Experience

• 

  National bank of canada

  Oct 2011 - Apr 2013

  - Advised clients on investments, credit management and account openings- Promoted and sold packages to meet required quota including mortgages, account openings,investments and insurance - Communicated daily with National Bank's mortgage processing center, insurance department and personal loan department on behalf of clients - Involved in collection agency negotiations and new client recruitment- Independently organized and attended several events and presentations at McMaster University for the purpose of education students and attracting clients- Responsible for cheque verification, fraud precautions and several daily tasks to ensure administrative accuracy and overall branch management Show less

  • Personal Banking Advisor

    Apr 2012 - Apr 2013

  • Customer Service Representative

    Oct 2011 - Apr 2012
• 

  Hsbc

  Apr 2013 - Jul 2014

  Premium banker, mutual funds advisor

  - Advise clients on investment options based on needs analysis- Interact daily with lending department to negotiate mortgage approvals- Handle Advance and Premier clients day to day banking needs - Proactively develop new client relationships utilizing a combination of client referrals, product promotions, service offerings and networking opportunities - Ensure accurate and timely process of a variety of client banking activities including loans, mortgages, mutual funds and private investment management referrals - Ensures compliance, operational and system controls are in accordance with regulatory standards and government regulations- Consistently engage in, and pass inspection during, anti-money laundering procedures Show less

• 

  Cibc

  Jul 2014 - Jun 2017

  Senior financial advisor
• 

  Cibc wood gundy

  May 2017 - May 2021

  Financial planning specialist
• 

  Scotiabank

  May 2021 - now

  Senior total wealth planner - scotia wealth management