Bobbi Scheck
Salmon Arm
Summary
Financial professional with solid foundation in wealth management and client financial planning. Adept at developing customized investment strategies and providing sound financial advice. Known for fostering collaborative team environments and consistently achieving client satisfaction.
Overview
28
28
years of professional experience
Work History
Senior Financial Advisor
SASCU
01.2025 - Current
- Analyzed clients' financial needs to provide tailored investment solutions.
- Developed comprehensive financial plans to achieve client goals and objectives.
- Educated clients on various investment strategies and market trends.
- Monitored portfolio performance, making adjustments based on market conditions.
- Evaluated borrower financial information to determine loan eligibility and risk assessment.
- Developed strong relationships with clients through effective communication and support.
- Collaborated with underwriting teams to streamline approval processes and enhance turnaround times.
Personal Banker
TD Bank
11.2022 - 12.2024
- Assisted clients with account openings and inquiries, ensuring a seamless onboarding experience.
- Processed transactions accurately, maintaining compliance with banking policies and regulations.
- Educated customers on product offerings, enhancing their financial literacy and service utilization.
- Resolved customer issues promptly, improving overall satisfaction and loyalty to the bank.
- Assisted clients in understanding mortgage products and options available to them.
- Developed tailored investment strategies for diverse client portfolios.
Banking Advisor
RBC Royal Bank
10.2021 - 11.2022
- Assisted clients in selecting financial products tailored to individual needs.
- Conducted thorough account reviews to ensure compliance with banking regulations.
- Provided expert guidance on investment strategies and savings plans.
- Streamlined customer onboarding process, enhancing efficiency and client satisfaction.
Investment and Retirement Associate
RBC Royal Bank
03.2018 - 10.2021
- Managed documentation processes, ensuring compliance with organizational standards and policies.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Exceeded sales targets consistently by employing strategic selling techniques and building long-lasting relationships with clients.
Project Associate
Dalma Energy
02.2013 - 10.2016
- Coordinated project timelines and deliverables, ensuring alignment with stakeholder expectations.
- Managed documentation processes, maintaining accuracy across project records and communications.
- Developed project plans, identifying key milestones and resource allocations for successful execution.
- Facilitated team meetings to drive collaboration and address project challenges effectively
- Streamlined recruitment processes, reducing time-to-fill for critical roles.
- Conducted regular performance evaluations, providing constructive feedback to employees and management.
- Managed employee relations issues, fostering an environment of open communication and conflict resolution.
Owner/Operator
Dark Energy Injection
06.2007 - 12.2012
- Oversaw daily operations, ensuring efficient workflow and high-quality service delivery.
- Developed and implemented strategic marketing initiatives to increase brand awareness and customer engagement.
- Managed financial budgeting, forecasting, and reporting, optimizing resource allocation for profitability.
- Cultivated relationships with suppliers and vendors, negotiating contracts to enhance service offerings.
- Developed and implemented targeted recruitment strategies to attract top talent across diverse industries.
Court Clerk
Ministry of Attorney General
07.1997 - 06.2007
- Processed court documents and maintained accurate case files to ensure compliance with legal standards.
- Coordinated scheduling of court hearings, optimizing courtroom utilization and minimizing delays.
- Assisted judges by preparing dockets and summarizing case information for efficient proceedings.
- Managed public inquiries regarding case statuses and court procedures, ensuring clear communication.
Education
Financial Planning - Banking And Finance
Dalhousie University
Halifax, NS06-2025
Investment Funds in Canada - Finance
Canadian Securities Institute
Toronto10-2021
Legal Assitant - Law
University College of The Caribou
Kamloops06-2007
Professional Coaching Level 1&2 - Kinesiology
National Coaching Certification Program
Kamloops10-1996
Skills
- Verbal and written communication
- Client assessments
- Training and coaching
- Know your customer
- Client engagement
- Client service and support
Languages
English
Full Professional
Interests
- Yoga
- I participate in various sports activities for physical activity, camaraderie, and personal growth
- Mindfulness Practices
- Camping
- Hiking
Timeline
Senior Financial Advisor
SASCU
01.2025 - Current
Personal Banker
TD Bank
11.2022 - 12.2024
Banking Advisor
RBC Royal Bank
10.2021 - 11.2022
Investment and Retirement Associate
RBC Royal Bank
03.2018 - 10.2021
Project Associate
Dalma Energy
02.2013 - 10.2016
Owner/Operator
Dark Energy Injection
06.2007 - 12.2012
Court Clerk
Ministry of Attorney General
07.1997 - 06.2007
Financial Planning - Banking And Finance
Dalhousie University
Investment Funds in Canada - Finance
Canadian Securities Institute
Legal Assitant - Law
University College of The Caribou
Professional Coaching Level 1&2 - Kinesiology
National Coaching Certification Program