Adam Galpin
Toronto,ON
Summary
Dynamic and results-driven professional with a proven track record. Adept at building relationships and exceeding sales targets. Leverages a robust historical frame of reference and an agile mind to enhance financial solutions. Excels in mentoring, with a talent for fostering growth in others. Skilled in strategic planning and customer engagement.
Overview
10
10
years of professional experience
Work History
Financial Services Advisor
Meridian Credit Union
Scarborough, ON
11.2022 - 10.2023
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Established solid referral network through active participation in industry events and professional associations.
- Consistently met or exceeded sales targets by effectively promoting company''s financial products and services.
- Assisted clients in navigating complex financial topics, making informed decisions about their futures.
Brand Manager
Desco Ventures Inc.
Vancouver, BC
08.2017 - 11.2021
- Researched market trends to identify customer needs and preferences for strategic planning.
- Devised content strategy to effectively engage target audiences.
- Coordinated with design and media teams to develop high-quality creative assets.
- Increased sales revenue by developing and implementing effective sales strategies.
- Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
Hardscaper
BurHan
Vanvouver
09.2020 - 10.2021
- Prepared surfaces for work by smoothing imperfections on ground or with close structures.
- Enhanced property values for clients through strategic hardscape improvements that added functionality and beauty to outdoor spaces.
- Delivered outstanding results by skillfully installing wide range of hardscape elements, including pavers, retaining walls, patios, walkways, and outdoor living spaces.
- Installed lights, sprinklers and other outdoor features based on requirements.
- Followed blueprints or drawings to lay blocks and bricks in correct arrangement.
CSR/Personal Financial Advisor
TD Canada Trust
Vancouver, BC
12.2015 - 09.2019
- Identified and recommended products and services to suit each customers' financial needs and requirements.
- Developed relationships with customers, suggested suitable bank services and met banking needs.
- Smoothly opened, closed and updated accounts and savings plans for customers.
- Served as first point of contact for clients, creating positive first impressions through friendly and expert customer service.
- Exceeded sales quotas consistently by discussing bank products with customers.
Brand Manager
Vitasave
North Vancouver, BC
05.2013 - 07.2014
- Collaborated with senior management to develop continuous improvement methodology in key areas of service, profit and growth.
- Led with positive approach and dedication to customer satisfaction and associate growth through mentorship.
- Assisted manager in achieving budgeted financial goals.
- Communicated regularly with supervisor about sales forecasts.
International Flight Attendant
Air Transat,
Vancouver, BC
05.2013 - 06.2014
- Remained current on industry regulations and changes affecting international air travel to provide accurate information to both colleagues and customers when necessary.
- Clearly explained and demonstrated safety and emergency procedures to passengers prior to takeoff.
- Attended workshops and trainings in customer service, conflict resolution tactics, and safety procedures to keep abreast of all new requirements and procedures.
- Ensured safety of passengers by conducting pre-flight checks and adhering to strict safety protocols.
- Ensured safety and comfort of customers onboard aircraft.
- Collaborated with fellow crew members to create welcoming atmosphere for passengers while upholding high standards of professionalism.
Education
Air Transat Training School
Montreal, QC05.2013
High School Diploma -
Argyle Secondary School
North Vancouver, BC06.2009
Skills
- Anticipate alternatives, is intuitive and sees different paths
- Robust historical frame of reference, learns lessons from past, knows how things came to be and can leverage that knowledge
- Improves on existing, learns quickly, and has agile mid
- Invites and engages with others
- Grow talent in others as teacher and coach to help others succeed
Timeline
Financial Services Advisor
Meridian Credit Union
11.2022 - 10.2023
Hardscaper
BurHan
09.2020 - 10.2021
Brand Manager
Desco Ventures Inc.
08.2017 - 11.2021
CSR/Personal Financial Advisor
TD Canada Trust
12.2015 - 09.2019
Brand Manager
Vitasave
05.2013 - 07.2014
International Flight Attendant
Air Transat,
05.2013 - 06.2014
Air Transat Training School
High School Diploma -
Argyle Secondary School