Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dylan Reichert

Saskatoon,SK

Summary

Ambitious professional well-versed in managing diverse client needs effectively. Several years experience managing grocery departments and building relationships with vendors and clients

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

Scotiabank
07.2023 - Current
  • Met with clients to discuss Long-term and short-term investment goals to devise personalized financial plans.

Financial Advisor

TD
10.2021 - 07.2023
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.

Banking Advisor

RBC
07.2020 - 10.2021
  • Similar role to TD. Was opening bank accounts, credit applications and investing with personal and small business clients. Was seeing anywhere from 15-25 clients weekly.

Grocery Manager

Rosetown Coop
09.2017 - 12.2018
  • Managed over 10 staff members and made all hiring decisions.
  • Worked with Vendors to help merchandise and order appropriate products for the grocery department.

Grocery Manager

Superstore
04.2016 - 09.2017

Similar role to Co-op Manager job Just a larger staff( About 30 people)

Education

Finance Diploma - Finance

Saskatchewan Polytechnic
Moose Jaw, Saskatchewan
05.2020

Skills

  • Communication skills
  • Critical thinking
  • Self-Motivated
  • Developing New Business
  • Performance improvement
  • Client Service

Certification

  • Investment funds in Canada , CSI - July 31st 2020

Timeline

Senior Financial Advisor

Scotiabank
07.2023 - Current

Financial Advisor

TD
10.2021 - 07.2023

Banking Advisor

RBC
07.2020 - 10.2021

Grocery Manager

Rosetown Coop
09.2017 - 12.2018

Grocery Manager

Superstore
04.2016 - 09.2017

Finance Diploma - Finance

Saskatchewan Polytechnic
Dylan Reichert