Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Donna Thomas

Shelburne,Canada

Summary

Enthusiastic financial services professional with a proven track record of effectively working with clients from diverse backgrounds and at all levels. Known for being friendly and personable, easily adapting to different situations and approaches. Expertise lies in the mortgage loan process, investments, and credit applications, providing comprehensive support and guidance to clients seeking financial solutions.

Overview

12
12
years of professional experience

Work History

Financial Advisor/Customer Experience Associate

Scotiabank
04.2022 - Current
  • Analyze and develop comprehensive financial plans aligned with clients' goals and preferences.
  • Successfully guide clients through the mortgage loan application process, ensuring policies and compliance are maintained and client expectations are met.
  • Actively listen and help clients understand the options best suited to their individual situation.
  • Effectively manage my daily agenda including preparation, follow up and detailed recordings of each client interaction.
  • Sensitively handle complaint management and problem solving with an unbiased, empathetic approach.
  • Competent in opening bank accounts, joining accounts and combining profiles.
  • Efficiently process day to day, borrowing and investment transactions.
  • Listen for and seek out opportunities to promote products and solutions that bring value to the customer and the business.
  • Humbled to be our branch Spark Representative, a team initiative to contribute charitable donations.
  • Technically skilled, able to assist and demonstrate online banking to our clients.
  • Willingness to learn, seek out knowledge/answers from business resources and team members.
  • Actively share best practice and knowledge gained with team members.
  • Delight in building customer relationships, instilling confidence and trust.

Educational Assistant

Halton District School Board
09.2019 - 01.2022
  • Initiate positive interaction to help shape a comfortable, open-minded, respectful rapport.
  • Observe individuals to enable a better understanding of their learning style and behavioural support needs.
  • Redirect inappropriate behaviours to more acceptable actions and expressions.
  • Encourage self-help skills to attain more independence.
  • Create visual schedules for students and make use of emotion cards to provide a more structured, predictable day with less anxiety.
  • Assist students individually with academic challenges.
  • Develop communication and social skills through inclusive activities, prompting polite conversation and positive reinforcement.
  • Aid teachers and colleagues with day-to-day tasks and necessary coverage.

Caregiver

Thistlecreek Health Care Ltd.
05.2018 - 01.2022
  • Manage behaviour disorders such as anxiety psychosis, agitation, aggression, dis-inhibition, by staying calm, speaking slowly, being patient, supporting a routine and communicating simply and clearly.
  • Promote a sense of self-confidence through coaching, socialisation and self-awareness.
  • Create trust and mutual respect to aid dignity while maintaining a relaxed, trusting atmosphere.
  • Provide physical assistance, maintaining safe mental and physical limitations.
  • Detailed observations are documented in daily written reports.

Home Daycare Provider

Little Munchkies
12.2012 - 08.2019
  • Created an environment that promotes interest, receptive/expressive learning and pure enjoyment
  • Managed and modified challenging/interfering behaviours to positively integrate children into their natural environments
  • Built and maintained good rapport and trusting relationships with the children and their parents
  • Initiated and promoted higher-learning preschool academic attributes
  • Developed children's self-help skills

Education

Certificate - Mortgage Lending Program

Canadian Institute of Financial Planning
Online
10-2024

Business Marketing Diploma -

Fanshawe College
London, ON
08.2000

School Based Support Program -

Mohawk College
Hamilton, ON

Skills

    Personal Skills

  • Passionate/Trustworthy
  • Relationship building and management
  • Accountable
  • Analytical thinking
  • Conscientious
  • Adaptable/Creative
  • Empathetic
  • Proactive Self-Achiever
  • Optimistic/Enthusiastic
  • Resilient
  • Reliable/Dedicated

    • Technical Skills

  • Salesforce
  • Banking software
  • Microsoft Excel
  • PowerPoint
  • Word
  • Outlook
  • Microsoft Teams

Accomplishments

  • IFSE Institute - Mutual Fund License
  • Joint Health and Safety Committee Part 1 Certificate
  • Behaviour Management Systems trained

Languages

English
Full Professional

Timeline

Financial Advisor/Customer Experience Associate

Scotiabank
04.2022 - Current

Educational Assistant

Halton District School Board
09.2019 - 01.2022

Caregiver

Thistlecreek Health Care Ltd.
05.2018 - 01.2022

Home Daycare Provider

Little Munchkies
12.2012 - 08.2019

Business Marketing Diploma -

Fanshawe College

Certificate - Mortgage Lending Program

Canadian Institute of Financial Planning

School Based Support Program -

Mohawk College

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Donna Thomas