Camilo Diaz
London,Canada
Summary
Experienced professional with solid background in foodservice. Offers excellent track record of tackling various tasks to support kitchen and wait staff. Demonstrates genuine hospitality to establish rapport with patrons and deliver memorable experiences.
Overview
16
16
years of professional experience
Work History
Financial Services Representative
Canada Life
07.2024 - Current
- Co-ordinating and finalizing market comparisons, new sale documents and client deliverables for Retirement applications between client and carrier representative.
- Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs.
- Work with high network clients, review Registered and Non registered open new plans: RSP/RIF/LIF/RSP/SRIF/SRSP.
- Assigned up to 10 active new business implementations (RTMT).
- Maintain a high level awareness of overall market trends to assist with retirement reporting.
Senior Associate (Investment)
Scotia Mcleod - Scotia Wealth Management
09.2022 - 07.2024
- Build strong professional relationships that led to increased revenue by collaborating with Financial Advisor to assist group of clients annual reviews and regulations.
- Work with high network clients, review Registered and Non registered plans, open new plans: RSP/RIF/LIF/RSP/SRIF/SRSP, follow up with compliance department to make sure plan is in order.
- Daily high volume trading in the stock market.
- Prepare client files for meetings.
- Handle trading related escalations and issues.
- First 6 months brought 1 million in assets with current clients.
- Prepare financial planning, asset management, investments strategies fixed income strategies to help clients meet their needs financially.
- Maintain relationship with clients, review plan, process withdrawals, up ce with beneficiaries while being responsible for ensuring the team's compliance with regulations, policies and procedures.
- Follow up with other financial institutions to bring assets to Advisor book value portfolio.
- Analyzed market trends and provided insights for informed decision-making.
- Facilitated client meetings to discuss financial goals and investment options.
Server
Bellamere Winery And Event Centre
London, Ontario
01.2020 - 11.2023
- Provided exceptional customer service to enhance dining experience.
- Managed customer complaints with professionalism and empathy.
- Provided excellent customer service to ensure satisfaction.
- Communicated effectively with kitchen staff regarding customer allergies or special requests.
- Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations.
- Followed health safety guidelines when preparing and serving food products.
Server
WOOD 35
Montreal, Quebec
03.2016 - 08.2017
- Provided exceptional customer service to enhance dining experience.
- Assisted in menu recommendations and answered guest inquiries.
- Took accurate food and drink orders for efficient service.
- Collaborated with kitchen staff to ensure timely order delivery.
- Maintained cleanliness of dining area and organized table settings.
- Processed payments and handled cash transactions accurately.
Server
One Restaurant Lounge
London, Ontario
02.2010 - 06.2013
- Provided exceptional customer service to enhance dining experience.
- Assisted in menu recommendations and answered guest inquiries.
- Took accurate food and drink orders for efficient service.
- Collaborated with kitchen staff to ensure timely order delivery.
- Maintained cleanliness of dining area and organized table settings.
Education
Smart Serve Certified (Ontario)
London, ON08-2025
Postgraduate Certificate - Human Resources Management
Fanshawe College
01.2014
Independent French Courses -
Concordia Univesity
01.2013
Diploma - Financial Planning
Fanshawe College
01.2011
Diploma - Business Management
Fanshawe College
01.2009
Skills
- Service quality delivery
- Collaborative teamwork
- Hospitality service expertise
- Dining customer service
- Table setting arrangements
- Team member support
- Upselling techniques
- Guest engagement
- Clear communication skills
- Proactive guest engagement
- Multitasking under pressure
Languages
- English
- Spanish
- French
Timeline
Financial Services Representative
Canada Life
07.2024 - Current
Senior Associate (Investment)
Scotia Mcleod - Scotia Wealth Management
09.2022 - 07.2024
Server
Bellamere Winery And Event Centre
01.2020 - 11.2023
Server
WOOD 35
03.2016 - 08.2017
Server
One Restaurant Lounge
02.2010 - 06.2013
Smart Serve Certified (Ontario)
Postgraduate Certificate - Human Resources Management
Fanshawe College
Independent French Courses -
Concordia Univesity
Diploma - Financial Planning
Fanshawe College
Diploma - Business Management
Fanshawe College
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