Consultant, Group Retirement

• Mar 2023 - Present

Client Relationship Manager, Group Retirement Plans

• Jul 2022 - Mar 2023

Education Specialist, Group Benefits and Group Retirement Services

• Mar 2021 - Jul 2022

-I deliver education sessions / training events to members using all mediums including, e-learning and virtual facilitation. When I am not presenting, I am either developing and helping implement education strategies with larger clients (plan sponsors).Or, collaborating with colleagues and internal stakeholders to design and improve learning solutions. -I deliver education sessions / training events to members using all mediums including, e-learning and virtual facilitation. When I am not presenting, I am either developing and helping implement education strategies with larger clients (plan sponsors).Or, collaborating with colleagues and internal stakeholders to design and improve learning solutions.

Financial Services Consultant, Group Benefits and Group Retirement

• Mar 2016 - Mar 2021

-I proactively called and took calls from new clients and from my existing clients with the goal of assessing their financial needs and recommending an appropriate investment solution to meet those needs. I also contributed to my team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered.

Business Analyst-Group Retirement

• Oct 2017 - Sep 2019

-During my role as a Financial Service Consultant, due to the knowledge and experience I acquired in customer service, I had the opportunity to work as a Business Analyst around projects impacting Customer Service and Operations.-I was 1 of the 2 the lead business analysts located in Montreal. I was responsible to define/document business needs by gathering and coordinating input & direction from all applicable stakeholders. I worked very closely with IT to ensure that the business requirements were well understood and collaborated with IT for solution development. Finally, I ensured that the solutions fulfilled my business partner requirements & expectations Show less

Customer Service Representative/Training Facilitator-Group Benefits & Group Retirement

• May 2012 - Mar 2016

Training Facilitator, October 2013 to March 2016 -I was promoted to a Training Facilitator. I oriented New Hires by helping them learn their role and the organization’s culture and values. When I was not in training, I supported my Business Partner with various projects that impacted group retirement processes.Customer Service Representative,May 2012 to October 2013-I educated members on their employer’s group savings and retirement plan rules and legislatives restrictions. I encouraged members to maximize the advantages offered by their plan and to consolidate their assets with SLF. I also processed transactions such as withdrawals and investment changes and reviewed complex transactions entered by peers. Show less