JON GALLEN
Red Deer
Summary
Client-focused and detail-oriented Personal Banker with over 10 years of financial-industry experience, including as a staff accountant. Proven ability to deliver excellent customer service, assess client needs, and recommend personalized financial solutions. Strong background in financial analysis, compliance, and transactional accuracy. Now seeking to bring this expertise and mindset to a Business Banking Associate role at TD, supporting business clients with lending, cash flow, and growth strategies. Dedicated to building trust and long-term relationships with clients.
Overview
15
15
years of professional experience
Work History
Personal Banker/Financial Services Representative
TD Canada Trust
01.2016 - Current
- Provide personalized financial advice and product recommendations to clients in areas including everyday banking, credit, investments, loans, and real estate-secured lending.
- Open and manage personal and business accounts, ensuring compliance with KYC and AML regulations.
- Assist clients in improving their financial well-being by promoting responsible borrowing and savings strategies.
- Collaborate with Financial Planners, small-business advisors and mortgage specialists for holistic client referrals.
- Received TD Champions Award in 2021 as top-performing employee.
Financial Advisor
ASF Advisory Group Inc.
01.2014 - 01.2015
- Organized and directed meetings with small-business clients to assess financial needs.
- Provided personalized financial advice and product recommendations which included insurance, investments, and creditor protection strategies.
Staff Accountant
Collins Barrow Red Deer LLP
01.2011 - 01.2013
- Prepared year-end financial statements for small to mid-sized business clients.
- Supported business account reconciliations, identifying discrepancies and areas for financial improvement.
- Assisted with internal audits and ensured compliance with GAAP and internal financial policies.
- Completed personal tax returns for small-business clients.
- Assisted in the preparation of year-end financial statements and audit reports.
Education
Investment Funds in Canada Course -
Canadian Securities Institute
11.2016
Bachelor of Arts Degree - undefined
University of Saskatchewan
06.2010
Skills
- Personal Banking and Customer Service
- Credit & Loan Applications
- Financial Analysis and Reporting
- Time Management and Problem Solving
- Cash Handling and Account Management
- Relationship Building and Customer Service
- Sales and Cross-Selling Techniques
- Business Financial Analysis including Financial Statements and Reconciliation
- Communication and Presentation Skills
- Microsoft Excel, QuickBooks, Salesforce
Hobbies and Interests
Soccer, Travel
Timeline
Personal Banker/Financial Services Representative
TD Canada Trust
01.2016 - Current
Financial Advisor
ASF Advisory Group Inc.
01.2014 - 01.2015
Staff Accountant
Collins Barrow Red Deer LLP
01.2011 - 01.2013
Bachelor of Arts Degree - undefined
University of Saskatchewan
Investment Funds in Canada Course -
Canadian Securities Institute
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