Experience

Accord Financial Corp.

• Canada
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Jun 2023 - Present



Connor, Clark & Lunn Private Capital Ltd. (CC&L)

• Canada
• Investment Management
• 100 - 200 Employee

• Private Client Service Associate

  • Mar 2021 - May 2023

  I aim to provide exemplary client service, supporting a Senior Vice President in introducing affluent Canadians and their families as well as foundations and other not for profit organizations, to CC&L Private Capital's discretionary wealth management services. Using exceptional communication and problem-solving skills, I build and galvanize client relationships, lead the client onboarding process while establishing the foundation for a positive service experience, and respond to clients' question using my market and product knowledge. CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's leading investment management firms. Show less



CBI Health

• Canada
• Hospitals and Health Care
• 700 & Above Employee

• Senior Business Support

  • Oct 2018 - Feb 2021

  Communicate with funders and referral sources to ensure clients are directed to appropriate care and services. Maintain knowledge of privacy, confidentiality and code of conduct policies. Maintain comprehensive knowledge of all service streams and related scheduling, billing and available funding option to assist clients in navigating the administrative elements of their care. Compile and report on financial standings of the clinic including accounts payable, receivable and payroll. Oversee front-end operations of the clinic. Hiring and training of clinical staff. Supply management for clinical equipment. Show less



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Private Banking Sales Support Officer

  • Nov 2017 - Oct 2018

  Develop and maintain thorough knowledge and understanding of the Bank’s retail and commercial products and services in order to meet client’s on going needs.Provide a high degree of service and support combined with innovative approaches in resolving Private Banking client, Sales Officers, Centre or service issues while maintaining an overall low risk profile for the bank.Assist sales team in closing their sales by preparing documentation packages and performing accurate, complete and timely product setups for commercial and retail products including retail credit product set-ups in the Term Lending System and Investment Platform.Acknowledge and resolve all client inquiries, complaints and concerns as set by the Bank's Complaints Resolution Standards and Procedures. Show less

• Income Analyst

  • Jun 2017 - Nov 2017

  Perform all verification activities related to approved automotive loansEnsure sound and timely income decisions while conforming to bank policies and proceduresIdentify, assess and escalate potential fraud situationResolve discrepancies with automotive dealers and potential applicants



Loblaw Companies Limited

• Canada
• Retail
• 700 & Above Employee

• Assistant Manager

  • Jul 2013 - Jun 2017

  Labour Management Inventory Control Product Purchasing Visual Marketing Budget Planning Labour Management Inventory Control Product Purchasing Visual Marketing Budget Planning



Walmart Canada

• Canada
• Retail
• 700 & Above Employee

• Customer Service Representative

  • Apr 2011 - Oct 2012