Experience

Goldmoney

• Canada
• Financial Services
• 1 - 100 Employee

• Risk Analyst

  • Jun 2020 - Present

• Compliance Administrator

  • Mar 2019 - Jun 2020

• Relationship Manager

  • Dec 2017 - Mar 2019



IG Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Assistant to Executive Financial Consultant

  • May 2016 - Aug 2016

  Promoted within the company because of demonstrated skills. Assisted to Executive Financial Consultant with client management and creating personalized financial plans. Excelled in day-to-day administrative duties and files management. Gained a solid knowledge of IT software including Excel, Project and specialized financial programs. Promoted within the company because of demonstrated skills. Assisted to Executive Financial Consultant with client management and creating personalized financial plans. Excelled in day-to-day administrative duties and files management. Gained a solid knowledge of IT software including Excel, Project and specialized financial programs.



IG Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Financial Consultant Intern

  • Jun 2015 - Aug 2015

  Structured large quantities of raw quantitative data using sophisticated database tools. Gained a solid knowledge of IT software including Excel, Project and specialized financial programs. Excelled in day-to-day administrative duties and files management. Structured large quantities of raw quantitative data using sophisticated database tools. Gained a solid knowledge of IT software including Excel, Project and specialized financial programs. Excelled in day-to-day administrative duties and files management.