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Work Background
ScotiabankFinancial Advisor
Jul. 2024Calgary, Alberta, CanadaAs a Financial Advisor with over three years of experience in the banking industry, I have developed a strong foundation in client engagement, financial planning, and operational efficiency. My career has been characterized by a commitment to understanding client needs and delivering tailored solutions that drive results. I am dedicated to providing exceptional service throughout the customer journey, and I thrive in environments where relationship building and proactive communication are paramount. I am dedicated to continuous learning and professional development, evident by my certifications like CSC, PFSA, FP1 & Mortgage Lending Program. I am actively pursuing additional qualifications, to enhance my expertise in Retail Mortgage Underwriting. I believe that ongoing education is essential for staying current in the rapidly evolving financial landscape and for providing the best possible service to clients. In summary, my experience as a Financial Advisor has been marked by a strong commitment to client success, sales growth, and operational efficiency. I have cultivated meaningful relationships, driven business development, and led team training initiatives that contribute to a positive customer experience. I am enthusiastic about the next chapter in my career, where I can leverage my skills and expertise to make a meaningful impact in the financial services industry.
TDFinancial Advisor
Jun. 2022 - Jul. 2024
BMO Financial GroupCustomer Service Representative
May. 2021 - Nov. 2022
Banana RepublicBrand Associate
Oct. 2020 - Nov. 2022Calgary, Alberta, Canada
WalmartCustomer Service Representative
Oct. 2018 - Jun. 2019Calgary, Canada Area• Responding to customer requests for information and service
• Zoning assigned area and Working recovery merchandise from the Customer Service desk and other areas of the store
• Worked as a greeter to ensure satisfying shopping experience of customers by greeting and helping customers to find any product.
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