Summary
Overview
Work History
Education
Skills
Certification
Timeline
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GAY MAUREEN VILLENA

Whitby,Canada

Summary

Hardworking and reliable with strong ability in both hands-on and computer work. Looking for an opportunity to secure a position where I can employ my skills for the benefit of the company.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Advisor

World Financial Group
06.2019 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Used Financial Software tools to demonstrate important data that may help client to further understand their financial needs
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals
  • Worked with clients to support understanding of rationale and details of financial strategies
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Team Lead

What A Bagel
11.2019 - Current
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
  • Carried out day-to-day duties accurately and efficiently
  • Demonstrated respect, friendliness and willingness to help wherever needed
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment
  • Maintained energy and enthusiasm in fast-paced environment
  • Offered friendly and efficient service to customers, handled challenging situations with ease
  • Developed and maintained courteous and effective working relationships
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Collaborated with management to develop strategies for improving overall restaurant performance and profitability.
  • Mentored new hires during onboarding process, ensuring smooth integration into the team while maintaining high standards of service quality.
  • Handled customer complaints professionally, taking swift corrective action to resolve issues while preserving brand reputation.

Supervisor

Tim Hortons
09.2016 - 05.2021
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs
  • Evaluated employee performance and coached and trained to improve weak areas
  • Maintained compliance with company policies, objectives and communication goals
  • Worked with management team to implement proper division of responsibilities
  • Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts
  • Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference
  • Utilized standard operating procedures, effective crew resource management, communication and procedures specified in company operation manual.

Education

Web Designer (With Honours) -

Academy of Learning Career College
Toronto, ON
09.2023

Bachelor of Science: International Travel And Tourism Management -

Lyceum of The Philippines University
Philippines
03.2016

Skills

  • Leadership
  • Team Oriented
  • Supervisory Skills
  • Customer Service
  • Financial Knowledge
  • Financial Planning Software
  • Data Visualization and Presentations
  • Strong Analytical Skills
  • Front End Development Skills
  • Computer Proficient
  • Strong verbal communication and written skills

Certification

  • LLQP License

Timeline

Team Lead

What A Bagel
11.2019 - Current

Financial Advisor

World Financial Group
06.2019 - Current

Supervisor

Tim Hortons
09.2016 - 05.2021

Web Designer (With Honours) -

Academy of Learning Career College

Bachelor of Science: International Travel And Tourism Management -

Lyceum of The Philippines University
  • LLQP License

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GAY MAUREEN VILLENA