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Oral Hibbert

Financial Services Consultant

Talent
Scarborough, ONMember since October 7, 2026
Client Relationship ManagementClient Onboarding & SupportPresentations & Client EducationProblem Solving & Issue ResolutionCommunication & Interpersonal SkillsProcess CoordinationMS Excel, Word & PowerPointRegulatory ComplianceTime Management & MultitaskingCross-Functional CollaborationStrong proficiency in MS Excel, Word, and PowerPoint
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Client Relationship ManagementClient Onboarding & SupportPresentations & Client EducationProblem Solving & Issue ResolutionCommunication & Interpersonal Skills

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)

Skills

Financial Services Consultant

Reviews

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