Jessica Learmont
Windermere,ON
Summary
Results- focused Senior Financial Advisor passionate about providing excellent customer service and exceeding expectations. Talented, professional, well-versed in customer service and retail services. Inspires team loyalty through strong leadership and communication skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
11.2021 - Current
- Mentored and trained sales team in applying effective techniques and delivering top-notch financial solutions.
- Consistently exceeds sales goals and accomplishes business objectives each quarter.
- Crafted suitable financial strategy for each client based upon their needs and future goals.
- Offered hands-on assistance to clients, assessing needs and maintaining current knowledge of retail & small business products.
- 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.
- Developed personal rapport with each client to maintain client loyalty and establish long-term accounts for a portfolio of over 500 clients.
Financial Advisor
Scotiabank
02.2020 - 10.2021
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Monitored and updated financial plans to comply with client goals.
- Assisted clients with budgeting and cash flow management.
Customer Representative
Scotiabank
11.2018 - 01.2020
- Proven ability to develop and implement creative solutions to complex problems.
- Ran errands and provided general office support in a professional environment.
- Developed strong communication and organizational skills through working on group projects.
- Served as primary point of contact for clients, providing assistance with account maintenance and transactions.
- Followed up on clients' concerns and provided solutions to enhance customer satisfaction.
- Identified sales opportunities and referred clients to branch partners in financial services.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to clients.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted with training of new tellers on policies and procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Clubhouse Services
South Muskoka Curling & Golf Club
09.2018 - 01.2020
- Passionate about learning and committed to continual improvement.
- Worked flexible hours across night, weekend and holiday shifts.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Learned and adapted quickly to new technology and software applications.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Maintained full knowledge of golf tournaments and events to answer member questions pertaining to events.
- Cultivated strong relationships with repeat customers, engaging in friendly conversation and memorizing drink orders to promote loyalty.
- Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
Food & Beverage Manager
Windermere Golf & Country Club
05.2015 - 10.2016
- Monitored and controlled event expenditures to meet budgets.
- Produced concept plans for high-profile corporate meetings and events.
- Created detailed timelines and budgets for events to meet all deadlines.
- Developed and implemented successful marketing plans to generate event revenue.
- Maintained effective supply levels by monitoring and reordering food stock and dry supplies.
- Coordinated transportation and parking arrangements for guests and vendors.
- Managed administrative logistics of events planning, event booking, and event promotions.
- Trained and supervised event staff to complete tasks on time.
Education
Bachelor Of Hospitality And Tourism Management - Tourism And Hospitality Management
Cape Breton University
Sydney, NS05.2018
Skills
- Coaching and Mentoring
- Verbal and Written Communication
- Event Logistics Management
- Microsoft 365
- Client Satisfaction
- Goals and Performance
Certification
- Fundamentals of Financial Planning
- Registered Financial & Retirement Advisor (RFRA l & ll)
- Investment Funds in Canada Course (IFC)
- First Aid - CPR Level C
- Applied Suicide Intervention Skill Training (ASSIT)
- Smart Serve
- Wedding Planners Institute of Canada Certified (WPICC)
Timeline
Senior Financial Advisor
Scotiabank
11.2021 - Current
Financial Advisor
Scotiabank
02.2020 - 10.2021
Customer Representative
Scotiabank
11.2018 - 01.2020
Clubhouse Services
South Muskoka Curling & Golf Club
09.2018 - 01.2020
Food & Beverage Manager
Windermere Golf & Country Club
05.2015 - 10.2016
Bachelor Of Hospitality And Tourism Management - Tourism And Hospitality Management
Cape Breton University
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