Elissa Donolo

Elissa Donolo

Employee

Followers of Elissa Donolo342 followers
location of Elissa DonoloMontreal, Quebec, Canada

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  • Timeline

  • About me

    Investment Representative at BMO Nesbitt Burns

  • Education

    • Villa Maria High School

      2005 - 2010
      High School Diploma

      Activities and Societies: MVP of tennis team

    • Marianopolis College

      2010 - 2012
      DEC Commerce
    • John Molson School of Business

      2012 - 2016
      Bachelor of Commerce (B.Com.) Marketing

      Dean`s List 2015-2016

  • Experience

    • Tim Hortons

      Jun 2008 - Aug 2008
      Employee

      -meet time and sale goals-fast and efficient delivery of products-team worker

    • Boulangerie du Marche de L'Ouest

      Oct 2008 - Aug 2012
      Assistant Manager

      -schedule making-team leader-open communication with staff and owner-open and closing of store and cashes -inventory management

    • Zara

      Sept 2012 - Apr 2015
      Head 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 - now
      • Sales Assistant

        Jul 2016 - Dec 2017
      • Branch Operations Administrator

        Sept 2015 - Jun 2016
      • Finance Intern

        May 2015 - Aug 2015
  • Licenses & Certifications

    • Conduct and Practices Handbook Course

      Canadian Securities Institute (CSI)
      Jul 2017
    • Canadian Securities Cource

      Canadian Securities Institute (CSI)
      Jul 2016
    • 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
      West Island Association for the Mentally HandicappedAssociated with Elissa Donolo