German Mendez

Private Client Service Associate TD Wealth Private Investment Counsel

Calgary, Alberta, Canada

About

As a Private Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day-to-day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism. TD Wealth Private Investment Counsel represents the products and services offered by TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank. Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer

Experience

  • TD (Calgary, Alberta, Canada)
    • Private Client Service Associate - TD Wealth Private Investment Counsel
      Jul 2025 - Present · 1 yr

    • Customer Experience Representative
      Apr 2021 - Jul 2025 · 4 yrs 4 mos

  • Customer Service Representative at Leon's Furniture
    Aug 2020 - Nov 2020 · 4 mos

    - Assisted customers after sales service. - Answered inquiries and customer's questions. - Interacted in a professional way with clients, co-workers, supervisors and manufacturers. - Arranged appointments to provide technical support to customers.

  • Store Associate at Dollarama
    Jul 2020 - Aug 2020 · 2 mos

    -Provided customer service. -Received and stocked merchandise. -Ensured store cleanliness. -Followed covid-19 protocols.

  • Drywall apprentice at Gypsum Drywall
    Apr 2016 - Dec 2019 · 3 yrs 9 mos

    -Give assistance to foremen on daily logistic duties. -Employ optimal safety practices with zero complaints, hazards, incidents or lost-time accidents. -Help on the training of new workers of different sites on specific operations and requirements for each job.

  • Site Administrative Support (Practicum) - East Calgary Health Centre at Alberta Health Services
    May 2018 - Jun 2018 · 2 mos

    • Developed and implemented 100% of full-cycle volunteer management strategies. • Successfully planned and executed corporate meetings and events such as East Calgary Community Fair (coordination of 44 stakeholders and achieved participation of more than 1000 assistants) • Improved productivity initiatives, including coordinating itinerary and scheduling appointments