
Elissa Donolo
Employee

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About me
Investment Representative at BMO Nesbitt Burns
Education

Villa Maria High School
2005 - 2010High School DiplomaActivities and Societies: MVP of tennis team

Marianopolis College
2010 - 2012DEC Commerce
John Molson School of Business
2012 - 2016Bachelor of Commerce (B.Com.) MarketingDean`s List 2015-2016
Experience

Tim Hortons
Jun 2008 - Aug 2008Employee-meet time and sale goals-fast and efficient delivery of products-team worker

Boulangerie du Marche de L'Ouest
Oct 2008 - Aug 2012Assistant Manager-schedule making-team leader-open communication with staff and owner-open and closing of store and cashes -inventory management

Zara
Sept 2012 - Apr 2015Head Cashier• Team leader• Manage and train team of cashiers.• Responsible for monthly evaluations of each cashier.• Effective and clear communication with many departments and supervisors.• In charge of bi- and monthly operations data and orders/purchases procurements.• Open and close of entire store.• Reinforce and implement rules and procedures to all cashiers.• Constant above-average results on bi-annual evaluations.

BMO Nesbitt Burns
May 2015 - now• Support the IA’s sales and service objectives • Delivering service initiatives to the IA’s clients: review of reports, follow-up on client inquiries and requests to ensure appropriate account maintenance• Contribute to the IA’s business objectives by ensuring the book of business is being developed including client meetings• Ensure client needs are exceeded• Liaise with various departments for execution of client requests and problem solving and other branch duties as assigned• Coordinating marketing activities on behalf of IA• Ensure compliance regulations are adhered to• Develop productive working relationships with colleagues in the Branch, Division and across PCD Show less • Verifying, Opening and Updating Client Accounts with extensive attention to detail.• Assisting Investment Advisors in completion of their day-to-day oriented tasks and objectives and ensuring efficient service of clients.• Tracking daily and monthly operations data, orders and purchases.• Communicating efficiently and clearly, daily with Sales Assistances and other departments in person, by email and telephone.• Responsible for supporting the branch in achieving the operational objectives through effective administrative support. • Prioritizing daily tasks, special projects, assisting the branch managers, investment advisors, sales assistants and interns while respecting important deadlines.• Use my interpersonal skills in order to reinforce compliance related issues. Show less
Investment Representative
Jan 2018 - nowSales Assistant
Jul 2016 - Dec 2017Branch Operations Administrator
Sept 2015 - Jun 2016Finance Intern
May 2015 - Aug 2015
Licenses & Certifications
.webp)
Conduct and Practices Handbook Course
Canadian Securities Institute (CSI)Jul 2017.webp)
Canadian Securities Cource
Canadian Securities Institute (CSI)Jul 2016.webp)
INVESTMENT REPRESENTATIVE TRAINING PROGRAM (IRT)
Canadian Securities Institute (CSI)Dec 2017
Volunteer Experience
Instructor
Issued by West Island Association for the Mentally Handicapped on Sept 2009
Associated with Elissa Donolo
Languages
- enEnglish
- frFrench
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