Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Cindy Sawras

Burlington

Summary

Recently I successfully completed the Mortgage Agent 1 course, and I'm excited to provide well constructed mortgages as a Mortgage Agent.

I have solid experience in the industry, using critical thinking and creative problem-solving to help clients with their financial strategies. I'm all about effective asset allocation and budgeting, and I love building strong relationships with clients to make sure they can make informed decisions. My goal is to consistently provide outstanding service and help clients reach their financial milestones through thorough analysis and proactive support.

I'm a hands-on person who navigates mortgage applications with ease and enjoys tackling challenges head-on. My problem-solving skills and proactive attitude shine when tackling new tasks. I'm known for being adaptable, creative, and focused on getting results. I'm eager to make a positive impact and help drive success for the team!


Overview

38
38
years of professional experience
1
1
Certification

Work History

Investment Advisor

Self Employed
12.2017 - Current
  • Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation tailored to individual financial goals.
  • Studied financial documents to identify potential areas needing improvement helping clients to make informed decisions about their financial future.
  • Assisted clients with budgeting to build strategies for reducing debt and maximizing savings.
  • Developed and maintained strong relationships with clients through educating them on potential risks and rewards associated with various strategies

Customer Service Representative

LCBO
03.2001 - 12.2017
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Resolved customer issues with empathy restoring confidence in company's commitment to service excellence.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Participated in training programs to enhance product knowledge and customer service skills.

Account Manager

RBC Royal Bank
09.1987 - 09.2007


  • Established long term customer relationships by providing exceptional customer service and anticipating client needs.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Established clear communication channels with internal teams, ensuring seamless execution of advancing loans and mortgages.
  • Developed customized account plans for clients to help them achieve their personal financial goals.

Education

No Degree - WSET Level 2

Wine And Spirit Education Trust
Guelph, ON
01-2015

No Degree - Registered Retirement Consultant

Canadian Institute of Financial Planning
Burlington, ON
07-2013

No Degree - LLQP

ADVOCIS
Toronto, ON
02-2008

Skills

  • Critical thinking abilities
  • Innovative problem-solving
  • Clear and concise communication
  • Customer Service-oriented
  • Proactive work ethic
  • Analytical thinking
  • Thoroughness in tasks
  • Creative problem-solving
  • Forward-thinking
  • Approachable professional attitude
  • Due diligence

Languages

English

Certification

  • Licensed LLQP since February 2008
  • Licensed CIFP Registered Retirement Consultant since July 2013


Timeline

Investment Advisor

Self Employed
12.2017 - Current

Customer Service Representative

LCBO
03.2001 - 12.2017

Account Manager

RBC Royal Bank
09.1987 - 09.2007

No Degree - WSET Level 2

Wine And Spirit Education Trust

No Degree - Registered Retirement Consultant

Canadian Institute of Financial Planning

No Degree - LLQP

ADVOCIS

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Cindy Sawras