Debbie LaFleur
Summary
Knowledgeable Investment Specialist with extensive understanding of sectors and account management. Successful at planning large-scale investments and accurate advising. Committed to increasing profits and long-term client relationships.
Overview
13
13
years of professional experience
107
107
years of post-secondary education
Work History
Investment Specialist
Meridian Credit Union
London
06.2021 - Current
- Provided expert guidance on investment options tailored to client needs.
- Analyzed investment portfolios to identify growth opportunities for clients.
- Collaborated with team to develop strategic investment plans that aligned with client objectives.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Identified client needs to create tailored financial planning strategies.
- Educated clients on market trends and investment strategies effectively.
- Built strong relationships with clients through excellent communication skills.
- Ensured compliance with regulatory guidelines in all aspects of investment activities.
Senior Financial Advisor
Scotiabank
London
05.2013 - 06.2021
- Advised clients on investment strategies and financial planning solutions, enhancing their financial literacy and confidence.
- Developed comprehensive financial plans tailored to client needs and goals.
- Managed client relationships through regular communication and ongoing support, fostering long-term trust and satisfaction.
- Educated clients on financial products, services, and market conditions.
- Oversaw compliance with regulatory requirements in all financial transactions, ensuring integrity and client protection.
Education
Mutual Fund - Investment Fund of Canada
Canadian Security Institute
London, ON 06.2013 - 06.2026
Advanced Financial Planning Course - Financial Planning
The Canadian Institute of Financial Planning
06.2018 - 06.2026
Canadian Securities Course IROC - CSC
Canadian Securities Institute
01.1989 - 06.2026
Financial Service Advice - Financial Sales Advice
Canadian Securities Institute
06.2013 - 06.2026
Financial Planning 1 Course - Financial Planning
Canadian Securities Institute
06.2013 - 06.2026
Financial Planning 2 - Financial Planning 2
Canadian Securities Institute
01.2020 - 06.2026
Options Licensed - Options
Canadian Securities Intstitute
Vancouver 06.1989 - 01.2005
Skills
- Investment strategies
- Investment analysis
- Portfolio management
- Financial analysis
- Financial planning
- Portfolio managemente
- Client relationship management
- Portfolio management
- Effective communication
- Asset allocation
- Retirement planning
- Mutual funds
- Fixed income analysis
- Investment performance analysis
Timeline
Investment Specialist
Meridian Credit Union
06.2021 - Current
Financial Planning 2 - Financial Planning 2
Canadian Securities Institute
01.2020 - 06.2026
Advanced Financial Planning Course - Financial Planning
The Canadian Institute of Financial Planning
06.2018 - 06.2026
Mutual Fund - Investment Fund of Canada
Canadian Security Institute
06.2013 - 06.2026
Financial Service Advice - Financial Sales Advice
Canadian Securities Institute
06.2013 - 06.2026
Financial Planning 1 Course - Financial Planning
Canadian Securities Institute
06.2013 - 06.2026
Senior Financial Advisor
Scotiabank
05.2013 - 06.2021
Options Licensed - Options
Canadian Securities Intstitute
06.1989 - 01.2005
Canadian Securities Course IROC - CSC
Canadian Securities Institute
01.1989 - 06.2026