Cailyn Wolski, CIM®

Cailyn wolski, cim®

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location of Cailyn Wolski, CIM®Vancouver, British Columbia, Canada
Followers of Cailyn Wolski, CIM®1000 followers
  • Timeline

  • About me

    Wealth Advisor | Raymond James Ltd. | Associate Producer | The Wealthy Life

  • Education

    • Claremont secondary

      2010 - 2014
      High school

      Activities and Societies: Varsity Women's Soccer team Varsity Rowing team Graduation Council Passport to Education Recipient

    • Michigan state university

      2014 - 2018
      Bachelor's degree political science pre-law

      Activities and Societies: Varsity Woman's rowing team Courses in:Comparative world politics Macro and micro economics Law of economy World economy American politics Philosophy of law

    • University of victoria

      2020 - 2020
      Certificate business administration and management, general

      Courses In:Marketing Business administration Business communication Strategic management Financial accounting Financial management International business

    • University of victoria

      2021 - 2022
      Master of global business global business

      Courses in: Global Supply Chain Management and Logistics International Marketing International Finance North American Business Context

  • Experience

    • Casey law

      Jun 2018 - Mar 2019
      Legal assistant

      Drafted and edited all pleadings and filed with the registrar of the Supreme Court of British Columbia Corresponded with clients, witnesses and other counsel regarding trials, scheduling and testimony Maintained organization and schedule of over 250 active cases Aided counsel in trial preparation by gathering documents and corresponding with witnesses Performed daily administrative dutiesPerformed accounting tasks

    • University of victoria

      Mar 2019 - Dec 2020
      Graduate research assistant

      Created and designed website platforms for research projects and portfolios Assisted with research being conducted in occupational physiology

    • Bell media

      Sept 2019 - Jan 2022

      Attended events in and around the Victoria area in which Bell Media supports and sponsorsInteracted and engaging with the general public at eventsRepresented CTV, Virgin Radio and CFAX1070 in a professional and enthusiastic manner Managed the social media platforms at events including Facebook, Twitter and Instagram Constructed social media posts to encourage community engagement Assisted in the execution of Promotional Campaigns Created reports for the sales team to present to clients intended to showcase the success of the campaign Collaborated with multiple departments in an effort to better serve our clients and listeners Aided in increasing engagement through contests, social media and community eventsManaged social media platforms including Facebook, Twitter and Instagram Constructed social media posts to encourage community engagement Attended events in and around the Victoria area in which Bell Media supports and sponsorsInteracted and engaging with the general public at eventsRepresented CTV, Virgin Radio and CFAX1070 in a professional and enthusiastic manner Managed the social media platforms at events including Facebook, Twitter and Instagram Constructed social media posts to encourage community engagement

      • Brand Ambassador

        Sept 2021 - Jan 2022
      • Promotions Coordinator

        Feb 2021 - Sept 2021
      • Brand Ambassador

        Sept 2019 - Feb 2021
    • Cfax santas anonymous

      Sept 2020 - Aug 2021

      Acted as the Ecommerce Administrator for the 2020 Virtual Tree of Wishes Campaign – September 2020-January 2021Assisted in special events planning including Miracle on Broad St 2020Monitored the back office of the Shopify Ecommerce siteEfficiently input donor data into the financial database Aided with general bookkeeping Oversaw Donor recognition Corresponded with community supporters and individual donors Communicated effectively with the Executive Director, Administrative Assistant and the entirety of the Administrative Team Show less

      • Ecommerce Coordinator

        Sept 2020 - Aug 2021
      • Social Media Coordinator

        Sept 2020 - Aug 2021
    • The wealthy life with sybil verch

      Dec 2021 - now

      Develop marketing strategies to increase brand awareness and impressionsContent creation to increase engagement Schedule webinars and assist with topic selection Correspond with guest experts, members and other stakeholdersConduct market researchPerform other administrative duties

      • Associate Producer

        Jan 2023 - now
      • Marketing Coordinator

        Oct 2022 - Jan 2023
      • Marketing Coordinator

        Jun 2022 - Oct 2022
      • Marketing Coordinator

        Dec 2021 - Jun 2022
    • Raymond james ltd.

      Dec 2021 - now

      Offering administrative support to the EVP of Private Client Solutions Assisting the Financial Planning Team with various projects Conducting data entry related to client files and business opportunities Producing marketing materials Corresponding and collaborating with multiple stakeholders.

      • Wealth Advisor

        Jan 2025 - now
      • Wealth Advisor Associate

        Jun 2024 - Jan 2025
      • Investment Associate

        Aug 2023 - Jun 2024
      • Administrative Assistant

        Oct 2022 - Aug 2023
      • Summer Intern

        Jun 2022 - Oct 2022
      • Administrative Assistant

        Dec 2021 - Jun 2022
    • Vanwest college

      Sept 2022 - Oct 2024
      Course instructor

      Teaching Social Media Marketing Strategy Constructing real world examples to relate to theoretical frameworks Organizing and presenting materials and information

  • Licenses & Certifications

    • Wealth management essentials (wme®)

      Canadian securities institute
      Aug 2024
      View certificate certificate
    • Portfolio management techniques (pmt®)

      Canadian securities institute
      Apr 2025
      View certificate certificate
    • Advanced investment strategies (ais)

      Canadian securities institute
      Dec 2024
      View certificate certificate
    • Chartered investment manager (cim®)

      Canadian securities institute
      Apr 2025
      View certificate certificate
    • Conduct and practices handbook course (cph®)

      Canadian securities institute
      Jul 2023
      View certificate certificate
    • Canadian securities course (csc®)

      Canadian securities institute
      Jun 2023
      View certificate certificate
    • Certificate in advanced investment advice

      Canadian securities institute
      Dec 2024
      View certificate certificate
  • Honors & Awards

    • Awarded to Cailyn Wolski, CIM®
      Varsity Letters Michigan State University Athletics Department May 2015 Earned varsity letters in 2014/2015, 2015/2016, 2016/2017 and 2017/2018
    • Awarded to Cailyn Wolski, CIM®
      BC Passport to Education BC Provincial Government Jun 2014
  • Volunteer Experience

    • Social Media Coordinator

      Issued by CFAX Santas Anonymous on Aug 2021
      CFAX Santas AnonymousAssociated with Cailyn Wolski, CIM®