Joanne Wollman
Rocky View County,AB
Summary
At Connect First Credit Union, I excelled as a Financial Experience Advisor, enhancing client satisfaction through personalized financial planning and investment strategies. My expertise in client consultation and retirement planning, coupled with a knack for fostering strong client relationships, led to significant achievements in guiding clients towards their financial goals.
Overview
12
12
years of professional experience
Work History
Financial Experience Advisor
Connect First Credit Union
09.2012 - Current
- Provided expert guidance to clients on financial planning and investment strategies.
- Improved client satisfaction by delivering tailored advice based on individual needs.
- Guided clients in attaining home ownership goals.
- Provided expert guidance and diverse options for banking services.
Skills
- Financial planning
- Client consultation
- Investment strategies
- Retirement planning
- Savings strategies
- Cash flow management
- Budget development
- Insurance advice
- Debt management
- Goal setting
- Client relationship
- Performance tracking
- Advisory services
Languages
English
Professional Working
Additional Information
Commissioner of Oaths
Timeline
Financial Experience Advisor
Connect First Credit Union
09.2012 - Current
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