Experience

RBC Dominion Securities
• Canada
• Investment Management
• 700 & Above Employee
• Associate Investment Advisor

  • Aug 2023 - Present

Scotiabank
• Canada
• Banking
• 700 & Above Employee
• Senior Investment & Personal Banking Specialist

  • Nov 2022 - Aug 2023

CIBC
• Canada
• Banking
• 700 & Above Employee
• Mobile Investment Specialist

  • Oct 2020 - Oct 2022


BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Senior Investing Advisor

  • Mar 2019 - Oct 2020

  ● Analyze financial information and assist with financial decisions to help clients plan for short and long term savings and investment goals.● Explain complex transaction and financial investment principles clearly.

• Investment Specialist

  • Aug 2017 - Mar 2019

  • Discover, recognize and act upon opportunities to help our clients achieve their financial goals and expand our business relationship• Advocate for our clients to ensure they get to where they need to go with as little effort as possible. This could mean; opening accounts, supporting transfers, processing trades, etc.



BMO Corporate Finance Division

• Client Service Advisor, Department of Treasury & Payment Solutions.

  • May 2015 - Sep 2016

  • Respond to inquiries about cash management products for Quebec-based corporate clients. • Support account managers with processing requests as per the clients needs • Assisting the manager with new strategies to improve team productivity • Respond to inquiries about cash management products for Quebec-based corporate clients. • Support account managers with processing requests as per the clients needs • Assisting the manager with new strategies to improve team productivity



Ecobank Transnational Incorporated

• Financial Services
• 700 & Above Employee

• Internship in domestic banking department

  • Jul 2014 - Jul 2014

  • Provide consultation services to the Information Technology leader to improve customer service procedures • Provide consultation services to the Information Technology leader to improve customer service procedures



BMO Financial Group

• Diners Club & MasterCard Corporate Client Service

  • Apr 2011 - Jan 2014

  • Manage day-to-day requests for large corporate clients • Problem solving during system-wide malfunctions or for exceptional circumstances • Provided the manager with monthly reports that were used for continued revisions of banking procedure to improve customer service. • Part of the transition team during the merge of Diners Club and MasterCard • Dedicated advisor to high revenue clients (Notable clients: Deloitte, Magna Inc, Federal government) • Manage day-to-day requests for large corporate clients • Problem solving during system-wide malfunctions or for exceptional circumstances • Provided the manager with monthly reports that were used for continued revisions of banking procedure to improve customer service. • Part of the transition team during the merge of Diners Club and MasterCard • Dedicated advisor to high revenue clients (Notable clients: Deloitte, Magna Inc, Federal government)