Emily Youngblut
Hannon
Summary
- Highly Organized Strategic Thinker with an Attention to Detail
- 12+ Years of Financial Services Experience
- Successful Completion of the IFC, CSC and CPH Courses
- Graduate of Ryerson University with a Bachelor’s Degree in Sociology with a focus in Statistics
- Hardworking, Friendly Team Player
Overview
21
21
years of professional experience
Work History
Office Manager
MY HVAC Guy
03.2018 - Current
- Oversee all operational and regulatory aspects of MY HVAC guy
- Manage invoicing and inventory to ensure smooth and efficient operations
- Implement marketing and sales initiatives to drive business
Licensed Travel Agent
Starlight International Travel
02.2018 - Current
- Research, market, sell and plan incredible family vacations
- Specializing in all-inclusive resorts, cruise lines, Disney and Universal destinations
- Closely work with a range of travel suppliers to provide the best vacation options for any budget
Associate
RBC Dominion Securities
01.2015 - 07.2019
- Provided direct support to a Portfolio Manager and Wealth Advisor
- Serviced high net worth clientele while adhering to IIROC codes of conduct
- Managed day-to-day operations and logistical tasks that support the team's success
Financial Services Representative
TD Canada Trust
02.2007 - 01.2015
- Promoted and advised clients on TD Canada Trust and TD Investment Services products and services
- Worked with my clients to grow and manage their financial resources while meeting and exceeding my sales target
- Provided excellent client service with beneficial advice
Sales Assistant
TD Wealth Private Investment Advice
10.2013 - 10.2014
- Provided direct support to a team of Investment Advisors dealing with high net worth retail and corporate clients
- Prepared paperwork for new client accounts and transfers-in of assets
- Managed day-to-day operations and logistical tasks that supported the team's success
Intern
Ministry Of Citizenship And Immigration
05.2009 - 09.2009
- Acted as assistant to the manager of the department
- Presented meeting briefings to senior management
- Took responsibility for operational tasks associated with the Ministry office
Assistant Manager
The Putting Edge Corporation
01.2003 - 04.2004
- Developed marketing campaigns to increase sales and unique visits
- Interviewed, hired and trained new employees
- Established new marketing relationships with local businesses to promote Putting Edge
Education
Canadian Securities Course (CSC) -
Canadian Securities Institute
01.2014
Conduct and Practices Handbook (CPH) -
Canadian Securities Institute
01.2014
Investment Funds in Canada (IFC) -
Canadian Securities Institute
01.2012
Bachelor of Arts - Sociology With A Focus On Statistics
Ryerson University
01.2012
Skills
- In-depth knowledge of financial industry applications, software, policies and procedures
- Proficient Understanding of both Apple and Microsoft Suites (Number/Excel, Mail/Outlook, Word/Pages, Keynote/Powerpoint)
- Organized and Detail Oriented
- Self Motivated in Independent Work or as Part of a Team
- Focuses on Providing Exceptional Customer Care
- Social Media Management Experience
Languages
English
Native or Bilingual
French
Limited Working
Accomplishments
- Defined geographic segments and identified opportunities for prospective client markets.
- Implemented strategy targeting high-net worth clientele. IA team closed an additional $34.5MM within 2 months of launch.
- Prepared complex financial statements, and semi-annual reports for our book of retail and businesses clients.
Professional Overview
Detail-oriented with excellent problem solving skills and extensive financial industry experience
Timeline
Office Manager
MY HVAC Guy
03.2018 - Current
Licensed Travel Agent
Starlight International Travel
02.2018 - Current
Associate
RBC Dominion Securities
01.2015 - 07.2019
Sales Assistant
TD Wealth Private Investment Advice
10.2013 - 10.2014
Intern
Ministry Of Citizenship And Immigration
05.2009 - 09.2009
Financial Services Representative
TD Canada Trust
02.2007 - 01.2015
Assistant Manager
The Putting Edge Corporation
01.2003 - 04.2004
Canadian Securities Course (CSC) -
Canadian Securities Institute
Conduct and Practices Handbook (CPH) -
Canadian Securities Institute
Investment Funds in Canada (IFC) -
Canadian Securities Institute
Bachelor of Arts - Sociology With A Focus On Statistics
Ryerson University