Tania Costa
About Tania Costa
Tania Costa is a Senior Client Associate at MD Financial Management, bringing over 12 years of experience in the financial industry. She is recognized for her professionalism, attention to detail, and strong interpersonal skills, which contribute to her commitment to providing exceptional customer service.
Work at MD Financial Management
Tania Costa currently serves as a Senior Client Associate at MD Financial Management, a position she has held since 2022. Prior to this role, she worked as a Responsable adjoint at the same organization starting in 2017. In her positions, she focuses on delivering exceptional customer service and building strong client relationships, leveraging her extensive experience in the financial sector.
Previous Experience in Financial Services
Before joining MD Financial Management, Tania Costa worked at TD Wealth Management as a Représentant en placement from 2013 to 2014. She also held the position of Assistante aux conseillers at Valeurs mobilières Desjardins from 2009 to 2013. These roles contributed to her comprehensive understanding of client needs and financial products.
Education and Expertise
Tania Costa studied at CSI, completing the Cours sur le commerce des valeurs mobilières du Canada, which led to her qualification as a Représentante en placement in 2012. She has also completed the Conduct and Practices Handbook (CPH), a significant qualification for financial professionals in Canada. Her educational background supports her expertise in the financial industry.
Background in Financial Industry
With over 12 years of experience in the financial industry, Tania Costa has demonstrated a long-term commitment to her career. Her roles have equipped her with a deep understanding of financial services and client management. She is recognized for her professionalism and strong interpersonal skills.
Customer Service Skills
Tania Costa is known for her attention to detail, keen listening skills, and empathy. These attributes enhance her ability to provide exceptional customer service, ensuring a unique customer experience in every interaction. Her focus on client satisfaction is a key aspect of her professional approach.