Summary
Overview
Work History
Education
Skills
Languages
Volunteer Work
Timeline
Generic
EMILY SIEMENS

EMILY SIEMENS

Langley,BC

Summary

Energetic self starter with a sunny disposition, currently seeking a new employment opportunity where I can harness my innate talents to become an asset to an organization. I carry several years of experience in both the hospitality industry as well as financial services industry, along with a host of volunteer positions.

Overview

11
11
years of professional experience

Work History

E-Commerce Coordinator/Tasting Room Associate

Township 7 Vineyards And Winery
06.2022 - Current
  • Perform informed and passionate wine tastings for guests in an extremely high volume tasting room.
  • Help guests to make informed decisions on wine purchasing, constantly tailoring my approach depending on the guest to consistently convert them into purchasing/repeat customers.
  • Oversee all online sales and e-mail marketing for the company.

Entrepreneur

E Commerce
06.2020 - Current
  • Currently run my own e commerce business where I sell physical products online
  • Day to day duties including shipping and logistics, negotiations, customer service, market research, advertising, etc.

Associate Advisor

Sun Life Financial
07.2020 - 12.2021
  • Assisted a senior advisor in servicing his book of over 1800 clients and 35 million+ AUM, with a strong focus on retirement planning.
  • Contributed to strong client retention through day to day service and administration work as well as making sales, always with an emphasis on relationship building. I did this while continuing to bring new business in, as well as service my own existing clients.

Associate Advisor

Sun Life Financial
03.2018 - 07.2020
  • Assisted a senior advisor in servicing his book of over 1000 clients and 13 million+ AUM.
  • Contributed to strong client retention through day to day service and administration work as well as making sales, always with an emphasis on relationship building. I did this while continuing to bring new business in, as well as service my own existing clients.

Advisor

Sun Life Financial
09.2014 - 03.2018
  • I built holistic financial plans for my clients through a combination of insurance and investment strategies, with relationships and building trust always at the forefront of my work.

Server

Rendezvous Restaurant
09.2012 - 09.2014
  • Contributed to successful day to day operations of restaurant by providing consistently professional and thorough service to customers, many of them repeat customers
  • Wore many hats - duties included serving, bartending, inventory, and delegating.

Education

WSET Level 1 -

Fine Vintage
2022

Mutual Funds License, Canadian Investment Funds Course -

CIFC
2016

Insurance License (LLQP), Insurance Council of BC -

Insurance Council of BC
2014

High School Diploma -

Mennonite Educational Institute
2009

Skills

  • Collaborative team player
  • Highly responsible and reliable
  • Extremely organized and detail oriented
  • Quick learner
  • Relationship builder

Languages

English
Native or Bilingual
Chinese (Mandarin)
Limited Working

Volunteer Work

  • Treasurer - Board of Directors - Umoja Operation Compassion Society, Surrey

September 2018 — Present


In September of 2018, I joined the board of the organization that I had the pleasure of  volunteering with for the past 5 years prior. Umoja Operation Compassion society is a  non profit based in Surrey, BC, whose main goal is to assist new immigrants and refugees  as they integrate into Canadian society. In addition to our local projects, we also oversee  operations in a community in rural Uganda, where I love spending time. This includes  a school, clinic, as well as a budding microfinance program for the local women in that  village. In my role as treasurer, I am in charge of overseeing monthly financial statements  for the non-profit and making sure that we are on track with our annual budget. 


  • Volunteer - Rwentutu Community Uganda, Kasese

April 2017 — Present


I have collectively spent 6 months on the ground in rural Uganda assisting on making  plans for socioeconomic improvements in the community that is overseen by the board  which I am a part of.  My time there is spent working alongside the administration at  the school to assist them in areas such as technological advancement and financial management.  I also work on a micro finance program with the local women of that  village, teaching them entrepreneurial skills, and also how to be more efficient stewards of their money.  Finally, I occassionally spearhead ad hoc development projects - most  recently was the construction of new latrines, as well as a water pump system which will bring running water to the village.   


  • Children's Program Mentor - Umoja Operation Compassion Society, Surrey

December 2013 — September 2018


In my role as a volunteer with the kids at Umoja Operation Compassion society, I assisted  new immigrants and refugees to Canada with integration into Canadian society.  This was  done through assisting children with their homework after school, helping with English  language and literacy schools, and encouraging socializing and development of new  friendships through social outings and field trips.

Timeline

E-Commerce Coordinator/Tasting Room Associate

Township 7 Vineyards And Winery
06.2022 - Current

Associate Advisor

Sun Life Financial
07.2020 - 12.2021

Entrepreneur

E Commerce
06.2020 - Current

Associate Advisor

Sun Life Financial
03.2018 - 07.2020

Advisor

Sun Life Financial
09.2014 - 03.2018

Server

Rendezvous Restaurant
09.2012 - 09.2014

WSET Level 1 -

Fine Vintage

Mutual Funds License, Canadian Investment Funds Course -

CIFC

Insurance License (LLQP), Insurance Council of BC -

Insurance Council of BC

High School Diploma -

Mennonite Educational Institute
EMILY SIEMENS