Oral Hibbert
Financial Services Consultant
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About
Client-focused financial services professional with 8+ years in banking and 5+ years in financial services, delivering high-quality client support, relationship management, and financial guidance. Experienced in managing client interactions, facilitating onboarding, and supporting account changes in fast-paced, service-driven environments. Known for strong communication, problem-solving, and the ability to quickly learn new products and systems.
Holds CSC and LLQP and is eager to expand expertise into Group Benefits.
Experience
Financial Services Consultant - Sun Life - Toronto, ON
(2021-08)
- Build and maintain strong client relationships through ongoing service and financial guidance
- Conduct client meetings and explain financial products and services in a clear, client-friendly manner
- Support onboarding of new clients by gathering documentation and ensuring accurate system setup
- Assist clients with account updates, changes, and general inquiries while ensuring timely resolution
- Manage high-volume interactions (~50 daily), maintaining professionalism and service quality
- Collaborate with internal teams to resolve client issues and improve service delivery
- Identify client needs and recommend appropriate solutions aligned with their goals
Crew Member - Booster Juice - Toronto, ON
(2020-02 - 2021-07)
- Delivered efficient customer service in a fast-paced, team-oriented environment
- Managed transactions and supported daily operations
Bank Teller - JMMB Bank - Montego Bay, Jamaica
(2016-06 - 2019-08)
- Maintained 99% transaction accuracy while delivering personalized client service
- Identified customer needs and recommended appropriate financial products
- Supported onboarding through account opening and documentation verification
- Built strong client relationships through consistent, reliable service
Bank Teller - Scotiabank - Jamaica
(2011-08 - 2016-05)
- Processed transactions accurately and efficiently in a high-volume environment
- Built rapport with clients and provided guidance on banking services
- Identified and escalated fraud risks while maintaining compliance standards
Education
Post Graduate Certificate - Financial Planning - Centennial College (2021)
Post Graduate Certificate - Human Resource Management - Centennial College (2020)
Bachelor of Science - Management Studies - University of the West Indies (2011)