Summary
Overview
Work History
Education
Skills
Timeline
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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
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.
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
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
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
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,
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, QC
05.2013

High School Diploma -

Argyle Secondary School
North Vancouver, BC
06.2009

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
Adam Galpin