Experience

IP Private Wealth

• Canada
• Financial Services
• 1 - 100 Employee

• Senior Client Services

  • Mar 2019 - Present

  - Provide executive support to Senior Wealth Advisor - Client onboarding and fulfillment of daily client requests - Adhere to risk management and compliance policies, ensuring accuracy and completeness - Coordinate, prepare, edit, and proofread documents such as correspondence, presentations, and reports using various software - Proactive and independent management of advisor’s calendar and contact database in order to maximize best use of time - Coordinate meetings, conference calls, video conferences, live meetings, and organize required materials. - Develop innovative programs to improve efficiencies and visual effect of output materials - Produce high-quality financial planning reports for both prospective and existing clients - Technological streamlining of branch functions such as fee analysis and historical reviews Show less



CIBC

• Canada
• Banking
• 700 & Above Employee

• Mobile Investment Consultant

  • Mar 2015 - Dec 2018

  Worked with new and existing clients to bring new investment business to the bankCompleted thorough analyses of clients’ existing investment portfoliosOffered comprehensive investment plans, retirement plans and retirement income projectionsPartnered with other job families to facilitate referrals and work as a team in the best interest of the client

• Financial Service Advisor

  • Mar 2011 - Mar 2015

  Sales and service of banking solutions including investment and credit products, Outbound calling for the purpose of deepening client relationships and building the business, Worked closely with clients to plan and build their financial portfolios, along with specialized partners

• Branch Ambassador

  • Dec 2009 - Mar 2011

  Front office administration and branch management, Agenda management for all branch staff and client appointment booking, Client concern resolution and escalation, Event planning and execution

• Customer Service Representative

  • Dec 2008 - Dec 2009

  Impeccable customer service and problem solving, Highly accurate financial transactions, Recognition and referral of sales opportunities