Summary
Overview
Work History
Education
Skills
Timeline
Generic

Andrea Sikora

Maple Ridge,BC

Summary

Assistant Branch Manager with extensive financial expertise and passion for member service with a 26 year career centered around investment and banking advice, either in a sales role or leading a team.

Overview

26
26
years of professional experience

Work History

Assistant Branch Manager

Vancity
03.2011 - Current
  • Supports growth of an engaged and experienced team to create value in our community while delivering on financial objectives of the branch
  • Branch 29: ABM of Advice and Service - March 2014 to present
  • Branch 50: ABM of Service - March 2011 to March 2014
  • Branch 34: Member Service Manager - May 2006 to April 2007

Squad Leader

Vancity
03.2020 - 06.2020
  • During COVD rotations
  • Provided leadership and guidance to a reduced capacity team to ensure continuity of branch support to our community during the pandemic
  • Branch 29/50/53

Branch Manager (contract)

Vancity
04.2018 - 07.2018
  • During a transition period within our branch, ensured our team and community had continued support to deliver on financial objectives of the branch while maintaining and building community relationships

Account Manager

Vancity
  • Developed knowledge and experience to build trust and work collaboratively with members to provide best advice and create plans to help them achieve their financial goals.
  • During these roles I was a Licensed Account Manager (LAM) actively selling Mutual Funds to members.
  • Branch 50 - March 2008 to February 2010
  • Branch 34 - November 2003 - May 2006
  • Branch 36 - August 2001 - November 2003

Financial Services Officer

Canada Trust/TD Canada Trust
01.2000 - 08.2001

Equivalent role to AM1

Financial Services Representative

Canada Trust
05.1997 - 01.2000

Education

Associate Certificate in Financial Planning -

BCIT
2006

Canadian Securities Course (CSC)

Canadian Securities Institute
02.2001

The Canadian Investment Funds Course -

Investment Funds Institute of Canada (IFIC)
02.2000

Skills

  • Team Management and Engagement
  • Coaching for Results
  • Investment Sales Experience

Timeline

Squad Leader

Vancity
03.2020 - 06.2020

Branch Manager (contract)

Vancity
04.2018 - 07.2018

Assistant Branch Manager

Vancity
03.2011 - Current

Financial Services Officer

Canada Trust/TD Canada Trust
01.2000 - 08.2001

Financial Services Representative

Canada Trust
05.1997 - 01.2000

Account Manager

Vancity

Associate Certificate in Financial Planning -

BCIT

Canadian Securities Course (CSC)

Canadian Securities Institute

The Canadian Investment Funds Course -

Investment Funds Institute of Canada (IFIC)
Andrea Sikora