Daphne Belisario
Edmonton,Alberta
Summary
To seek and maintain full-time position that offers professional challenges utilizing administrative skills, interpersonal skills, customer service skills, time management and problem-solving skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Coordinator, Region Office Operations
IG Wealth Management
Permanent, Full-Time
05.2022 - Current
- Provide administrative duties and support to the Manager and Vice President of Region Office Operations
- Onboarding new members to the office, assist the Consultant network with system training, form information, office procedures, escalation support, and general inquiries
- Regularly coordinating with multiple departments and stakeholders to support smooth Region Office Operations
- Provide deskside assistance for consultants and their team members on Advisor Platform applications
- Offer direction and support to the Consultant network and their team on policies, procedures and available resources including offering training
- Reception duties including welcoming clients, managing incoming calls, and supply inventory management
- Mail and courier receipt, preparation, and distribution
- Meeting room arrangement, technology set-up, office equipment maintenance, and regular facilities review
Financial Advisor
Scotiabank
Permanent, Full-Time
01.2022 - 04.2022
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Owner and General Manager
Pig Out Korean BBQ, Wash N Dry, Coated Nail Spa
Permanent, Full-Time
06.2016 - 08.2021
- Managed day-to-day business operations.
- Brand building and Executed Marketing initiatives
- Trained and motivated employees to perform daily business functions.
- Evaluated suppliers to maintain cost controls and improve operations.
Treasury FX Sales Trader
Metropolitan Trust And Bank Company
Permanent, Full-Time
02.2015 - 12.2015
- Monitored and executed Foreign Exchange trade requirements and hedging contracts for clients
- Assessed hourly market conditions to look for hedge and arbitrage opportunities
- Planned and presented portfolio solutions after carefully analyzing client’s financial health and future requirements
- Disseminated substantial information about market movements and introduces investment options such as fixed income assets
Relationship Manager
Philippine Bank Of Communications
Permanent, Full-Time
06.2013 - 01.2015
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Education
Bachelor of Science in Finance - Banking And Finance
Ateneo De Davao University
Davao City, Philippines03.2013
Skills
- Planning and Coordination
- Customer Service
- Written Communication
- Verbal Communication
- MS Office and other Digital Applications
- Time Management
- Training and Development
Certification
- Canadian Investment Funds Course Exam Passer - 2022
Timeline
Coordinator, Region Office Operations
IG Wealth Management
05.2022 - Current
Financial Advisor
Scotiabank
01.2022 - 04.2022
Owner and General Manager
Pig Out Korean BBQ, Wash N Dry, Coated Nail Spa
06.2016 - 08.2021
Treasury FX Sales Trader
Metropolitan Trust And Bank Company
02.2015 - 12.2015
Relationship Manager
Philippine Bank Of Communications
06.2013 - 01.2015
Bachelor of Science in Finance - Banking And Finance
Ateneo De Davao University
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