Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Languages
Timeline
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Carla Gimber

Carla Gimber

Stavely,Alberta

Summary

Knowledgeable, loyal, employee with over twenty years at Scotia Wealth Management and a proven track record in managing branch operations and driving team performance. Successfully implemented process improvements and training initiatives that enhanced satisfaction and operational efficiency. Demonstrated leadership and problem-solving skills, consistently fostering collaborative work environment.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Training Design Specialist

Scotia Wealth Management
03.2023 - Current
  • Responsible for the design, development, implementation and maintenance of new and existing education materials to support the successful implementation of Scotia Wealth Management's Practice Excellence initiatives
  • Lead designer for two programs; Total Wealth Analyzer and Scotia OnLine
  • Provide training and support mechanisms to drive end-user competency, knowledge transfer and behaviors
  • Support the sustained effectiveness of training solutions
  • Develop and maintain digital system expertise
  • Act as a digital transformation advocate

Regional Field Representative

Scotia Wealth Management
07.2013 - 03.2023
  • Key role in successful delivery of large-scale adoption of technology with the implementation of a new customer relationship management system, new trading platform and new client facing reporting software
  • Built trusting relationships with hundreds of employees across the country to better understand impact of new technology to their business and their team
  • Provided applicable and helpful tips and new processes to become more efficient with each new technology platform
  • Maintaining "open door" relationships to receive and incorporate valuable feedback and recommendations for improvements
  • Delivering skills, learning materials, and new launch training as well as new hire onboarding training.
  • Managed ongoing learning initiatives, troubleshooting and updating of training materials
  • Provided feedback on training materials and process, with solutions for improvement
  • Assessed local organizational needs for the purpose of the design, implementation, and evaluation of skills and training for current and future projects.
  • Served as a strategic partner to their respective Business Unit to coordinate the successful learning and implementation of new systems and processes
  • Delivered training and content for twelve new technology platforms across the country through a combination of boardroom facilitation, desk side one-on-one instruction, team meetings, online webinars and recorded videos

Branch Administrator

Scotia Wealth Management
10.2007 - 07.2013
  • Assisted in all aspects of the management in an investment branch with over 25 employees and three sub branches
  • Ensured a high level of client service is delivered across all teams consistently
  • Stayed current and communicate Compliance and Regulatory processes/changes
  • Excelled as a change manager within the Branch through all roles from Reception to Advisor Team.
  • Onboarded new employees, teams and their book of business
  • Coached staff towards success with Performance Goals, including regular check ins and final review
  • Managed conflict resolution
  • Facilitated cost savings/ efficient budget management
  • Assisted the Branch Manager with managing revenue above $8MM
  • Provided leadership and direction on a daily basis

Senior Associate

Scotia Wealth Management
03.2006 - 10.2007
  • Identified new business opportunities to gather additional assets and/or increase revenue
  • Utilized in-depth knowledge of products and services to identify new opportunities
  • Analyzed, and presented reports and recommendations to clients

Administrative Associate

Scotia Wealth Management
06.2005 - 03.2006
  • Managed the execution of transactions on behalf of the Advisor while ensuring non-solicited trades met the client risk tolerance
  • Ensured a high level of client service at all times
  • Prepared reports
  • Developed and distributed client communication and marketing pieces
  • Managed marketing programs, including development, approvals and implementation

Branch Operations Associate

Scotia Wealth Management
06.2004 - 06.2005
  • Processed deposits or cash and securities and prepared the daily deposits
  • Enter trades and trade corrections as needed
  • Supported reception
  • Developed an in depth training guide

Education

Bachelor of General Studies - Finance

Athabasca University
Athabasca, AB
2024

Canadian Securities Courses -

Canadian Securities Institute
Toronto, ON
2010

Skills

  • Team development, education and training delivery
  • Branch operations management, processes and efficiencies
  • Effective communication, organization and
  • Regulatory compliance monitoring and policy

Certification

University of Alberta Indigenous Canada Course

Canadian College of Educators Certificate in Adult Education

University of Calgary ASBA Trustees Program

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages

English
Bilingual or Proficient (C2)
French
Bilingual or Proficient (C2)
German
Beginner (A1)
Spanish
Beginner (A1)

Timeline

Training Design Specialist

Scotia Wealth Management
03.2023 - Current

Regional Field Representative

Scotia Wealth Management
07.2013 - 03.2023

Branch Administrator

Scotia Wealth Management
10.2007 - 07.2013

Senior Associate

Scotia Wealth Management
03.2006 - 10.2007

Administrative Associate

Scotia Wealth Management
06.2005 - 03.2006

Branch Operations Associate

Scotia Wealth Management
06.2004 - 06.2005

Bachelor of General Studies - Finance

Athabasca University

Canadian Securities Courses -

Canadian Securities Institute

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Carla Gimber