Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Compliance Officer

  • Aug 2021 - Present

• Senior Learning Facilitator

  • Jun 2018 - Aug 2021

• Investment Specialist - 5 Star Team

  • Nov 2015 - May 2018

• Investment Specialist

  • Oct 2014 - Oct 2015



TD

• Canada
• Banking
• 700 & Above Employee

• Customer Service Representative

  • Oct 2012 - Oct 2014

  Exceeded sales targets in 6 out of 7 quarters. Despite being the most junior staff member, ranked number 1 in sales pace for 5 quarters.Handled customers’ complaints in person and over the phone in a prompt and professional manner by taking responsibility for the customers’ negative experience and using problem solving strategies to deescalate negative situations immediately Exceeded sales targets in 6 out of 7 quarters. Despite being the most junior staff member, ranked number 1 in sales pace for 5 quarters.Handled customers’ complaints in person and over the phone in a prompt and professional manner by taking responsibility for the customers’ negative experience and using problem solving strategies to deescalate negative situations immediately



Trillium Gift of Life Network

• Canada
• Government Administration
• 1 - 100 Employee

• Operator

  • Dec 2006 - Sep 2012

  Developed the first training manual for the operator position resulting in a more efficient and cost effective training process Communicated with a variety of health professionals and the general public in a manner consistent with high standards of customer service.Utilized multi-tasking skills and strict attention to detail while handling a very heavy work load in a constantly changing environment under minimal supervision Developed the first training manual for the operator position resulting in a more efficient and cost effective training process Communicated with a variety of health professionals and the general public in a manner consistent with high standards of customer service.Utilized multi-tasking skills and strict attention to detail while handling a very heavy work load in a constantly changing environment under minimal supervision



IG Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Financial Consultant Assistant

  • May 2010 - Aug 2010

  Actively prospected potential clients through written media alongside a financial consultant during a summer internshipFocused my learning on sales, networking, and prospectingGained a thorough appreciation for the determination and labour required to build a client base Actively prospected potential clients through written media alongside a financial consultant during a summer internshipFocused my learning on sales, networking, and prospectingGained a thorough appreciation for the determination and labour required to build a client base