Hi, I’m
Amy Page
Finance/Banking Professional
Halifax,NS
The real test is not whether you avoid this failure, because you won’t. It’s whether you let it harden or shame you into inaction, or whether you learn from it; whether you choose to persevere.
Barack Obama
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Veteran banking professional dedicated to team and business success. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Analytical and detail-oriented with a demonstrated record of accomplishment in meeting sales and service goals. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
16
years of professional experience
Work History
TD WealthHalifax
Senior Private Banker
06.2022 - 05.2023
Job overview
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Cultivated strong customer relationships by providing tailored advice and services.
- Implemented strategies to increase customer retention, enabling investment growth.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
- Presented financial plans and investment recommendations to clients.
- Educated clients on financial topics and best practices.
- Studied financial documents to identify potential areas needing improvement.
- Advised clients on investments, retirement and estate planning.
- Assisted clients with budgeting and cash flow management.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
CIBCKentville, NS
Community General Manager
04.2019 - 06.2022
Job overview
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
- Motivated team members to meet and exceed objectives by setting goals, tracking performance on daily basis and implementing improvement strategies.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Implemented operational strategies and effectively built customer and employee loyalty.
CIBCGreenwood, NS
Bank Branch Manager
05.2016 - 04.2019
Job overview
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Identified and capitalized on community business opportunities with effective networking.
- Achieved top performance by strategically adapting to rapidly changing, competitive environment.
CIBC/TD/ScotiabankKentville, NS
Financial Advisor
05.2007 - 05.2016
Job overview
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Education
St. Francis Xavier UniversityAntigonish, NS
Associate of Arts from English For Academic Purposes
Parrsboro Regional High SchoolParrsboro, NS
High School Diploma
Skills
- Strategic planning
- Staff Management
- Policies and procedures
- Financial Management
- Critical Thinking
- Sound Judgment
- Relationship Building
- Decision Making
- Time Management
- Detail-Oriented
- Operational Efficiency
- Client Satisfaction
- Organizational Strengths
- Performance Appraisal
- Key Performance Metrics
- Motivational Techniques
- Risk Mitigation Strategies
- Financial Advisement
- Loan Processing
- Government Rules and Regulations
- Customer Loyalty
- Human Resources Knowledge
- Build Customer Relationships
- Excellent Team Leadership
- Risk Management Expertise
- Credit Approval and Denial
- Strategic and Financial Planning
- Business Activity Tracking
- Recruit Well-Qualified Staff
- CRM Tracking
- Remote Video Conferencing
- Financial Reporting and Analysis
- Market Condition Analysis
- Manage Cash Flow
- High Net Worth Individuals Marketing
- Business Planning and Strategy
- Financial Statements
- Client Account Management
- Market Growth
- Sales Expertise
Certification
Investment Funds in Canada
Branch Compliance Officer
Certificate in Finical Advice
Registered in final PFP Course
Registered in CSC
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Private Banker
TD Wealth
06.2022 - 05.2023
Community General Manager
CIBC
04.2019 - 06.2022
Bank Branch Manager
CIBC
05.2016 - 04.2019
Financial Advisor
CIBC/TD/Scotiabank
05.2007 - 05.2016
St. Francis Xavier University
Associate of Arts from English For Academic Purposes
Parrsboro Regional High School
High School Diploma
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