Summary
Overview
Work History
Education
Skills
Personal Information
Interests
Timeline
Generic

AXEL PASCAUD

Personal Banker, Investment Consultant
Toronto,Ontario

Summary

Results-driven professional with an MBA in Project Management and a strong track record in sales, project management, and civic engagement. Proven ability to lead cross-functional initiatives, support eco-conscious and community-driven projects, and drive innovation through data-informed strategies. Experienced in managing project organization, optimizing internal processes, and coordinating stakeholder collaboration across public and private sectors. Demonstrated expertise in participatory democracy initiatives, sustainable development, and the implementation of local action plans aligned with global frameworks such as the Paris Agreement and Agenda 21. Adept at organizing events, creating communication materials, and delivering administrative and operational support. Two-time TD Legends Award recipient (2022, 2023), recognized for delivering exceptional results and enhancing client and colleague experiences.

Overview

8
8
years of professional experience
6
6
years of post-secondary education
3
3
Languages

Work History

Personal Banker, Investment Consultant

TD Bank
08.2024 - Current
  • Implemented goal-based financial plans for small-business and personal wealth needs through mutual fund management
  • Assess and close complex refinancing, and real estate secured lending opportunities in accordance with quantitative risk management, and stress test initiatives
  • Served as Relationship Manager for Small-Medium sized Business Banking partners
  • Funding complex credit loans, merchant solutions for point-of-sale optimization, and managed business investment plans
  • Contributed to holistic team sales success, developing and coaching sales staff on comprehensive client discovery conversations and consistent follow-up techniques/methodologies
  • Supported external TD Partners identifying and franchising high net worth clients' needs for Private Investment Counsel, Financial Planning, Private Investment Advice and TD Insurance

Personal Banking Associate

TD Canada Trust
12.2022 - 08.2024
  • Consistently demonstrated a holistic approach to evaluating client portfolios and realizing their adjacent goal-based financial objectives through elevated advice conversations
  • Uniquely identified TD Wealth Financial Planning opportunities requiring a substantially more comprehensive financial plan, leveraging tax efficient planning and allocation of assets through both registered and non-registered accounts
  • Commitment to ongoing business development in partnership with OneTD partners
  • TD Legends Award 2023 recipient

Customer Experience Associate

TD Canada Trust
12.2021 - 12.2022
  • Proactively uncover and solve customer needs through active listening and tailored solutions.
  • Process daily transactions while delivering exceptional customer service.
  • Build and nurture long-term client relationships.
  • Identify and fulfill sales opportunities to contribute to branch targets.
  • Introduce clients to digital banking tools to enhance their financial management.
  • Excel in a target-driven, team-oriented environment.
  • TD Legends Award 2022 recipient

Assistant Project Manager

City Hall Of Gradignan
09.2017 - 05.2018
  • Citizen Engagement: Raising awareness and supporting residents in participatory democracy initiatives
  • Sustainable Development: Supporting eco-friendly projects and promoting good environmental practices
  • Implementation of Agenda 21: Contributing to the development and execution of local action plans in line with the Paris Agreement and COP 21 commitments
  • Event Organization: Assisting in the planning of workshops and meetings on ecological transition and civic engagement
  • Communication: Creating awareness materials and managing local networks
  • Administrative Support: Handling files and coordinating with municipal and community stakeholders

Education

MBA - Project Management

Université Du Québec En Outaouais
Gatineau, Quebec
09.2021 - 06.2023

BBA - Business Administration

Université De Bordeaux
Bordeaux, France
09.2016 - 06.2020

Certification - Investment Funds In Canada

Canadian Securities Institute
Toronto, Ontario

Skills

Project Planning & Execution

Personal Information

  • Date of Birth: 09/12/98
  • Nationality: France

Interests

  • Problem-Solving Games (Chess, Puzzles, Strategy Board Games)
  • Team Sports (Football, Basketball, Volleyball, etc)
  • Volunteering & Community Engagement
  • Reading Business & Leadership articles
  • Traveling and exploring

Timeline

Personal Banker, Investment Consultant

TD Bank
08.2024 - Current

Personal Banking Associate

TD Canada Trust
12.2022 - 08.2024

Customer Experience Associate

TD Canada Trust
12.2021 - 12.2022

MBA - Project Management

Université Du Québec En Outaouais
09.2021 - 06.2023

Assistant Project Manager

City Hall Of Gradignan
09.2017 - 05.2018

BBA - Business Administration

Université De Bordeaux
09.2016 - 06.2020

Certification - Investment Funds In Canada

Canadian Securities Institute
AXEL PASCAUDPersonal Banker, Investment Consultant