Laurie Jackson Smith

Experience

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  National Trust which was purchased by Scotiabank

  Jan 1990 - Jul 1994

  Client Service Representative

  As a Customer Service Representative I was responsible for helping clients with daily banking needs.

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  Scotiabank

  Jul 1994 - Jun 1999

  As a Customer Service Representative I was responsible for helping clients with daily banking needs. Responsible for customers daily banking transactions. Also functioned as the branches lending administrator. Duties included overseeing client lending files and work flow with lendors. As a mortgage administrator is was responsible for reviewing mortgage documentation received at the Scotiabank Administration centre from lawyers offices to ensure accuracy. I was also responsible to follow up with the lawyers if documents were deficient and inaccurate. After working their for a short period of time I was promoted to the funding department which issues the cheques once all paperwork is in order to approve the funding of mortgages.

  • Customer Service Representative

    Jan 1997 - Jun 1999

  • Customer Service Representative and Lending Administration

    Aug 1995 - Jan 1997

  • Mortgage Administrator

    Jul 1994 - Aug 1995
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  Advice First Financial Group

  Sept 2008 - Sept 2022

  Director Of Client Relations
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  Investment Planning Counsel

  Jan 2009 - now

  Laurie Smith joined Brad full time in 2008. As the Client Relations Manager, Laurie is the welcoming face you see when you visit their office. Her depth of experience in the financial industry assists in providing comprehensive service to all their clients in a variety of capacities. In this role, Laurie oversees the client services area and the processes and procedures that deliver their clients custom care. She pays constant attention to the client experience and is personally responsible for establishing new client relationships and guiding the client’s progress through the Journey to Meaningful Significance. Her passion for people and commitment to excellence are apparent in her interactions with their clients. In addition to Laurie’s duties and responsibilities, she participates in speaking engagements along with Brad at various conferences across North America.**IPC Securities Corporation is a member of the Canadian Investor Protection Fund and of the Investment Industry Regulatory Organization of Canada and is a sponsoring Investment Dealer of Brad Smith Show less

  • Client Experience Officer

    Feb 2017 - now

  • Client Relations Manager for Brad Smith

    Jan 2009 - Sept 2022
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  Advice First Wealth

  Feb 2017 - now

  Director of Client Relations