Summary
Overview
Work History
Education
Skills
Additional Highlights
Timeline
Generic

Jennifer Underwood

Airdrie,Canada

Summary

Client-focused Financial Advisor with over 8 years of experience in wealth management and investment advice. Proven track record of meeting sales targets, building trusted client relationships, and delivering holistic financial planning through digital channels. Strong knowledge of mutual funds, registered and non-registered investment accounts, and regulatory compliance. Adept at leveraging tools like Conquest and Dataphile to enhance productivity and client service. Committed to helping clients achieve their financial goals through smart, simple, and helpful advice.

Overview

20
20
years of professional experience

Work History

Financial Advisor

Vancity Credit Union
02.2017 - Current
  • Provide personalized wealth management solutions and investment advice through digital channels, including phone meetings, proactive outbound calls, Genesys Cloud EX, email and CRM.
  • Manage portfolio of registered and non-registered investment accounts, ensuring product suitability and regulatory compliance.
  • Consistently achieve and exceed sales targets by identifying opportunities and referring clients to internal partners.
  • Build and maintain strong client relationships through ongoing discovery conversations and holistic financial planning.
  • Deliver financial education training to clients, empowering them to make informed, data-driven decisions about their future.
  • Delivered onboarding and skill development sessions for new and existing colleagues.

Client Services Representative

Vancity Credit Union
05.2005 - 02.2017
  • Supported clients with account inquiries, investment transactions, and financial planning tools.
  • Track leads, manage client interactions, and ensure seamless follow-up.
  • Maintained high level of accuracy and attention to detail in processing financial documents.
  • Collaborated cross-functionally to enhance client experience and improve operational processes.

Education

Personal Financial Planner Certification -

Canadian Securities Institute
01.2019

Certificate in Financial Services Advice -

Canadian Securities Institute
01.2018

Financial Management - Financial Planning

BCIT
Burnaby, BC
01.2017

Investment Funds Institute of Canada -

Canadian Securities Institute
01.2017

Responsible Investment Specialist -

Responsible Investing Association
01.2017

Skills

  • Wealth Management
  • Investment Advice
  • Mutual Funds
  • Financial Planning
  • Client Discovery
  • Financial Education
  • Regulatory Compliance
  • Digital Communication
  • Relationship Building
  • Data-Driven Decision Making
  • EAdvisor
  • Dataphile
  • CRM
  • Microsoft Office Suite
  • Onespan
  • Insite
  • Knowledge Exchange
  • Advisor Hub
  • T24 core banking system
  • Digital Communication Tools

Additional Highlights

  • Junior Achievement financial literacy volunteer to school aged children for over 10 years
  • Facilitator of financial literacy seminars for members and community groups
  • Toastmasters – President and VP Membership
  • Recipient: Vancity Wealth Management Rookie of the Year award 2017
  • Recipient: Vancity Senior Leadership Award 2024

Timeline

Financial Advisor

Vancity Credit Union
02.2017 - Current

Client Services Representative

Vancity Credit Union
05.2005 - 02.2017

Personal Financial Planner Certification -

Canadian Securities Institute

Certificate in Financial Services Advice -

Canadian Securities Institute

Financial Management - Financial Planning

BCIT

Investment Funds Institute of Canada -

Canadian Securities Institute

Responsible Investment Specialist -

Responsible Investing Association

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