Canadian Securities Institute
  Sept 2025
  View certificate
- Customer Success Manager Certified Professional
  Gainsight
  Mar 2025
  View certificate
- Personal Financial Services Advice (PFSA)
  Canadian Securities Institute
  Sept 2023
- Investment Funds in Canada (IFC)
  Canadian Securities Institute
  Jan 2023
  View certificate
- Emergency First Aid Level C CPR/AED
  St. John Ambulance Canada | Ambulance Saint-Jean
  Mar 2025
Honors & Awards
- Awarded to Chase L.
  TD Regional Legends Award F’2022 TD Canada Trust Nov 2022
- Awarded to Chase L.
  TD Quarterly Spotlight Excellence Program Recipient Award Q3 F’2022 TD Canada Trust Sep 2022 Advice Scorecard Winner
- Awarded to Chase L.
  TD Quarterly Spotlight Excellence Program Recipient Award Q2 F’2022 TD Canada Trust May 2022 Advice Scorecard Winner
- Awarded to Chase L.
  TD Quarterly Spotlight Excellence Program Recipient Award Q1 F’2022 TD Canada Trust Mar 2022 Advice Scorecard Winner
- Awarded to Chase L.
  TD Regional Legends Award F’2021 TD Canada Trust Jan 2022
- Awarded to Chase L.
  TD Quarterly Spotlight Excellence Program Recipient Award Q4 F’2021 TD Canada Trust Dec 2021 Advice Scorecard Winner
- Awarded to Chase L.
  TD Quarterly Spotlight Excellence Program Recipient Award Q3 F’2021 TD Canada Trust Aug 2021 Advice Scorecard Winner
- Awarded to Chase L.
  TD Quarterly Spotlight Excellence Program Recipient Award Q2 F’2021 TD Canada Trust May 2021 Advice Scorecard Winner
- Awarded to Chase L.
  TD Quarterly Spotlight Excellence Program Recipient Award Q1 F’2021 TD Canada Trust Jan 2021 Advice Scorecard Winner
- Awarded to Chase L.
  TD Quarterly Spotlight Excellence Program Recipient Award Q4 F’2022 TD Canada Trust Advice Scorecard Winner