Lorraine Wilson

Wealth Management Associate at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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Credentials

  • RIBO
    -
    Feb, 2016
    - Nov, 2024

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Wealth Management Associate
      • Dec 2016 - Present

  • All Trans Financial Services Credit Union Ltd.
    • Toronto, Ontario
    • Member Services Associate
      • Sep 2014 - Jan 2016

      Providing financial solutions to members, and delivering superior customer service. Providing financial solutions to members, and delivering superior customer service.

  • Assurant
    • United States
    • Insurance
    • 700 & Above Employee
    • Customer Service Representative
      • May 2014 - Aug 2014

      Retention and customer service with credit card insurance products. Retention and customer service with credit card insurance products.

  • Solera | Audatex Canada
    • Canada
    • Information Services
    • 1 - 100 Employee
    • Claims Valuation Specialist
      • 2012 - 2013

      Assisting insurance claims agents, adjusters and appraisers obtain values of vehicles to aid in settlement of claims. Assisting insurance claims agents, adjusters and appraisers obtain values of vehicles to aid in settlement of claims.

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Customer Service Specialist
      • Apr 2009 - Jul 2011

      Process more complex banking transactions, securities custodian and various administrative functions. Process more complex banking transactions, securities custodian and various administrative functions.

  • CAA South Central Ontario
    • Canada
    • Insurance
    • 500 - 600 Employee
    • Licensed Insurance Agent
      • Oct 2005 - Oct 2008

      Sales and service of home and auto insurance. Sales and service of home and auto insurance.

  • State Farm
    • United States
    • Insurance
    • 700 & Above Employee
    • Licensed Insurance Agent
      • Mar 2004 - Oct 2005

      Full service insurance representative providing auto, home, life and disability products. Full service insurance representative providing auto, home, life and disability products.

  • CIBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Personal Banking Associate
      • Jul 2003 - Mar 2004

      Interview, advise and service bank clients on credit and investment products. Interview, advise and service bank clients on credit and investment products.

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Services Representative
      • Sep 1985 - Aug 1999

      Sales and superior service of credit and investment products to clients. Sales and superior service of credit and investment products to clients.

Education

  • Loyalist College
    Diploma, Radio Broadcasting and Sales
    1999 - 2001

Community

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