Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Jamie Crumbie

senior financial advisor
Beeton,ON

Summary

Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service. Results-oriented and adapts to rapidly changing business and technology environment. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

Scotiabank
01.2016 - Current


  • 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.
  • Cultivated and strengthened relationships with new and existing clients by creating business plans and identifying target customers to educated clients on account services and capabilities interacting on phone and in person.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful team.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Good working relationships with all other business lines
  • Trusted Advisor for an assigned customer base of over 600 clients. Provide financial solutions for clients while respecting Scotiabank's audit and compliance.

Financial Advisor

Scotiabank
10.2009 - 01.2016
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Assisted wealth management teams by looking for referall opportunities and persuading clients meet with my trusted partners
  • Consistently exceeded sales target by employing consultative sales tactics and superior customer care.
  • Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.

Customer Relations Representative

Scotiabank
07.2006 - 10.2009


  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
  • Strengthened customer relationships by listening to customer concerns and giving priority to service requirements.
  • Responded to customer requests for products, services and company information.
  • Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
  • Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Communicated with customers to assess and address individual needs, providing timely and quality advise
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Consulted with outside parties to resolve customer concerns
  • Collaborated with sales team members to stay current and resolve issues between the sales and the service teams
  • Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.

Teller

Scotiabank
11.1998 - 07.2006
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Learned about customer's financial needs, established trust and optimized sales opportunities
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Maintained friendly and professional customer interactions.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Education

No Degree - Psychology

York University
Toronto, ON

Skills

  • Partnership Management
  • Client Needs Assessment
  • Critical thinking
  • Emotional intelligence
  • Planning and organizational skills
  • Verbal and Written Communication
  • Client Relationship Management
  • Customer Complaint Resolution
  • Customer Expectations Management
  • Coaching and Mentoring
  • Influential and Persuasive

Accomplishments

  • Resolved product issues by providing feedback and solutions
  • Winner of Best of the Best year over year on multiple occasions
  • Excellent customer pulse results
  • Exceed performance measures year over year

Certification


Licensed to sell Mutual funds in Canada

Financial Planning 1 and 2

Timeline

Senior Financial Advisor

Scotiabank
01.2016 - Current

Financial Advisor

Scotiabank
10.2009 - 01.2016

Customer Relations Representative

Scotiabank
07.2006 - 10.2009

Teller

Scotiabank
11.1998 - 07.2006

No Degree - Psychology

York University

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Jamie Crumbiesenior financial advisor