Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Manager, 5 Star Investment Specialist

  • Dec 2021 - Present

• Manager, Investment Specialist

  • Jul 2018 - Dec 2021

  • Managed the complexities of business operations through recruitment, selection, and management of 15 direct reports that included Investment Specialist. • Ensured that strict IIROC guidelines were followed by all Investment Specialist to avoid non-compliant issues. • Handled Client Complaints and Escalations by developing a strategy to help clients utilize our services in a more effortless way. • Lead in establishing coaching strategies to help the team succeed in all aspects of the role.

• Assistant Manager, Investment Specialist

  • Oct 2015 - Jul 2018

  • Formulated strategic plans in building increased client loyalty and implemented procedures and growth initiative to help build individual success within the team. • Spearheaded and implemented coaching strategies to help the team succeed in all aspects on the job. • Completed all databases providing reports as stipulated by regulatory and oversight bodies • Handled complex client escalations that involved time sensitive topics by investigating and providing solutions. • Establish and communicated daily statistics to direct reports and formulating a strategy on how to improve.

• Licensed Investment Specialist

  • Sep 2014 - Oct 2015

  • Assisted with high net worth clients in their inquiries and order execution for equity, fixed income and mutual funds. • Seek and recognize new business opportunities to expand business relationships with clients • Provide clients with details on current market activity and developments, account inquiries and different investment products. • Mentored new agents, cross trained with other departments and worked on numerous projects.



Hudson's Bay Company

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Nov 2006 - Oct 2016

  • Helped and served over 100 customers per day to achieve an understanding of the nature of the business. • Introduced and marketed new credit cards to customers by informing them about the benefits and discounts available to all cardholders. • Trained over 30 employees on how to perform on the cash register and to conduct adequate customer service resulting in an increased speed and services to customers.• Maintained a sales target of $160 per hour and overachieved the sales target on most days by providing excellent customer service and insightful opinions for different customers.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Credit Analyst

  • Apr 2014 - Sep 2014

  • Adjudicated over 75+ applications with extreme accuracy and efficiency. • Worked on multiple projects within the department which excelled my learning and development• Provided excellent client experience and demonstrated exceptional use of selling techniques. • Excelled in individual performance with the highest number in efficiency and accuracy across the department • Adjudicated over 75+ applications with extreme accuracy and efficiency. • Worked on multiple projects within the department which excelled my learning and development• Provided excellent client experience and demonstrated exceptional use of selling techniques. • Excelled in individual performance with the highest number in efficiency and accuracy across the department



Staples Professional

• Canada
• Retail Office Equipment
• 500 - 600 Employee

• Customer Care Specialist

  • Sep 2012 - Apr 2014

  • Perform and assisted over 70 clients per day in a professional and courteous manner to achieve an understanding of the overall business structure. • Maintained and overachieved a sales target of $300 per day on upselling office products to our clients. • Build and maintain enduring customer relationship to boost sales and generate repeat businesses. • Perform and assisted over 70 clients per day in a professional and courteous manner to achieve an understanding of the overall business structure. • Maintained and overachieved a sales target of $300 per day on upselling office products to our clients. • Build and maintain enduring customer relationship to boost sales and generate repeat businesses.



Bosco Home Services

• Accounting Assistant

  • May 2012 - Aug 2012

  • Performed accounts payable and receivables on the ERP system to gain an understanding of the software and the business.• Applied ERP system to add invoices and calculate the prices of each invoice.• Performed data entry functions relating to payroll, invoices, receivables, and payables functions in the ERP system. • Assisted the senior accountant in performing various office duties to accomplish an overall goal. • Performed accounts payable and receivables on the ERP system to gain an understanding of the software and the business.• Applied ERP system to add invoices and calculate the prices of each invoice.• Performed data entry functions relating to payroll, invoices, receivables, and payables functions in the ERP system. • Assisted the senior accountant in performing various office duties to accomplish an overall goal.