Relationship Development Manager

• Oct 2022 - Present

Business Development Associate

• Mar 2021 - Oct 2022

- partner with Regional Vice Presidents and Business Development Managers to help financial advisors build and manage successful practices- specialize in helping advisors address investor needs by developing long-term partnerships, acting as a resource and idea-generator in their decision-making and business building initiatives - partner with Regional Vice Presidents and Business Development Managers to help financial advisors build and manage successful practices- specialize in helping advisors address investor needs by developing long-term partnerships, acting as a resource and idea-generator in their decision-making and business building initiatives

Business Operations and Project Coordinator

• Jan 2020 - May 2020

-impacted by COVID-19- provided day-to-day business operations and project management overflow administrative support to multiple lines of business- executive assistant support to Senior Managing Director of Central CBRE Project Management division handling scheduling, email correspondence, conducting meeting minutes- responsible for processing and monitoring AP & AR transactions, file organizations, excel reporting, client relations amongst all- administrative support in contract administration, revenue forecasting, transaction processing - provided support for marketing and business proposal administrative work, i.e. media for Linked In posts, RFP's, individual team member's project background and profiles for proposals- administered support for on-boarding new hires, creating "Welcome to CBRE" packages with Head of CBRE PMI, later shared nation-wide across Western, Eastern and Central regions.

Investment Consultant

• May 2018 - Jan 2020

-LEAD of Seeds of Financial Growth pilot project-LEAD of Financial Literacy pilot projectResponsible for head-spearing two pilot projects at one of the GTA's highest reputable Top 5 Banks, raising brand awareness, growing relationships with customers, advertising available financial services and tools accessible for personal financial growth. Monitored pilot project engagement, facilitated trainings and presented final results to Corporate TD. - obtained strong financial background with literacy, banking systems/tools and techniques, able to calculate and explain formulas/methods of financial techniques with clarity and ease -reached client's financial objectives and provided them with advice catered around Retirement Planning, Education Planning, and other investment profiles associated with mutual funds and guaranteed investments -completed lending products in the form of mortgages, home equity line of credits, unsecured line of credits and more to fulfill client's current and financial future needs -opened chequing and saving accounts based on client's purpose for such products and cater the kind to their lifestyle -mentored new colleagues branch procedures and compliance

Customer Service Representative

• Jul 2017 - Apr 2018

-provided legendary advice personalized to every individual's unique financial circumstance and adhering to their financial needs-performed banking necessities first time right depositing, withdrawing, credit card promotions, overdraft options and banking needs necessary for meeting daily duty objectives-secured desk operator efficiently following strict compliance regulations for opening and closing branch procedures