Investment Specialist at Scotia Global Wealth Management

• Aug 2023 - Present

As an Investment Specialist and at Scotia Bank Mobile Advice, I am dedicated to providing Personalized financial solutions to help clients achieve their investment goals. With a strong foundation in market research and analysis, I leverage my expertise to develop tailored investment strategies and guide clients towards optimal investment opportunities. * Leverage a robust network of influential individuals to identify and capitalize on investment opportunities, delivering measurable positive impact on bottom-line results. * Cultivate brand recognition in local communities through strategic marketing initiatives and targeted outreach efforts, successfully enhancing Scotia Bank's visibility and presence. Show less

Investment Consultant

• Aug 2018 - Nov 2022

Delivered personalised financial planning advice and solutions, leveraging CIBC's extensive range of investments and portfolio solutions to meet clients' needs.• Expanded CIBC's client base and assets by proactively acquiring and consolidating existing and new-to-CIBC clients.• Leveraged a center of influence network to identify and seize opportunities, resulting in tangible bottom-line results.• Established brand awareness within local communities by initiating targeted marketing and outreach activities, effectively increasing CIBC's presence and visibility. Show less

Financial Services Representative

• Nov 2017 - Jul 2018

• Enhanced clients' financial portfolios and helped them achieve their current and future financial objectives by leveraging CIBC's full range of products and services. • Proactively identified, understood, and addressed clients' specific goals, requests, and concerns, delivering tailored financial solutions and products that met their needs.• Consistently provided high-quality financial advice to clients, tailoring recommendations to their unique needs and lifestyles.• Surpassed sales and productivity targets, consistently meeting and exceeding established performancebenchmarks. Show less

Personal Banker

• Feb 2014 - Nov 2017

• Demonstrated a comprehensive understanding of CIBC's Risk and Regulatory policies and procedures, ensuring adherence to compliance standards.• Successfully facilitated personal lending and investment transactions, delivering tailored solutions to clients’ financial needs.• Delivered exceptional service to clients by promptly responding to their requests and proactively identifying their needs through interactive meetings utilising Financial Health Check Assessments. Conducted comprehensive assessments, including credit planning, cash flow analysis, retirement planning, net worth evaluation, and investment selection.• Surpassed sales and productivity targets, consistently meeting and exceeding established performance benchmarks. Show less

Team Lead

• Jun 2013 - Oct 2013

• Led a small team of 6 sales associates as part of Dynamic Edge Marketing, a contractor of Bell Canada, specializing in residential services, including home phone, Internet, and television. • Provided comprehensive support to the sales team, assisting in creating persuasive proposals and effectively closing contracts to drive revenue growth. • Achieved an average of 300 successful sales calls per quarter, consistently meeting or exceeding targets. • Developed and implemented training programs for the sales team, ensuring that all incoming members were equipped with the necessary knowledge and skills to excel in their roles. • Kept abreast of current sales and promotions, staying informed about new pricing structures and campaign policies to communicate and capitalize on market opportunities effectively. Show less

Sales Coordinator

• Sep 2012 - May 2013

Sales Representative

• Jan 2012 - Aug 2012