Jillian Lewis-Rath CFP
Sarnia,ON
Summary
Experienced with loan processing, credit analysis, and customer service. Utilizes strong analytical skills to evaluate creditworthiness and approve loans in line with company policies. Knowledge of financial regulations and customer needs ensures effective lending solutions.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Administrative Assistant
MNP LLP
02.2021 - Current
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Investment Specialist
Libro Credit Union
2009 - 2021
- Developed customized financial plans that aligned with client goals and market trends.
- Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
- Educated clients on investment options, fostering informed decision-making and trust-building.
- Mentored junior staff on investment analysis techniques and customer relationship management.
- Led workshops focusing on financial literacy, empowering clients to make sound investment choices.
- Participated in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices.
Education
Bookkeeping
St. Lawrence College
Online08-2025
No Degree - Social Service Worker
Lambton College of Applied Arts And Technology
Sarnia05-2002
Bachelor of Arts - Psychology
University of Windsor
Windsor04-2001
Skills
- Cash flow management
- Long-term care planning
- Insurance planning
- Strategic financial planning
- Education funding
- Retirement planning
- Wealth management
- Customer service
- Problem-solving
- Honest and dependable
Certification
- Certified Financial Planner
Timeline
Administrative Assistant
MNP LLP
02.2021 - Current
Investment Specialist
Libro Credit Union
2009 - 2021
Bookkeeping
St. Lawrence College
No Degree - Social Service Worker
Lambton College of Applied Arts And Technology
Bachelor of Arts - Psychology
University of Windsor
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