See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Melanie Jolly profile image

Melanie Jolly

Financial Advisor Investment and Retirement Planning at Scotiabank
Intro Book
Financial professional with leadership and marketing expertise.
  • Claim this Profile
Location
Abbotsford, British Columbia, Canada, CA
Languages
  • French Native or bilingual proficiency
  • English Native or bilingual proficiency
Skills
  • Leadership
  • Social Media
  • Marketing
  • English
  • General Insurance
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Melanie Jolly is a seasoned financial professional with 8+ years of experience in banking and insurance, offering expertise in leadership, marketing, and financial planning. She holds various certifications, including Branch Compliance Officer's Course and Financial and Retirement Advisor.

Credentials

  • Branch Compliance Officer's Course (BCO)
    Canadian Securities Institute
    Nov, 2022
    - Apr, 2026
  • Lending Qualified Employee
    BMO Financial Group
    Jun, 2022
    - Apr, 2026
  • Financial and Retirement Advisor
    The Canadian Institute of Financial Planning
    Feb, 2021
    - Apr, 2026
  • Mutual fund
    MFDA
    Aug, 2018
    - Apr, 2026
  • HLLQP
    Financial Services Commission of Ontario (FSCO)
    Apr, 2017
    - Apr, 2026
  • OTL License
    Financial Services Commission of Ontario (FSCO)
    Mar, 2016
    - Apr, 2026

Experience

  • Scotiabank
    • Abbotsford, British Columbia, Canada
    • Financial Advisor Investment and Retirement Planning
      • Nov 2023 - Present
      • Abbotsford, British Columbia, Canada

  • District of Kent
    • Recreation and Culture Instructor
      • Apr 2023 - Present

      -Plan and carry out recreational, athletic, fitness and sports activities-Help to co-ordinate special events with the community-Prepare reports-Monitor recreational, sports or fitness activities to make sure they are safe, and provide basic emergency or first aid assistance when needed

  • BMO Financial Group
    • Chilliwack, British Columbia, Canada
    • Personal Banker
      • Jan 2022 - Nov 2023
      • Chilliwack, British Columbia, Canada

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Senior Financial Advisor
      • May 2021 - Jan 2022

    • Financial Advisor
      • Apr 2018 - Jan 2022

  • Donna Watt State Farm
    • Deep River
    • Agent Team Member
      • Apr 2016 - Apr 2018
      • Deep River

  • Moncton Military Family Resource Center
    • Moncton New Brunswick
    • Treasurer
      • Sep 2011 - Apr 2014
      • Moncton New Brunswick

  • National Bank of Canada
    • Canada
    • Banking
    • 700 & Above Employee
    • Customer Service Representative
      • Oct 2005 - Jul 2011

    • Administrative Assistant
      • Jan 2009 - Jul 2009

Education

  • 2013 -
    Algonquin College of Applied Arts and Technology
    in progress, Business and Personal/Financial Services Marketing Operations

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles