Amanda Stewart
Orillia ,Ontario
Summary
Financial Advisor expert excelling at interfacing with team members at all levels to meet and exceed organizational goals. Operates well in a highly-stressful environment in which leadership skills are the key to success.
Overview
17
17
years of professional experience
Work History
Assistant Branch Manager
Royal Bank
Orillia , Ontario
2018.05 - Current
Employee Development and Coaching Scheduling and Time ManagementClient Experience and Perception
Financial Advisor
Royal Bank
Orillia , ON
2010.02 - 2018.05
Planned and executed financial plansProvided onsite training. Assisted clients in achieving their financial goalsDelegate Manager Time Management
COACH
U WEIGHT LOSS CLINIC
ORILLIA , ON
2008.02 - 2010.02
Provided onsite training.
Coached and Motivated individuals to hit their goals Coached my colleagues and trained new hires. Updated record keeping and managed clients files
Coached and Motivated individuals to hit their goals Coached my colleagues and trained new hires. Updated record keeping and managed clients files
Education
Branch Compliance Officer
Canadian Securities Institute
2018
Financial Planning 1 - Financial
Canadian Securities Institute
2017
Personal Financial Services Advise - Financial
Canadian Securities Institute
2015
Mutual Funds License - Investments
Canadian Securities Institute
2011
Skills
- Reliable
- Excellent communication skills
- People-oriented
- Inspiring team leader
- Quick learner
- Financial records and processing
- Training and development
- Flexible
- Client-focused
Affiliations
Rotaract Club of Orillia- Treasurer since 2012-Present
Timeline
Assistant Branch Manager
Royal Bank
2018.05 - Current
Financial Advisor
Royal Bank
2010.02 - 2018.05
COACH
U WEIGHT LOSS CLINIC
2008.02 - 2010.02
Branch Compliance Officer
Canadian Securities Institute
Financial Planning 1 - Financial
Canadian Securities Institute
Personal Financial Services Advise - Financial
Canadian Securities Institute
Mutual Funds License - Investments
Canadian Securities Institute