Temitola Ishola
Ottawa
Summary
Accomplished Resource Officer with a proven track record at TD Waterhouse. Proven ability to leverage analytical thinking and financial statement analysis to optimize client investments and drive satisfaction. Expertise in regulatory requirements and financial statement analysis and delivering high-quality client service while maintaining confidentiality. Detail-oriented, highly organized team player with the ability to handle multiple projects simultaneously with precision and accuracy.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Resource Officer
TD Direct Investing
02.2025 - Current
- Proactively reached out to clients through outbound calls, providing support, education, and guidance on investment products and services and assisted with account management
- Addressed complex client complaints, inquiries, and concerns that cannot be resolved by the initial point of contact.
- Ensured operational excellence by managing risk, compliance, and workflow efficiency
- Oversaw daily processes, identified opportunities for improvement, and ensured adherence to regulatory standards.
- Ensured all FATCA documents were accurately completed
- Closed over 30 pending cases a day
Licensed Investment Representative
TD Waterhouse
12.2022 - 02.2025
- Provided customers with the best solutions and offered advanced guidance and expertise on how TD's digital assets can help them meet their financial needs now and in the future
- Reviewed, validated and processed W-8; W-9 and CRS tax forms for FATCA regulations
- Managed approximately 30 incoming calls and emails per day from customers
- Assisted with managing over $10 million in assets and highly confidential information for high-net clientele
- Delivered outstanding service and sales support with moderately complex transactions related to financial products and services to provide complete and correct solutions the first time
- Played a key role in addressing concerns and providing subject matter guidance to customers and/or partners and was accountable for problem solving and/or raising matters with the appropriate people
- Gathered and analyzed data to identify and help solve complex problems
Customer Service Representative
TD Bank, MBNA
10.2020 - 12.2022
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company
- Responded to customer requests for products, services, and company information
- Identified cross-sell opportunities and acquired over $1 million in new business sales in less than a year
Customer Service Representative
PC Financial
01.2020 - 07.2020
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business
- Completed appropriate documentation for each transaction and wrapped up calls by inputting data for call history, sending messages to relevant third parties (e.g., business partners) when required, and initiating necessary customer fulfillment
- Provided customers with advice on transactions, activities, and product features
Education
Bachelor of Commerce - Finance
University of Ottawa
Ottawa, ON01.2019
Skills
- Mutual funds
- Fundamental Analysis
- Financial statement analysis
- Regulatory Requirements Adherence
- MS Excel
- System Validation
- Bloomberg
- Options
- FATCA
- Integrated Desktop
- Client Confidentiality
- Critical Thinking
Certification
- Licensed Investment Specialist - Canadian Securities Course 1 & 2
- Licensed Investment Specialist - Conduct and Practice Handbook
- Licensed Investment Specialist - Derivative Fundamentals & Options Licensing Course
Languages
English
Timeline
Resource Officer
TD Direct Investing
02.2025 - Current
Licensed Investment Representative
TD Waterhouse
12.2022 - 02.2025
Customer Service Representative
TD Bank, MBNA
10.2020 - 12.2022
Customer Service Representative
PC Financial
01.2020 - 07.2020
- Licensed Investment Specialist - Canadian Securities Course 1 & 2
- Licensed Investment Specialist - Conduct and Practice Handbook
- Licensed Investment Specialist - Derivative Fundamentals & Options Licensing Course
Bachelor of Commerce - Finance
University of Ottawa
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