Experience

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  National bank of canada

  Jun 2014 - Mar 2015

  Personal banking advisor

  Primary accountability is to collaborate with each client and apply financial counseling principles to actively and effectively assess their life stage needs and provide proactive financial solutionsMaintain and generate relationships with individuals in order to grow both existing and new client portfolios.Conduct business development activities that result in generating more referrals, clients and business. Contribute to team client experience and sales results by assisting clients with their full range of financial needs including day to day banking (small business ,personal), borrowing or saving for a goal and protecting the future. Take a client focused approach to understanding financial needs, providing advice and proposing product/service solutions that meet all client needs with the goal of deepening client relationships and building long-term profitable relationships. Develop and maintain relationships with partners to optimize business opportunities and referrals. Show less

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  Ci assante wealth management

  Mar 2015 - now

  Portfolio manager & wealth advisor | gatto bergman group |