Jessica Anseeuw
St. Adolphe,MB
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
23
23
years of professional experience
Work History
Financial Advisor 5
Scotiabank
11.2016 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Solutions Specialist Sales and Service
Scotiabank
06.2014 - 03.2015
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
Financial Advisor 4
Scotiabank
01.2008 - 06.2014
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Bank Teller
Scotiabank
02.2001 - 01.2008
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
Certificate - Registered Financial Retirement Advisor Part 2
Canadian Institute of Financial Planning
09.2019
Certificate - Registered Financial And Retirement Advisor Course
Canadian Institute of Financial Planning
11.2017
Certificate - Investment Funds in Canada
The Institute of Canadian Bankers (CSI)
Toronto, ON06.2008
Skills
- Serve Client Needs
- Financial Knowledge
- Daily Logs
- Prospective Client Engagement
- Creative Solutions
- Goals and Performance
- Risk Assessment
- Mutual Funds and Liabilities
- Customer Referrals
- Sales Expertise
- Presentations
Timeline
Financial Advisor 5
Scotiabank
11.2016 - Current
Financial Solutions Specialist Sales and Service
Scotiabank
06.2014 - 03.2015
Financial Advisor 4
Scotiabank
01.2008 - 06.2014
Bank Teller
Scotiabank
02.2001 - 01.2008
Certificate - Registered Financial Retirement Advisor Part 2
Canadian Institute of Financial Planning
Certificate - Registered Financial And Retirement Advisor Course
Canadian Institute of Financial Planning
Certificate - Investment Funds in Canada
The Institute of Canadian Bankers (CSI)
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