Jill Graham

Investment Specialist at TD

Calgary, Alberta, Canada

About

I completed my B.Com. in International Business at the University of Calgary and I am currently working at TD Canada Trust as an Investment Specialist at the Willow Park Branch. Specialties: Event Planning, Leadership, Organization, Team-Work, Time Management

Experience

  • TD (12 yrs 3 mos)
    • Retail Investment Specialist
      Jul 2021 - Present · 5 yrs

    • Financial Advisor
      Aug 2018 - Jul 2021 · 3 yrs

      Understand customers' banking needs and provide appropriate financial solutions Developing and deepening new and existing customer relationships

    • Manager Customer Service
      Nov 2014 - Aug 2018 · 3 yrs 10 mos

      Coach to ensure customer problems are handled appropriately, and participate in the negotiation and resolution where necessary Lead, coach and model legendary service at every customer interaction Ensure employee scheduling is optimal to meet customer demands and ensure compliance Lead and coach the team on advice giving strategies to improve the overall customer experience Develop and manage the service team by recruiting, training, coaching and recognizing employees Meet or exceed branch business objectives by executing branch business plan

  • Campaign Associate at United Way of Calgary and Area
    Aug 2019 - Dec 2019 · 5 mos

    Seconded from TD, I have the opportunity to work for a four month period with United Way. Under the management and guidance of a professional fundraiser, I play a crucial role in supporting and inspiring employees in the Financial, Law and Energy sectors to donate their time, talent and treasure in collaboration with over 90 agencies and more than 50 initiatives in Calgary & Area to overcome poverty, set kids up for success, and build strong communities. We can do this together by encouraging those in our community to Do Local Good and learn more about the #UNIGNORABLE issues in our own city. I also had the opportunity to develop valuable skills, such as public speaking, time management, project management, customer relations and teamwork.

  • Residence Life Coordinator at University of Calgary Residence Services
    Jul 2013 - Apr 2014 · 10 mos

    Supervised a residence hall of 400 students and a team of 10 Community Advisors Conducted evaluation, facilitated staff training sessions and fostered a healthy team environment Participated in an on-call duty schedule as a crisis responder for 11 residence halls Contributed to the creation of an academic, service, and community focused environment that supports student success

  • Administrative Assistant to Randy Maus and Lakshmi Sangaranarayanan at University of Calgary Residence Services
    Jan 2011 - May 2013 · 2 yrs 5 mos

    Research different institutions for both protocols and marketing aspects Schedule front desk staff shifts and training Filing and organizational tasks Creation of Standard Operating Procedures Track inventory and purchase/ordering supplies Perform tours for prospective students Recruitment, interviewing and hiring both professional and student staff Assist with the OneCard Create bi-weekly and weekly e-newsletters for the department and students living in Residence Pulling reports Facilitate judicial appeals and hearings from students

  • Guest Services at Strathmore Golf Course
    Apr 2009 - Aug 2011 · 2 yrs 5 mos

    Assist clientele with any information needed Wait on tables Serve those on the course via the beverage cart