Charlene Joseph
Mississauga
Summary
I am a Financial Advisor with significant experience in financial planning, investment strategies, and client relationship building. Strong focus on team collaboration and achieving results with flexibility to adapt to changing needs. Skilled in portfolio management, risk assessment, and wealth preservation. Reliable and results-driven, with client-centric approach and excellent communication abilities.
Overview
4
4
years of professional experience
Work History
Associate Wealth Advisor
Novel Wealth
05.2025 - Current
- Maintained a high level of professionalism and provided excellent customer service to all company clients
Senior Financial Advisor
Scotiabank
10.2023 - 04.2025
- Analyzed clients' financial situations to provide personalized advice.
- Conducted regular portfolio reviews to ensure alignment with client goals.
- Guided debt management and reduction strategies.
- Utilized financial planning software to enhance efficiency in creating plans and projections.
- Monitored economic trends and their impact on financial markets.
- Assisted in the transition of assets during significant life events such as inheritance or divorce.
Customer Experience Lead
Scotiabank
03.2022 - 10.2023
- Led team meetings to communicate goals, progress, and expectations.
- Improved customer satisfaction rates through proactive problem-solving and service excellence.
- Addressed employee concerns and conflicts, fostering a positive work environment.
- Supervised staff recruitment, training, and development to build a high-performing team.
- Analyzed performance data to identify areas for improvement and implement strategic changes.
- Oversaw daily operations to ensure efficiency and productivity in the workplace.
Universal Banker
Scotiabank
03.2021 - 03.2022
- Utilized banking software to record transactions accurately and access customer account information swiftly.
- Educated customers on fraud prevention techniques to protect their accounts.
- Executed foreign currency exchanges and provided travellers with necessary financial services.
- Followed all bank security procedures to safeguard against theft or fraud.
Education
Economics
Queen's University
12.2019
Skills
- Sales proficiency
- Retirement planning
- Investment strategies
- Debt management
- Mutual funds expertise
- Customer service
- Attention to detail
- Time management
- Cash handling
Languages
English
Native or Bilingual
Timeline
Associate Wealth Advisor
Novel Wealth
05.2025 - Current
Senior Financial Advisor
Scotiabank
10.2023 - 04.2025
Customer Experience Lead
Scotiabank
03.2022 - 10.2023
Universal Banker
Scotiabank
03.2021 - 03.2022
Economics
Queen's University
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