Ashley Kaczur
Calgary
Summary
Dynamic Senior Financial Advisor with a proven track record at Scotiabank, excelling in financial planning and client service. Expert in mortgage applications and underwriting, I foster strong client relationships through effective communication and results-driven strategies, consistently enhancing satisfaction and engagement. Passionate about training and mentoring teams to achieve operational excellence.
Overview
12
12
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
11.2017 - Current
- Led client meetings to assess financial needs and review portfolio performance, banking and savings strategies. Financial planning.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Collaborated with underwriting teams to ensure compliance with lending regulations and policies.
- Assisted clients in understanding mortgage options, guiding them through documentation requirements.
Bartender
King Club
02.2015 - 01.2018
- Provided drinks and smiles at an extremely fast paced environment
- Trained and mentored junior bartenders on tables and point of sale systems.
- Managed inventory levels, ensuring timely restocking of supplies and minimizing waste.
- Developed and implemented efficient workflow strategies to optimize bar operations during peak hours.
Sales and Service Team Leader
Canadian Western Bank
09.2013 - 10.2017
- Prepared cash shipments, wire transfers bank drafts and daily banking procedures
- Conducted regular training sessions on product knowledge and customer engagement
- Provided exceptional customer service processes, overrides enhancing response times and satisfaction.
- Strong team mentality and leadership skills
Education
Diploma in Financial Planning
The Canadian Institute of Financial Planning
05.2024
Registered Financial And Retirement Advisor
The Canadian Institution of Financial Planning
09.2019
Canadian Investment Funds Course
IFSE Institute
03.2018
High School Diploma -
Father Lacombe High School
Calgary, AB2009
Skills
- Verbal and written communication
- Training and coaching
- Mortgage applications and underwriting
- Client service and support
- Mutual funds
- Investment advice
- Anti-money laundering
- Debt management
- Know your customer
- Financial planning
Languages
English
Professional Working
Timeline
Senior Financial Advisor
Scotiabank
11.2017 - Current
Bartender
King Club
02.2015 - 01.2018
Sales and Service Team Leader
Canadian Western Bank
09.2013 - 10.2017
Diploma in Financial Planning
The Canadian Institute of Financial Planning
Registered Financial And Retirement Advisor
The Canadian Institution of Financial Planning
Canadian Investment Funds Course
IFSE Institute
High School Diploma -
Father Lacombe High School