Experience

B2B Bank

• Canada
• Banking
• 200 - 300 Employee

• Intermediate Process Analyst

  • May 2012 - Present

  Manage internal and external forms, letters, operational documents and applications for financial advisors, dealers, financial institutions and clients to conduct business with B2B Bank and B2B Bank Dealer Services. Work with marketing communications, and compliance to ensure all material meets the bank and investment regulator standards such as OSFI (Office of the Superintendent of Financial Institutions, MFDA (Mutual Fund Dealer Association of Canada), IIROC (Investment Industry Regulatory Organization of Canada), and AMF (Autorité des marches financiers). Produce accurate content catalogues and document library on the share point and the company intranet. Write accurate and clear operational and system procedures. Analyze current methods to create and implement streamlined process. Lean 5S Champion Show less



Mackenzie Investments

• Canada
• Investment Management
• 700 & Above Employee

• Assistant Product Manager

  • Apr 2003 - Apr 2012

  Marketing and product management of MRS Trust deposit and lending products. Responsibilities include: Create tools and manage content on MRS' secure, public and internal websites, including the implementation of a new online loan application and underwriting system.Create and execute communication plans for product launches, interest rate promotions and generate client feedback.Manage product statements including developing a consolidated HYP account statement, update loan statementss to reflect product updates and compliance to regulations. Consolidate loan and deposit applications and account terms to minimize paperwork to the benefit of both the client and MRS Trust.Analyze and update documents to comply with trust company regulator requirements.Representative on the Editorial Advisory Board for Same Page, the award-winning company newsletter (2004 International Association of Business Communications (IABC) Ovation award) Show less

• Marketing Representative

  • Jul 1999 - Apr 2003

  Assisted in the marketing and product managagement of MRS retail lending products and the MRS Investment AccountResponsibilites include:Develop creative marketing communications to advertise lending products, including the postcards, Advisor's Edge print ads and co-op admats with the "Think outside the RRSP" tagline.Assist in the development of product marketing material and website content by coodinating with the product manager, eMedia and Print department, and print vendor. Coordinate the production, review and mailing of the Investment Account Sell summary, including developing a project plan, manage and test programming changes, coordinate with the printing vendor and implement communication plan.Assist the Fee Committee Chairperson by writing and distributing minutes, organizing meetings, assisting in testing the system for collecting account fees, a major source of MRS revenue.Assist in the testing of the redesign of the MRS Account StatementDevelop and magage a marketing materials inventory system.Prepare monthly statistics and conduct market research.Write product articles for internal publications. Show less



Van Dongen's Landscaping and Garden Centre

• Landscape Designer

  • Apr 1998 - Sep 1999

  As a landscape designer, I designed residential landscape plans for home owners. The design process began with an on-site consultation to view the area, take measurements, discuss the client's requirements and preferences and discuss design concepts and ideas. Design ideas were developed, drawn to scale on paper and prepared a construction quote for client presentation. The design process was finished with the management and construction of the landscape plan. As the in-house designer, I also provided walk-in clients with design solutions for their garden problem spots and offered plant selection advice. Show less