Experience

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  World financial group (wfg)

  Feb 2011 - Dec 2014

  Financial planner

  As a Financial Planner, analyzed clients' financial statuses, identified opportunities, and developed customized plans. Executed transactions, presented financial products, and built strong client relationships. Kept current with regulations and industry practices.

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  Central king seniors residence

  Dec 2014 - Feb 2018

  Event planner

  As an event planner, orchestrated dynamic social activities for 120 seniors at a Not-for-Profit retirement home. Managed program communication, designed seasonal themes, and delivered concise monthly/annual reports to upper management. Provided steadfast support to committee members and volunteers, ensuring the success of yearly fundraisers.

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  Bmo financial group

  Feb 2018 - Mar 2021

  Personal banker/pba/customer service representative

  With BMO, addressed client queries, nurtured productive relationships, and provided personalized services to foster beneficial business-to-client connections. Assessed accounts, developed methods for increased sales, managed legal documents, handled estate accounts, assisted in funds allocation, and facilitated the relocation of key client accounts for the closure of retail branches.

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  Fdm group

  Mar 2021 - Oct 2023

  Led a global team for digital transformation in training, utilizing Jira, Salesforce, LMS, Excel, MS Forms, and Kanban board. Contributed to operational plans, collaborated with sales, and ran workshops on resume writing, communication, and mock interviews. Coached consultants in various technical streams, addressing business needs and bridging academia-corporate gaps. Excelled in discerning and addressing individual client needs, surpassing ambitious placement and revenue targets. Through collaboration with engineering, finance, and telecom industries, formulated focused recruitment strategies.

  • Academy Trainer

    May 2022 - Oct 2023

  • Recruitment Consultant/Account Manager

    Mar 2021 - May 2022
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  Tana proskills inc.

  Nov 2023 - now

  Professional skills coach

  Empowering the future generation, dedicated to cultivating essential professional skills while elevating careers through expert coaching in communication, leadership, sales, technology, and ethical practices. My mission is to shape resilient, adaptable, and empowered professionals poised for success in the dynamic landscapes of tomorrow.