Deborah MacDonald
Dunnville,ON
Summary
Experienced with financial planning, investment strategies, and client relations. Utilizes analytical skills and strategic thinking to provide tailored financial solutions. Skilled in risk management, ensuring high standards and effective outcomes. Reliable team collaborator, adaptable to changing needs, and dedicated to achieving organizational goals.
Overview
10
10
years of professional experience
Work History
Financial Consultant
MD Management
03.2018 - Current
- Facilitate financial literacy workshops, empowering clients with knowledge to make informed decisions.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitate new client onboarding process and investment account setup
- Develop comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provide ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Analyze clients'' risk tolerance levels to develop customized investment portfolios using portfolio diversification strategies.
- Implement tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Collaborate with legal and tax professionals to offer comprehensive financial planning services.
- Expand client base through targeted marketing efforts and referrals from satisfied customers.
- Build strong relationships with clients through consistent communication and exceptional customer service.
- Ensure compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborate with team members to streamline processes and improve overall client experience while minimizing risk.
- Identify opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Manage time efficiently in order to complete all tasks within deadlines.
Client Assistant
MD Management
01.2015 - 03.2018
- Served as a primary point of contact for clients to resolve complex issues, demonstrating a thorough understanding of company policies and procedures while managing expectations and ensuring streamlined communications.
- Improved operational efficiency by maintaining organized records of client interactions and updating databases as needed, allowing for seamless handoffs between team members.
- Adapted quickly to changing industry trends & internal processes—ensuring a seamless client experience.
- Managed multiple tasks simultaneously while consistently meeting deadlines and maintaining attention to detail.
- Facilitated smooth transactions for clients by accurately processing paperwork and coordinating with internal departments.
- Streamlined office processes for increased efficiency.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
Education
WME - Wealth Management
Canadian Securities Institute
Toronto, ON11.2019
LLQP - Life, Accident And Sickness Insurance
Durham College
Oshawa, ON10.2019
CPH - Conduct And Practices Handbook
Canadian Securities Institute
Toronto, ON03.2019
New Entrants Exam (CSC) - Renewal of CSC
Canadian Securities Institue
Toronto12.2015
CSC - Canadian Securities
Canadian Securities Institute
Toronto, ON05.2008
Skills
- Investment advice
- Wealth Management
- Cash Flow Forecasting
- Asset Allocation
- Debt management
- Tax planning
- Client Relations
- Process Improvement
- Relationship building and management
- Pipeline Management
- Account Performance Reviews
- Investment Management
- Mutual funds understanding
- Financial goal setting
- Managing wealth
- Developing financial plans
- Analytical Thinking
- Know Your Client
Languages
English
Native or Bilingual
Timeline
Financial Consultant
MD Management
03.2018 - Current
Client Assistant
MD Management
01.2015 - 03.2018
WME - Wealth Management
Canadian Securities Institute
LLQP - Life, Accident And Sickness Insurance
Durham College
CPH - Conduct And Practices Handbook
Canadian Securities Institute
New Entrants Exam (CSC) - Renewal of CSC
Canadian Securities Institue
CSC - Canadian Securities
Canadian Securities Institute
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