Finance
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A licensed Financial Advisor, specializing in financial planning, client relationship management, and investment strategies. A strong background in customer service and team leadership, having previously worked in bakery management and customer service roles. Holds a Small Business Management certificate from Mohawk College and is committed to ongoing learning and professional growth.
Adaptability, strong work ethic, and passion for financial services makes me a valuable asset in any environment.
Financial Advisor | PFSL Investment Canada | 2022–Present
As a Financial Advisor, I provide personalized financial advice to clients, helping them achieve both personal and business financial goals. I conduct thorough financial needs analyses and recommend customized investment and insurance solutions. I focus on building and maintaining long-term client relationships through personalized service and follow-up.
Additionally, I advise clients on risk management strategies and ensure their portfolios are aligned with their objectives. I stay updated on market trends, investment opportunities, and financial regulations to offer well-informed advice.
Bakery Clerk / Cake Decorator | Sobeys, Ancaster | 2019–2021
In my role at Sobeys, I managed daily bakery operations, ensuring timely production and adherence to quality standards. I was promoted from part-time Bakery Clerk to full-time Cake Decorator within six months due to my strong performance. I coordinated staff schedules, conducted inventory checks, and made sure products were available to meet customer demands. I also provided exceptional customer service, especially handling custom cake orders and addressing product inquiries.
Cashier / Customer Service Representative | Nations Fresh Foods, Hamilton | 2016–2018
As a Cashier and later a Customer Service Representative, I processed transactions accurately and efficiently, ensuring excellent customer service. I was promoted to oversee cashier performance, including scheduling and managing operational workflows. I handled financial transactions, making sure daily cash reconciliations matched accounting records.
I also resolved customer returns and refund issues, ensuring customer satisfaction, and coordinated deliveries to ensure proper stock organization within the store.
I hold an Ontario College Certificate in Small Business Management from Mohawk College, where I graduated in 2023. I am a licensed LLQP advisor (as of September 2023) and completed my Mutual Fund License in March 2024. I was awarded first place in the 2023 Pitch It to Win It Business Idea Presentation at Mohawk College.
