Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Well versed in recommending products based on individual requirements.
Hi, I’m
Jordan Rhead
Regina,SK
Summary
Overview
5
years of professional experience
Work History
World Financial Group, Inc.
Financial Advisor
06.2023 - Current
Job overview
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
Fastenal
Account Specialist/Sales & Warehouse Associate
09.2022 - Current
Job overview
- Managing orders for large scale industrial organizations
- Managing stock level in customers onsite Fastenal vending machine; processed restocks, picked product, & delivered in the vending machine at the customer's site.
- Managing and processing an average of $5000 per day of payments for customers and accounts
- Set up new customer accounts and updated existing profiles with latest information.
- Delivered accurate and timely billing across high-volume client accounts.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Built strong relationships with clients & vendors for loyal, profitable accounts.
- Resolved complex billing and payment issues for balanced, accurate accounts.
- Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
- Reduced order processing time by streamlining purchasing processes and documentation.
- Maintained optimal inventory levels for production needs through effective forecasting and planning.
- Developed strategic sourcing plans to identify potential cost-saving opportunities.
- Simplified shipping and receiving processes for improved workflow.
- Ensured accuracy of delivery of shipments
- Delivered shipment via 1/2 ton truck
- Organized shipments via external companies
- Effectively sourcing product, vendor & pricing information
- Provided competitive priced quotes to high-volume customers in an efficient manner
- Cleaning store with use of floor scrubber, mops, brooms
- Effectively operated an indoor forklift; loading & unloading pallets of stock & customer items
Down To Earth Fencing
Fencing Contractor
04.2022 - 08.2022
Job overview
- Used hand tools & electric post pounders to effectively secure framing of the fence
- Participated in site walk-through inspections to determine required installation materials.
- Inspected fences for gaps and vulnerabilities, making necessary adjustments.
- Met customer needs by consulting project documentation to achieve proper marking of fence lines and pole locations.
- Dug holes and trenches to position fences correctly.
- Removed customer's existing fence
- Enhanced client satisfaction by providing timely and accurate fencing installations.
- Increased team productivity by implementing safety training and proper equipment usage.
- Conducted thorough site assessments, identifying potential challenges and planning appropriate solutions.
Self Employed
Car Detailer
06.2021 - 09.2021
Job overview
- Managed 10-20 customer inquires per day
- Vacuumed interiors of vehicles to remove dirt and debris.
- Inspected interior and exterior of vehicles for cleanliness and accurately identified imperfections outside vehicle standards.
- Provided mobile detailing services to clients homes or at places of employment.
- Shined vehicle windows and windshields to remove water spots.
- Maintained car detailing equipment and supplies in optimal condition for daily demands.
- Collected and disposed of trash in-vehicle console spaces and under seats.
- Ran mobile detailing unit to serve customers across local community.
- Checked quality of work by thoroughly inspecting interior and exterior for additional cleaning requirements.
- Operated buffers, steamers, hoses, vacuums, and other equipment to meet service expectations.
- Cleaned upholstery, rugs, and other surfaces by using cleaning agents, applicators, and cleaning devices.
- Interacted face-to-face with customers to understand vehicle detailing needs and deliver quality satisfaction.
Canadian Tire
Sales Associate
05.2021 - 06.2021
Job overview
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Engaged with customers to effectively build rapport and lasting relationships.
- Provided positive first impressions to welcome existing, new and potential customers.
- Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.
- Completed orders and organized product deliveries to meet customer timetables.
- Solved customer challenges by offering relevant products and services.
Lowe's Home Improvement
Loader/Cashier
04.2020 - 08.2020
Job overview
- Received orders from customer service and retrieved items from the stock room and brought them to the front of the store
- Load and unload products into and out of customers vehicles
- Processed cash, credit, debit, and gift cards at the till
- Adequately assisted customers in their purchasing needs including answering questions, directing them to the correct aisle, and providing a welcoming and friendly experience
- Retrieved shopping carts from the parking lot and brought them inside the store
- Used wireless radio frequency systems devices to communicate with colleagues.
- Used handheld scanners to efficiently track and maneuver freight throughout distribution network.
- Streamlined material delivery processes which increased efficiency and reduced downtime.
- Surrounded items in cling film, padded blankets and tape to protect from damage.
- Verified documentation and condition of freight to assure quality standards were achieved.
- Strapped items down over protective padding to secure throughout transportation.
Double Deuce Acres
Farm Worker
07.2016 - 08.2018
Job overview
- Replaced animal's hay and water regularly while watching animals for changes in behavior or demeanor.
- Used grease guns and oil cans to lubricate and adjust farm equipment.
- Watered plants during growing seasons and closely monitored crops for growth progress or issues.
- Operated farm equipment such as tractors and trucks with extreme care and precision.
- Repaired farm equipment, completing both emergency and preventive maintenance quickly and accurately.
- Cleared away animal waste by hosing out operational areas.
- Repaired farm tillers, tractors and trucks to maintain proper working order.
- Identified weeds, pests and plants to determine application and selection of fertilizers and pesticides.
- Tended to crops such as fruit trees, vegetable plants, medicinal plants and herbs.
- Removed rocks and prepared soil for planting.
Education
University of ReginaRegina, SK
Bachelor of Science from Biology
04.2023
University Overview
Relevant Coursework Completed:
- Biology, Chemistry, Geology, Kinesiology, Mathematics, Physics
Campbell CollegiateRegina, SK
High School Diploma
04.2019
University Overview
- Relevant Coursework Completed: Biology, Mathematics, Physics & Business
- Professional development completed in Business, Communication, Computer Software & Marketing
- Honor Roll, [2015-19]
Skills
- Multitasking and Prioritization
- Communication and Interpersonal Skills
- Calendar and Scheduling Software
- Problem Resolution
- Productivity and Time Management
- Database and Query Software
- Adaptable and Flexible
- Strong Work Ethic
- Client Relations
- Investment planning
- Business marketing
- Insurance decisions
Languages
English
Native or Bilingual
French
Limited Working
Spanish
Limited Working
Timeline
Financial Advisor
World Financial Group, Inc.
06.2023 - Current
Account Specialist/Sales & Warehouse Associate
Fastenal
09.2022 - Current
Fencing Contractor
Down To Earth Fencing
04.2022 - 08.2022
Car Detailer
Self Employed
06.2021 - 09.2021
Sales Associate
Canadian Tire
05.2021 - 06.2021
Loader/Cashier
Lowe's Home Improvement
04.2020 - 08.2020
Farm Worker
Double Deuce Acres
07.2016 - 08.2018
University of Regina
Bachelor of Science from Biology
Campbell Collegiate
High School Diploma
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