Christien Cormier
Shediac,NB
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Over 7 years experience as a wealth management advisor plus 2 years as a sales director. I've been currently working as a wealth management advisor at UNI financial cooperation in Shediac NB.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Wealth Management Advisor
UNI Financial Cooperation
Shediac, NB
12.2022 - Current
- Provided financial advice to clients based on their individual needs and goals.
- Developed customized strategies for wealth management, asset allocation, portfolio diversification, and risk management.
- Monitored market conditions and identified potential opportunities for clients' portfolios.
- Advised clients on retirement planning, tax optimization strategies, estate planning, insurance coverage, education funding options.
Financial Advisor
Sunlife Financial, Remi Bergeron Financial Solutions
, NB
01.2020 - 01.2022
- Took over a large block of business of francophone clients
- Financial Planning, wealth management, retirement planning, life & health insurance products
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Provided recommendations for education funding, estate planning and insurance gap analysis.
Sales Director
Sunlife Financial
Moncton, NB
04.2018 - 01.2020
- Recruiting , hiring & training new advisors
- New advisor mentoring
- Boosted team morale and overall sales volume by creating employee incentive sales contests.
- Implemented CRM strategy to automate leads management.
- Oversaw management and implementation of new revenue strategies, sales initiatives and customer engagement tactics to increase market share.
- Maintained professional network of potential clients and business opportunities.
- Prepared sales production reports for senior management.
- Analyzed competitors' successes and failures, evaluating impact on market.
- Tracked monthly sales to generate reports for business development planning.
- Human Resource manager of the office.
Personal Banking Advisor
Banque National du Canada
Moncton, NB
06.2017 - 03.2018
- Advised customers on bank products, services and financial planning options.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Created and completed loan submission packages.
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
- Put together and executed loan documents.
- Clarified mortgage loan process details to educate borrowers.
- Reviewed financial data, pay stubs and credit history for borrowers to ascertain loan qualification.
Census Enumerator ( STUDENT )
Statistics Canada, Government of Canada
Moncton, NB
05.2016 - 08.2016
- Enumerate collective dwellings (hospitals, nursing homes, correctional facilities, etc.).
- Assisted people in filling out surveys and explained items on survey forms.
- Contacted people through telephone, email and in-person to obtain pertinent data.
- Double-checked information on survey forms or information pads to verify accuracy of information.
Administrative Clerk ( STUDENT )
Public Works, Shediac Pension Center
Shediac, NB
06.2015 - 08.2015
- Accounting and banking department
- Updated details in company database by keying in customer contacts and delivery dates.
- Oversaw invoicing and billing functions, achieving consistent and accurate payments.
- Developed and continuously improved digital filing and document management protocols.
Life Insurance Agent ( STUDENT )
SFL Partenaire de Desjardins, Sécurité financière, Dieppe
Moncton, NB
04.2014 - 12.2014
- Communicated with clients to understand needs and identify best policies for each case.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Offered policy guidance and management to promote asset protection.
Customer Service Agent ( STUDENT)
Minacs
Riverview, NB
04.2012 - 08.2013
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Managed high-volume of inbound and outbound customer calls.
- Reviewed files, records and other obtained documents to respond to customer requests.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
Landscaper
Beausejour Landscaping
Shediac , NB
04.2011 - 09.2011
- Cut and trimmed lawns using power mowers and edgers.
- Operated landscaping equipment to maintain grounds and remove trees.
Grocery Clerk
COOP
Shediac , NB
05.2005 - 12.2010
- Escorted customers to appropriate aisles or shelves to assist with purchasing decisions.
- Cleaned shelves and restocked with new inventory when products stock ran low.
- Answered questions and inquiries per shift regarding products, prices and availability.
- Identified and quickly handled spill clean-up.
- Contributed to front-end team success, assisting manager and co-workers with diverse daily tasks.
Education
BBA - Business Administration (Financial services Management
Université De Moncton
Moncton 04.2017
Financial Planning -
CCNB
Dieppe, NB06.2014
Marketing
CCNB
Dieppe, NB06.2013
High School Diploma -
Louis-J.-Robichaud High School
Shediac, NB06.2006
Skills
- Financial analysis & planning expert
- Deep understanding of financial regulations and concepts
- Sales Director in a financial office
- Debt and credit management
- Recruiting , hiring , coaching
- Mutual Fund Licensed
- LLQP Licensed
- Mortgage Associate License
- Branch Manager Course
- Punctual , motivated , team player
- Staffing and recruiting professional
- Training development
- Human resources operations
Certification
RIS ( 2023 ) , BM ( Branch Manager compliance course ) LLQP licensed (2018) Mutual Fund licensed (Canadian Securities Course) (2017) )(Advanced knowledge of CRM programs and Microsoft Office tools.
Timeline
Wealth Management Advisor
UNI Financial Cooperation
12.2022 - Current
Financial Advisor
Sunlife Financial, Remi Bergeron Financial Solutions
01.2020 - 01.2022
Sales Director
Sunlife Financial
04.2018 - 01.2020
Personal Banking Advisor
Banque National du Canada
06.2017 - 03.2018
Census Enumerator ( STUDENT )
Statistics Canada, Government of Canada
05.2016 - 08.2016
Administrative Clerk ( STUDENT )
Public Works, Shediac Pension Center
06.2015 - 08.2015
Life Insurance Agent ( STUDENT )
SFL Partenaire de Desjardins, Sécurité financière, Dieppe
04.2014 - 12.2014
Customer Service Agent ( STUDENT)
Minacs
04.2012 - 08.2013
Landscaper
Beausejour Landscaping
04.2011 - 09.2011
Grocery Clerk
COOP
05.2005 - 12.2010
BBA - Business Administration (Financial services Management
Université De Moncton
Financial Planning -
CCNB
Marketing
CCNB
High School Diploma -
Louis-J.-Robichaud High School
RIS ( 2023 ) , BM ( Branch Manager compliance course ) LLQP licensed (2018) Mutual Fund licensed (Canadian Securities Course) (2017) )(Advanced knowledge of CRM programs and Microsoft Office tools.
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