Jordan Saunders
Oshawa,ON
Summary
Accomplished Financial Advisor with a proven track record at Pathwise Credit Union, specializing in investment planning and fostering client relationships. Demonstrated expertise in risk assessment and critical thinking, achieving significant customer loyalty through personalized financial strategies. Skilled in collaborating to enhance service delivery and client satisfaction. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Pathwise Credit Union
05.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on potential risks and rewards associated with various investments.
- Collaborated with team members to streamline processes and improve overall client experience.
Financial Services Representative
Pathwise Credit Union
10.2013 - 05.2022
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Member Service Representative
Pathwise Credit Union
10.2012 - 10.2013
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
Education
Bachelor of Commerce - Finance
University of Ontario Institute of Technology
Oshawa, ON04.2012
Skills
- Investment advice
- Financial Advising
- Risk Assessment
- Banking
- Financial Services
- Investment planning
- Mutual funds
- Loans
- Critical Thinking
- Relationship building and management
Languages
English
Certification
- IFC - Investment Funds in Canada
- FP1 - Financial Planning 1
- Certificate in Financial Services Advice
Timeline
Financial Advisor
Pathwise Credit Union
05.2022 - Current
Financial Services Representative
Pathwise Credit Union
10.2013 - 05.2022
Member Service Representative
Pathwise Credit Union
10.2012 - 10.2013
Bachelor of Commerce - Finance
University of Ontario Institute of Technology
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