Trade and Risk Analyst

• Nov 2020 - Present

5 Star Investment Specialist

• Dec 2019 - Nov 2020

Investment Specialist

• Nov 2017 - Dec 2019

Customer Service Representative

• Oct 2016 - Aug 2017

Trading and Client Services at Scotia iTRADE • Assuring an outstanding customer experience by providing prompt, accurate and professional responses to clients inquiries in a fast paced technology based environment and communicating advanced concepts clearly and effectively. • Liaising and collaborating with management and colleagues to identify issues/trends, recommending solutions and executing solutions effectively. • Collaborating with other departments to ensure client service needs are properly met and actively providing value-added client service, ensuring client experience meets and/or exceeds Scotia iTRADE's service standards. • Understanding client trading needs, in order to increase trading activity by identifying referral and cross-sell opportunities. • Retaining clients through innovative solutions and thorough analysis of clients accounts. Show less

Sales Associate

• Oct 2015 - Sep 2016

• Front End Sales Associate • Joint Member of the Health and Safety Committee • Inspired Seller of the Month (Nov. 2015) • Recognition for outstanding results in Staples ECP contest (Dec. 2015 & March 2016) • Front End Sales Associate • Joint Member of the Health and Safety Committee • Inspired Seller of the Month (Nov. 2015) • Recognition for outstanding results in Staples ECP contest (Dec. 2015 & March 2016)

Supervisor

• Apr 2014 - Oct 2015

• Supervised employees while providing excellent service to clients at weddings, corporate functions & events. • Supervised employees while providing excellent service to clients at weddings, corporate functions & events.

Contract Worker

• Mar 2014 - Apr 2014

• Data mining, data preparation, and document filing/organization • Data mining, data preparation, and document filing/organization

Volunteer

• Apr 2013 - Apr 2013

The Many Hands Project • Event/Production Co-ordination and Operations • Assisted with renovation of community center • Set up facilities for reopening event The Many Hands Project • Event/Production Co-ordination and Operations • Assisted with renovation of community center • Set up facilities for reopening event

Summer Contract Work

• May 2009 - Aug 2012

• Reconditioning rock bits to be shipped and delivered to oil rigs • Inventory management • Customer service and customer appreciation event planning • Reconditioning rock bits to be shipped and delivered to oil rigs • Inventory management • Customer service and customer appreciation event planning

Shipping and Receiving Coordinator

• Nov 2011 - Jan 2012

• Coordinating manufactured drum and oil barrels to respective clients • Coordinating manufactured drum and oil barrels to respective clients

Sales Representative

• Mar 2009 - Apr 2009

• Door to Door sales providing fixed gas and hydro rates to home owners for 5 year terms • Door to Door sales providing fixed gas and hydro rates to home owners for 5 year terms

Crew Trainer

• Jun 2006 - Mar 2009

• Train, manage, and coordinate a team of employees to provide great customer service while developing versatile skill sets that will benefit both the employee and the company. • Train, manage, and coordinate a team of employees to provide great customer service while developing versatile skill sets that will benefit both the employee and the company.

Sales Representative

• Sep 2008 - Nov 2008

• Helping clients dress for success • Helping clients dress for success