
Timeline
About me
Wealth Advisor | Raymond James Ltd. | Associate Producer | The Wealthy Life
Education

Claremont secondary
2010 - 2014High schoolActivities and Societies: Varsity Women's Soccer team Varsity Rowing team Graduation Council Passport to Education Recipient

Michigan state university
2014 - 2018Bachelor's degree political science pre-lawActivities 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 - 2020Certificate business administration and management, generalCourses In:Marketing Business administration Business communication Strategic management Financial accounting Financial management International business

University of victoria
2021 - 2022Master of global business global businessCourses in: Global Supply Chain Management and Logistics International Marketing International Finance North American Business Context
Experience

Casey law
Jun 2018 - Mar 2019Legal assistantDrafted 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 2020Graduate research assistantCreated and designed website platforms for research projects and portfolios Assisted with research being conducted in occupational physiology

Bell media
Sept 2019 - Jan 2022Attended 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 2022Promotions Coordinator
Feb 2021 - Sept 2021Brand Ambassador
Sept 2019 - Feb 2021

Cfax santas anonymous
Sept 2020 - Aug 2021Acted 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 2021Social Media Coordinator
Sept 2020 - Aug 2021

The wealthy life with sybil verch
Dec 2021 - nowDevelop 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 - nowMarketing Coordinator
Oct 2022 - Jan 2023Marketing Coordinator
Jun 2022 - Oct 2022Marketing Coordinator
Dec 2021 - Jun 2022

Raymond james ltd.
Dec 2021 - nowOffering 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 - nowWealth Advisor Associate
Jun 2024 - Jan 2025Investment Associate
Aug 2023 - Jun 2024Administrative Assistant
Oct 2022 - Aug 2023Summer Intern
Jun 2022 - Oct 2022Administrative Assistant
Dec 2021 - Jun 2022

Vanwest college
Sept 2022 - Oct 2024Course instructorTeaching Social Media Marketing Strategy Constructing real world examples to relate to theoretical frameworks Organizing and presenting materials and information
Licenses & Certifications
- View certificate

Wealth management essentials (wme®)
Canadian securities instituteAug 2024 - View certificate

Portfolio management techniques (pmt®)
Canadian securities instituteApr 2025 - View certificate

Advanced investment strategies (ais)
Canadian securities instituteDec 2024 - View certificate

Chartered investment manager (cim®)
Canadian securities instituteApr 2025 - View certificate

Conduct and practices handbook course (cph®)
Canadian securities instituteJul 2023 - View certificate

Canadian securities course (csc®)
Canadian securities instituteJun 2023 - View certificate

Certificate in advanced investment advice
Canadian securities instituteDec 2024
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
Associated with Cailyn Wolski, CIM®
Languages
- enEnglish
- frFrench
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