Open To Work
Crystal Clark
Quinte West,Canada
Summary
Dynamic professional with over 15 years of experience in business operations, financial consulting, and client-focused leadership, dedicated to empowering individuals through financial literacy and equitable access to opportunities. A unique blend of financial expertise and social service skills—including psychology, psychopathology, and family dynamics—provides a deep understanding of diverse community needs. Proven track record in mortgage and lending services, payroll and benefits administration, executive support, and community engagement underscores a commitment to operational excellence. Tech-savvy and adaptable, with credentials in crisis intervention and ESL instruction, ensuring a human-centered approach to every initiative.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Banking Advisor
Alterna Savings Credit Union
03.2023 - 07.2025
- Resolving complaints, risk assessments, and providing human relations support
- Administering compliance with regulations and community engagement initiatives
- Participates in interviews and acts as manager in the absence of the Branch Manager
- Specialized in attracting and servicing high net worth clientele, contributing to increased AUM (assets under management).
- Build a robust pipeline of high value clients through referrals networking, and expect consultation.
- Balanced business development with operational excellence by identifying growth opportunities while maintaining seamless client service and reporting standards
Financial Service Representative II
CIBC
10.2018 - 03.2023
- Personal and business banking, mortgage services, and lending products
- Strong customer relations, high accuracy, debt management, and business development
- Administered various client services, ensuring high-level performance and adherence to compliance.
- Increased sales targets year after year
- Marketing and outreach activities
- Proficient in Microsoft Office Home and business
Owner / Operator
Global Financial
11.2016 - 10.2018
- Managed payroll, pension, and benefits administration for employees
- Designed and implemented employee compensation and benefits programs, including life insurance and disability plans.
- Administered pension plan enrollment and ensured accurate contribution management.
- Processed payroll, ensuring compliance with regulations and accuracy.
- Led recruitment, staff training, and development, including HR support and employee relations.
- Managed estate planning and financial advising for clients.
- Oversaw data processing and maintained accurate financial records for the business.
Financial Consultant
Investors Group Financial Services
04.2014 - 11.2016
- Provided financial planning and advisory services, including investment analysis and risk assessments.
- Ensured compliance with industry regulations and delivered personalized financial advice.
- Develop customized financial plans that include budgeting, saving, investing, insurance, and retirement planning
- Strong analytical and decision-making skills
Education
Diploma -
TriOS College
Oshawa, ONCollege certificate - Human Relations
Loyalist College
Belleville, ONSkills
- Proficient in financial literacy training
- Administrative support expertise
- Compensation management
- Mortgage financing solutions
- Program development
- Psychological practice focus
- Threat analysis and response planning
- Nonprofit sector expertise
- Staff development
- Proven track record in fundraising initiatives
- Strategic program execution
- Strong flexibility skills
- Experience with Microsoft Project
- Proficient in prioritizing tasks
- Skilled in candidate sourcing and selection
- Network infrastructure management
Languages
English
Full Professional
Certification
- First Aid & CPR June 2025 to June 2028
- Canadian Investment Funds Course
- RESP Licensed
- Branch Managers’ Examination Course
- Fundamentals of Health and Social Care
- Nonviolent Crisis Intervention (NVCI)
- Medication Training Certificate
Personal Details
- Highest Level of Education: DCS / DEC
- Total years of experience: 3
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill