Experience

Dixon Mitchell Investment Counsel

• Canada
• Investment Management
• 1 - 100 Employee

• Associate

  • Sep 2022 - Present



BlueShore Financial

• Canada
• Banking
• 200 - 300 Employee

• Financial Services Associate

  • Jul 2017 - Aug 2022

  ∙ Processed withdrawals, deposits, account closings, registered transactions, and foreign currency exchanges. ∙ Issued large official cheques and foreign bank drafts. ∙ Balanced the treasury department, cash recycling units and ATM’s, all of which often exceeded amounts of $50,000. ∙ Knowledgeable in banking programs such as CRM, Temenos and ProAct CRU software. ∙ Processed contributions and withdrawals of registered TFSA and RRSP products. ∙ Managed a daily overdraft report and ordered the return of preauthorized debits and cheques which were drawn on delinquent accounts. ∙ Experience in selling Mastercard products to clients. ∙ Responded to client inquiries and sent referrals to advisors for loan and investment opportunities. ∙ Made sales tracking, cash tracking, contact tracing and scheduling sheets on Microsoft Excel for branch use. Show less