Adam Dunseath
Sault Ste. Marie,ON
Summary
Proven track record in fostering client trust and loyalty at TD Bank, demonstrating exceptional communication and critical thinking skills. Excelled in multitasking across diverse roles, from Door Repair at Algoma Steel to Financial Advisor, achieving significant client satisfaction. Skilled in problem-solving and teamwork, adept at creating strategic financial plans and enhancing workplace efficiency.
Overview
17
17
years of professional experience
Work History
Door Repair
Algoma Steel
05.2017 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Schedule Door Changes for Coke Ovens
- Refurbish Repair Doors
- Excellent communication skills, both verbal and written.
- Learned and adapted quickly to new technology and software applications.
Financial Advisor
TD Bank
12.2015 - 05.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Financial Advisor
Royal Bank of Canada, RBC
03.2010 - 12.2011
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
HR Administrator/Accounting Assistant
Four Points Sheraton Hotel
01.2008 - 03.2010
- Managed employee data and privacy to keep employee data confidential per organizational privacy policies.
- Handled on-boarding process for newly hired employees, which included distribution of all paperwork.
- Managed payroll and timekeeping to track hours and accurately pay employees.
- Maintained accurate employee records through diligent documentation of personal information, job history, performance evaluations, and other relevant data.
- Collaborated with management to identify staffing needs and develop workforce planning strategies, resulting in optimized personnel resources allocation.
- Assisted in the development of workplace policies that effectively addressed issues such as harassment prevention, equal opportunity employment, and workplace safety.
Education
Bachelor of Arts - Human Resources Management/ Accounting
Humber College
Toronto04-2008
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Multitasking Abilities
- Excellent communication
- Critical thinking
- Decision-making
Accomplishments
Two year term as District Three Regional Manager for the NOHA (Northern Ontario Hockey Association). Managing 6 hockey associations ( Dubreuilville, Wawa, Soo Peewee, Sault Major, Thessalon, North Channel) in my district while being a member of the board.
Languages
English
Professional Working
Interests
Outdoors, Hockey, Passion for numbers, Spending time with my son
Timeline
Door Repair
Algoma Steel
05.2017 - Current
Financial Advisor
TD Bank
12.2015 - 05.2025
Financial Advisor
Royal Bank of Canada, RBC
03.2010 - 12.2011
HR Administrator/Accounting Assistant
Four Points Sheraton Hotel
01.2008 - 03.2010
Bachelor of Arts - Human Resources Management/ Accounting
Humber College
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