Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Cherylann Blaikie

Coquitlam,BC

Summary

Hardworking Sales Associate committed to driving high sales in both slow and busy shifts. Organized and patient individual polished in handling customer complaints and replenishing stock. Flexible and outgoing team player commended for demonstrating honesty and integrity with customers, team members and supervisors.

Overview

2026
2026
years of professional experience

Work History

Financial Advisor

Self
Port Coquitlam, British Columbia
06.1999 - 05.2025
  • Developed customized financial plans for clients based on individual goals.
  • Built strong client relationships through effective communication and trust-building.
  • Assisted clients with retirement planning and wealth accumulation strategies.
  • Collaborated with tax and estate planning professionals for comprehensive solutions.
  • Utilized financial software to manage client accounts and track investments.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

Sales Associate

Kings Art Gallery
Coquitlam and Burnaby, BC
03.1999 - 12.2002
  • Assisted customers with art selection and purchase decisions.
  • Processed sales transactions accurately using point-of-sale systems.
  • Managed inventory levels and replenished stock as needed.
  • Handled customer inquiries and resolved issues promptly and professionally.
  • Maintained cleanliness of store environment including floors, windows, displays.

Sales Associate and Cashier

Leone
Vancouver, British Columbia
  • Assisted customers in product selection and provided exceptional service.
  • Managed inventory levels and restocked shelves as needed.
  • Operated point-of-sale systems efficiently during transactions.
  • Trained new associates on sales techniques and store policies.

Education

Branch Manager Designation - Branch Management

Canadian Securities Institute
Toronto, ON
05-2009

Professional Financial Planner - Financial Planning

Canadian Securities Institute
Toronto, ON
07-2005

Life Advisor Level 2 - Life Insurance

Insurance Council of BC
Vancouver, BC
07-2004

Life Insurance Level 1 - Life Insurance

Insurance Council of BC
Vancouver
03-2003

Conduct And Practices Certificate - Compliance

Canadian Securities Institute
Toronto, ON
08-2001

Canadian Securities Course Certificate - Finance

Canadian Securities Institute
Toronto, ON
03-2001

Skills

  • Strong communication skills
  • Customer service
  • Ability to handle client concerns with sensitivity and efficiency
  • Ability to multitask
  • thrive in a fast-paced environment
  • Inventory management
  • Transaction processing

Affiliations

I have a deep love for all animals and enjoy spending time with my four horses, two llamas two cats and dog.

Timeline

Financial Advisor

Self
06.1999 - 05.2025

Sales Associate

Kings Art Gallery
03.1999 - 12.2002

Sales Associate and Cashier

Leone

Branch Manager Designation - Branch Management

Canadian Securities Institute

Professional Financial Planner - Financial Planning

Canadian Securities Institute

Life Advisor Level 2 - Life Insurance

Insurance Council of BC

Life Insurance Level 1 - Life Insurance

Insurance Council of BC

Conduct And Practices Certificate - Compliance

Canadian Securities Institute

Canadian Securities Course Certificate - Finance

Canadian Securities Institute
Cherylann Blaikie