Jessica Nouwen
Kelowna
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Well-qualified Training Specialist adept at planning and implementing onsite and remote training programs. Authoritative and clear communicator with enthusiastic style and insightful approach.
Overview
10
10
years of professional experience
Work History
Branch Trainer
RBC Dominion Securities
01.2022 - Current
- Conducted regular assessments of training needs to ensure continuous improvement of associates.
- Trained and mentored numerous new personnel hired to fulfill various associate roles.
- Ensured compliance with company policies and industry regulations through thorough instruction on relevant rules and guidelines during staff orientations.
- Established a collaborative atmosphere within the branch by creating open channels of communication between all levels of staff and management.
- Served as a mentor to junior employees, offering guidance on career development opportunities within the organization.
- Facilitated virtual, in-person and blended learning sessions.
- Improved branch training programs by incorporating interactive and innovative learning methods.
- Elevated levels of employee engagement by creating a supportive learning environment that encouraged open communication and collaboration among team members.
- Aided workers with job improvement skills while utilizing alternative training methods.
- Increased overall efficiency within the branch by reinforcing best practices during regular training sessions.
- Provided coaching and mentoring to employees.
- Wrote job aids for the branch according to strict company guidelines and compliance protocols.
- Collaborated with management to develop tailored training solutions that addressed specific skills gaps within teams.
- Learned and adapted quickly to new technology and software applications.
- Worked flexible hours across night, weekend, and holiday shifts.
- Reviewed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Resolved problems, improved operations and provided exceptional service.
- Proved successful working within tight deadlines and a fast-paced environment.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Passionate about learning and committed to continual improvement.
Associate Advisor
RBC Dominion Securities
04.2015 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Facilitated new client onboarding process and investment account setup.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the investment process.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- In accordance with clients' risk tolerance levels, implemented customized investment portfolios that aligned with their personal objectives.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Demonstrated a high level of accuracy and attention to detail when placing orders, minimizing trade errors and potential losses.
- Provided guidance on asset allocation strategies to help clients achieve their long-term financial goals.
- Ensured compliance with regulatory requirements by adhering to strict PIM trading guidelines.
- Mentored junior PIM traders, providing guidance on best practices for trade execution, risk management, and analytical techniques.
Financial Advisor
Scotiabank
03.2014 - 04.2015
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- 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 individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Informed clients of strategies for reducing debt and maximizing savings.
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages and personal loans.
- Recommended specific investments to help clients meet financial goals.
Education
Chartered Investment Manager
Canadian Securities Institute
01.2024
Portfolio Management Techniques
Canadian Securities Institute
12.2023
Investment Management Techniques
Canadian Securities Institute
11.2023
Certified Financial Planner
FP Canada
01.2010
Professional Financial Planning Course
Canadian Securities Institute
08.2006
Life Licensing Qualifying Program
Foran Financial
06.2006
Conduct And Practices Handbook
Canadian Securities Institute
08.2004
Canadian Securities Course
Canadian Securities Institute
02.2004
Skills
- Leadership Development
- Training delivery
- Relationship Building
- Training Program Development
- Coaching and Development
- Compliance Training
- Individualized Instruction
- Orientation and Onboarding
- Online training experience
- Corporate Training Programs
Timeline
Branch Trainer
RBC Dominion Securities
01.2022 - Current
Associate Advisor
RBC Dominion Securities
04.2015 - Current
Financial Advisor
Scotiabank
03.2014 - 04.2015
Chartered Investment Manager
Canadian Securities Institute
Portfolio Management Techniques
Canadian Securities Institute
Investment Management Techniques
Canadian Securities Institute
Certified Financial Planner
FP Canada
Professional Financial Planning Course
Canadian Securities Institute
Life Licensing Qualifying Program
Foran Financial
Conduct And Practices Handbook
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
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