David Godin Email & Phone Number

Markham, Ontario, Canada

Achieved TD All Stars 2020 award for being within the top 8% of performers throughout the company.Acquired over 175% to target statistics within first quarter and over 150% to target statistics within first year, despite working remotely during CoVID-19 lockdown, with sales over 280% to target and average handle time of all calls within 80% of budget.Demonstrated excellence in all performance metrics and received praise from management as well as an exceptional rating every quarter.Headed initiatives within the iD8 program as a K4 contributor to effectively enhance operations efficiency and profitability within the company location. Ideas included adding variable charges for monthly payments based on credit card, changing definitions on public quotation system to avoid legal issues, giving agents the ability to manually override specific error codes to streamline processes, and identifying erroneous policies issued to deceased persons.Presented with numerous awards on TD Appreciate platform for consistently employing exemplary customer service skillsets and receiving outstanding client feedback, including the Legendary Experience Cash Cab contest.Selected for further development via joint licensing program with the province of Quebec.

National Onboarding Team

Markham, Ontario, Canada

In a virtual environment engaged and developed a team of 14 through effective communication, proactive rapport-building exercises, clear expectations, providing ongoing feedback, and regularly scheduled one on one meetings.Organized and created multiple team and group wide recognition initiatives including special Halloween and Christmas themed contests.Pushed self-development via TD LevelUp and remain in top 100 users enterprise-wide, remain in top pinnacle (K4) of iD8 via personal submissions, completed and continue to progress through CIP courses, and continuously remain in top percentage of managers for calls listened on MAP system on a monthly basis.Created centralized database and new presentation deck for introductions to TD benefits for fellow employees, joined and volunteered for extra projects with both the Pulse and Colleague Engagement Committees, and created a template for monthly department-wide reports on top performers.Won F21Q4 Spotlight award for effort and recognition as a new manager, focused on exceeding expectations and targets, and developing our colleagues through targeted sessions and continuous participation in support chats designed to assist newer members of TD in day to day interactions with customers.Volunteered to be a mentor for Women in Leadership Lean-In committee and help future leaders develop skills for both presentation and discussion.

Markham, Ontario, Canada

In a virtual environment, oversaw 5 separate classes of Newly Hired Employees, gaining leadership experience for personal development while also developing colleagues.Executed 10 call listening evaluations weekly on average, one on one non-directive coaching sessions, and daily presentations on how to effectively perform as an Insurance Advisor.Innovated a new intra-team contest surrounding AskSage, a knowledge database with the purpose of increasing team engagement in a virtual environment as well as encouraging agent development. This recognition program was so effective, David's team comprised 12 of the 15 winners of the company-wide AskSage contest in May.Organized free pizza delivery and other personal rewards to the new agents best able to utilize AskSage to develop colleagues' ability to use resources and gain a deeper understanding of underwriting rules and protocols.

Toronto, Ontario

Oversaw sector operations and composed quarterly analytical reports to institutional shareholder and corporate clients. This entailed gathering empirical data from shareholders of key equities as determined by client request, and utilizing VBA tables in Excel to graph and present monthly or quarterly PowerPoint findings of proprietary data.Conceptualised and implemented processes and controls of data from the SQL and source system which involved performing in-depth data transformation and analysis.Ensured that account data underwent qualitative and quantitative quality control and offered account support when necessary. Performed job functions spanning utilisation of Bloomberg terminal and Thompson data to update and modernise internal databases and performance of third party verification with regards to equity issues, share ownership, analytics of market movements, contact information, etc.Liaised with Analysts, CEOs, CFOs, and Portfolio Managers to validate the reporting on all assigned companies and ensure accuracy of shareholder reports.Collaborated cross-functionally on initiatives and projects within the organization that supported new systems operations such as the implementation of new controls, reporting, and testing to ensure accuracy and operational efficacy.

Mississauga, Ontario, Canada

Executed and organized various client projects within strict timeframes to effectively meet and exceed weekly and monthly goals.Monitored and evaluated pricing of services, and profit/expense records for the department.Facilitated development of business initiatives and projects, influenced implementation of new controls and reporting and forecasted earnings and losses utilising quantitative and qualitative analysis for the company to effectively manage and invest resources. Using data from weekly call volumes, sales per region, and profit margin analysis, presented to management more efficient work processes to increase bottom line revenue. Demonstrated versatility by temporarily assisting the accounting department when necessary and performed accounts payable and receivable administrative work while simultaneously training a full time accountant.

North York, Ontario

Chaired development of financial operations of clientele and tailored service and product suggestions to meet unique client needs, including but not limited to segregated funds, mutual funds, life insurance, accident and sickness insurance, and disability insurance.Constructed detailed plans for elements such as retirement and estate planning, financial legalities and taxation.Built and strengthened rapport with clientele, enhanced new client acquisition rated and attained continuing education credits throughout tenure.Established meetings with prospective clientele identified all client needs and demonstrated in-depth product and service knowledge by creating tailored plans to effectively serve each client.

Richmond Hill, Ontario, Canada

Contacted potential litigants to arrange settlement of accounts and sought amicable negotiation.Validated and verified contracts and presented evidence to the client in succinct and timely reports.Executed job functions which included verifying accounts of varying ranges and sizes, preparing cases for subpoena, personal service operations, asset lien operations, credit report analysis, and completing trace reports.

Newmarket, Ontario, Canada

Recognised as a top performer for two consecutive months within a department of approximately 200 agents, consistently attaining 163% of revenue generation of the average agent.Assigned repossession requests and assessed when and what kind of legal action was appropriate for each situation.Enhanced customer payment rates through analyzing and effectively identifying accounts which had been neglected and composed targeted efforts to address them.Served as member of collection staff department that received an average of 120-160 calls per day.

Toronto, Ontario, Canada

Managed staff of 11, taking a leadership role by demonstrating selling, customer service and merchandising skills. Created a very positive working environment for all store associates by acting as a mediator, valuing and encouraging diversity, mutual respect, and teamwork. Achieved company goals by managing merchandise replenishment, markdown execution, special events, sales generation and effective visual presentation.

Canadian Securities Course, Investments And Securities

Honours Bachelor Of Arts, English Language And Literature, General

Ontario Secondary School Diploma, General

Activities and Societies: Ski Team, Archery Team, Anime Club Completed St. Michael's "M" award upon graduation.