Senior Financial Advisor - Scotiabank - Cornwall, ON
(2025-12)
- Provide comprehensive financial advice by assessing clients' financial needs, goals, investment knowledge, and overall banking relationships.
- Build and deepen trusted client relationships through proactive outreach, personalized meetings, follow-ups, and ongoing financial reviews.
- Advise clients on investment and registered-account solutions, including GICs, TFSA, RRSP, LIRA, and mutual fund options, based on their objectives and risk/volatility preferences.
- Review existing investment holdings and portfolios, identify opportunities to improve alignment with client goals, and recommend suitable solutions.
- Support lending and mortgage needs, including mortgage renewals, refinancing, equity-based lending solutions, and related financial discussions.
- Complete investment transactions and account servicing accurately while ensuring documentation, signatures, and internal processes are properly followed.
- Collaborate with internal partners and make appropriate referrals to wealth and specialized banking teams when clients' needs require additional expertise.
- Maintain detailed client records and ensure client profiles, investment knowledge, and required documentation are current and accurate.
- Deliver high-quality service while balancing client needs, regulatory requirements, risk considerations, and business objectives.
Financial Advisor - Scotiabank - Cornwall, ON
(2022-09 - 2025-11)
- Engaged proactively with clients to identify banking, investment, and financial planning needs.
- Recommended financial products and solutions aligned with client goals, needs, and circumstances.
- Executed investment and registered-account transactions accurately and maintained strong attention to detail.
- Managed client relationships through calls, meetings, follow-ups, and regular financial reviews.
- Supported GIC renewals, TFSA and RRSP servicing, investment reviews, mortgage renewals, and other day-to-day financial needs.
- Provided exceptional service across a full range of financial transactions while maintaining professionalism and confidentiality.
Payments and Rewards Sales Representative - PC Financial - Cornwall, ON
(2022-02 - 2022-08)
- Assisted customers with financial product inquiries and applications.
- Recommended suitable solutions based on client needs and goals.
- Followed up after sales to ensure satisfaction and support retention.
- Maintained accurate client records and promoted rewards programs.
Retail Supervisor - Petro Canada - Cornwall, ON
(2018-06 - 2022-02)
- Supervised daily operations, ensuring quality service and efficiency.
- Handled customer concerns and resolved issues promptly.
- Managed inventory, cash balancing, and staff scheduling.
- Trained and evaluated employees to enhance performance and compliance.
- Implemented procedures to improve sales and operational results.
Food Service Supervisor - Subway - Cornwall, ON
(2021-03 - 2021-08)
- Oversaw food preparation, sanitation, and safety practices.
- Trained staff in customer service and operational procedures.
- Balanced daily cash receipts and monitored food inventory.
- Resolved customer complaints and maintained service standards.
Retail Store Representative - Petro Canada - Cornwall, ON
(2018-06 - 2020-05)
- Provided excellent customer service by greeting and assisting customers with purchases.
- Operated cash register, handled payments, and maintained accurate cash balances.
- Monitored inventory levels and restocked shelves to ensure product availability.
- Maintained cleanliness and organization of the store, including displays and counters.
