Mutual Fund License -
Institute of Canadian Bankers
Toronto, ON
Gaye Fitzpatrick
Goose Cove,NL
Summary
Dynamic Senior Financial Advisor at Bank of Nova Scotia, adept at crafting tailored financial plans that empower clients to achieve retirement goals. Leveraging strong interpersonal communication and expertise in mutual funds, I enhance client engagement and understanding, ensuring strategic alignment with their long-term financial aspirations.
Education
High School Diploma -
Harriet Curtis Collegiate
St. Anthony, NLWork History
Senior Financial Advisor
Bank of Nova Scotia
- Developed personalized financial plans for clients, aligning strategies with their long-term goals .
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Assisted clients with financial planning to meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
Skills
Verbal and written communication
Microsoft Excel
Client assessments
Training and coaching
Know your customer
Client engagement
Interpersonal and written communication
Mutual funds
Retirement planning
Timeline
Senior Financial Advisor
Bank of Nova Scotia
Mutual Fund License -
Institute of Canadian Bankers
High School Diploma -
Harriet Curtis Collegiate
Languages
English
Elementary