
Customer-focused professional with 6+ years of progressive leadership experience in client advisory, sales, and operations within customer-facing environments. Recognized for delivering exceptional client experiences, building trusted relationships, and consistently exceeding performance targets. Skilled in identifying client financial needs, promoting and cross-selling financial products, and supporting informed decision-making. Strong understanding of financial services environments with awareness of risk management, compliance standards, and operational accuracy. Experienced in analyzing KPIs and maintaining confidentiality in high-volume settings. Currently preparing for the Investment Funds in Canada (IFC) certification and seeking to transition into a client advisory role within retail banking and financial services.