Alison Ropson
Deer Lake,NL
Summary
Motivated Senior Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
10.2018 - Current
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Diversified investment portfolios for enhanced return potential while mitigating risk exposure.
- Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Informed clients of strategies for reducing debt and maximizing savings.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Assisted clients with budgeting and cash flow management.
- Advised clients on investments, retirement and estate planning.
- Exceeded performance metrics by consistently providing high-quality support to clients.
Financial Advisor
Scotiabank
03.2015 - 10.2018
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Collaborated with team members to streamline processes and improve overall client experience.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Recommended specific investments to help clients meet financial goals.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Exceeded performance metrics by consistently providing high-quality support to clients.
Universal Banker
Scotiabank
11.2014 - 03.2015
- Trained new hires on customer service policies and procedures.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Monitored and verified suspicious activity on customer accounts.
- Assisted customers with banking needs and inquiries.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Executed wire transfers, stop payments and account transfers.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Cross-sold credit cards, loans and other bank products.
- Streamlined account opening processes for increased efficiency in new customer onboarding.
- Educated customers on features and benefits of banking products and services.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Customer Support Representative
Scotiabank
01.2009 - 11.2014
- Implemented time-saving techniques that allowed more efficient handling of high call volumes during peak periods.
- Responded to customer inquiries and provided technical assistance over phone and in person.
- Resolved customer complaints by distinguishing, prioritizing and reporting technical issues.
- Initiated proactive follow-ups with clients to ensure their needs were met after initial interactions.
- Delivered exceptional customer service by prioritizing emergency issues and developing and employing workarounds to solve problems expeditiously.
- Balanced multiple priorities while maintaining a focus on excellent communication skills and attention to detail.
- Connected with customers to address questions and resolve issues through phone and email.
- Trained new hires on company policies, procedures, and best practices in customer support roles.
- Resolved problems, improved operations and provided exceptional service.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Paid attention to detail while completing assignments.
Education
No Degree - Registered Financial And Retirement Advisor
Canadian Institute of Financial Planning
Mississauga, ON10.2019
No Degree - Mutual Funds
IFSE Institute
Mississauga, ON01.2018
High School Diploma -
Elwood Regional High School
Deer Lake, NL06.2002
Skills
- Investment advice
- Training and coaching
- Goal Setting
- Retirement planning
- Mutual funds
- Financial Planning
- Verbal and written communication
Accomplishments
Top individual performance award 2021, 2020, 2018
Employee of the year - Deer Lake Chamber of Commerce 2013
Languages
English
Professional Working
Certification
- CIFP Diploma - Current (writing April 2024)
- Certified Retirement Planner, CIFP - 2019
- Licensed Mutual Fund representative - 2018
Timeline
Senior Financial Advisor
Scotiabank
10.2018 - Current
Financial Advisor
Scotiabank
03.2015 - 10.2018
Universal Banker
Scotiabank
11.2014 - 03.2015
Customer Support Representative
Scotiabank
01.2009 - 11.2014
No Degree - Registered Financial And Retirement Advisor
Canadian Institute of Financial Planning
No Degree - Mutual Funds
IFSE Institute
High School Diploma -
Elwood Regional High School
Similar Profiles
Raquel JohnRaquel John
Senior Customer Care Advisor-Social Media at ScotiabankSenior Customer Care Advisor-Social Media at Scotiabank
Kevin LevyKevin Levy
Director, Commercial Card Solutions, Global Transaction Banking, North America at ScotiabankDirector, Commercial Card Solutions, Global Transaction Banking, North America at Scotiabank
Radhika NarayananRadhika Narayanan
Officer III, Commodities Wind-down Operations at ScotiabankOfficer III, Commodities Wind-down Operations at Scotiabank
Madhav MakkerMadhav Makker
Senior Customer Experience Associate at ScotiabankSenior Customer Experience Associate at Scotiabank
Jackie SaundersJackie Saunders
Food Server at Tim HortonsFood Server at Tim Hortons