Experience

Freshii

• Canada
• Restaurants
• 500 - 600 Employee

• Senior Manager, People Culture

  • Jan 2021 - Present

• People Culture Manager

  • Dec 2019 - Jan 2021

• People Culture Specialist

  • Sep 2018 - Dec 2019

  • Responsible for enhancing and sustaining a positive employee lifecycle experience.• Recruited, on-boarded, coached and off-boarded all employees.• Administrated all HRIS platforms and systems including processing payroll (ADP/BambooHR), administering benefits plans (League), equity-based compensation (Solium Shareworks) and overseeing performance management to comply with Freshii’s standards. • Executed all Investor Relations responsibilities including Earnings Calls, press releases, Annual General Meetings and Board Meetings.• Maintained employee engagement by creating and evaluating people analytics, net promoter scores and employees’ happiness to improve the overall culture. • Organized company-wide huddles, socials and team building activities to effectively build exceptional relationships with all employees. • Leader of people culture interactions including new hire check-ins, manager on-boarding, conflict resolution meetings, career developments and terminations/layoffs. • Responsible for streamlining all policies and processes directly impacting employees including office management, cultural operating principles, summary reviews and HRIS systems. • Ensured all company policies and practices met employment standards and legislative requirements.

• Office Manager

  • May 2017 - Sep 2018

  • Implemented and maintained procedures, processes and office administrative systems.• Supported Senior Management with travel, roadshow logistics, investor conferences and franchise partner meetings.• Responsible for all travel bookings for employees and launched a full comprehensive travel management platform (Egencia).• On-boarded and off-boarded all new hires to ensure accurate compliance of all company policies and employment standards were met. • Worked directly with C-Suite as executive assistant to facilitate their day-to-day operations.• Organized and executed all social events for the office including lunch & learns, group workouts, fitness challenges, quarterly celebrations and formal semi-annual gatherings. • Sustained all office related functions in 3 locations including mail, maintenance, supplies and cleaning services.



Echelon Wealth Partners

• Canada
• Financial Services
• 100 - 200 Employee

• Investment Services Assistant

  • Jul 2015 - May 2017

  • Generated and assessed daily reports to ensure accuracy of all transactions posted to all client accounts and the availability of cash to cover any trading debits upon settlement. • Processed blotters for bulk trades allocated amongst various accounts and an in-depth review of commission reports to ensure all trades were inputted correctly. • Administered numerous non-broker private placement subscription agreements on a daily basis. Conducted extensive research on private companies to gain Compliance approval and ensure timely settlement of all deals. • Calculated various registered products inquiries such as RRSP, RESP and TFSA contribution limits to ensure clients maximized their room and complied with Canada Revenue Agency's regulations.• Prepared, mailed and tracked all new account paperwork for all clients due to the acquisition and re-branding initiatives to convert Dundee Goodman clients to Echelon Wealth Partners Inc.



Global Work and Travel Corporation

• Humanitarian Volunteer

  • Jan 2015 - Mar 2015

  - Volunteered at an orphange for children with severe disabilities abroad-Helped orphans preform daily functions such as eating, brushing teeth and preparing for bed- Assisted nuns with cooking, cleaning and laundry on a daily basis- Provided support and compassion to orphans in need



CIBC Wood Gundy

• Financial Services
• 700 & Above Employee

• Investment Advisor Assistant

  • May 2012 - Nov 2014

  • Provided administrative support to the advisory team which regularly included first point of contact with clients, meeting coordination and follow-up procedures, and organization of financial reports• Coordinated and supported the delivery and implementation of customized business solutions, new team initiatives, mass client communication and internal presentations/seminars• Upheld the highest standard of customer service by responding promptly to client inquiries and through providing solutions that left them satisfied • Constructed and analyzed client financial portfolios and organized charts, tables and graphs to track individual client's financial performance• Ability to both manage and protect very sensitive/confidential information• Co-ordinated and facilitated opportunities to generate sales by actively interacting and transferring in high net worth clients• Developed clients' net worth statement to determine how to invest matured funds by analyzing their current investment objectives and risk tolerance with their overall asset allocation in the portfolio• Managed an assortment of responsibilities some of which included new account openings, transferring in large sums of money, processing wire transfers, foreign exchange transactions and issuing cheques.• Built and maintained strong relationships with high net worth clients, management and co-workers.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Customer Service Representative

  • May 2011 - May 2012

  • Managed and counted large sums of cash and cheques on a daily basis from retail clients and small business ventures.• Issued bank drafts, money orders, foreign exchange, wire transfers, safety deposit boxes, explanation of fees and promotions.• Accurately followed all Anti Money Laundering procedures to ensure compliance with IIROC, due diligence, risk management, ensuring standards of privacy, client confidentiality and authentication.

• Branch Ambassador

  • Nov 2011 - Apr 2012

  • Scheduled all financial reviews for clients, answered telephone inquiries and provided support to the customer service representatives with any non-cash transactions.• Demonstrated extensive lobby management skills by assessing each client's need and providing the resources to meet that need.• Distributed daily interest rates, prepared client reviews by generating a product summary and net worth statement to financial service representatives looking for opportunities to sell CIBC products and services.• Exceeded weekly sales goals on a regular basis by providing quality referrals to the financial service representatives.• Responsible for helping clients with any telephone or online banking inquiries.



London Source for Sports

• Cashier/Customer Service

  • Mar 2004 - May 2011

  • Provided exceptional customer service and product knowledge in various sporting departments• Acted as Manager on Duty was responsible for opening/closing of the retail store and train new employees.



Boler Mountain

• Canada
• Recreational Facilities
• 1 - 100 Employee

• Ski Instructor

  • Jan 2004 - Mar 2007

  • Constructively taught and coached clients of all age groups how to advance their current technical capabilities skiing.