Julia Fleet
Fisherville,Ontario
Summary
Accomplished financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning, investment, credit and digital access needs.
Overview
45
45
years of professional experience
1
1
Certification
Work History
Director
FirstOntario Credit Union
04.2021 - Current
- IT Governance
- Risk management oversight
- Financial literacy
- Audit and compliance oversight
- Served as a committee member for Governance, Elections, Audit & Risk and Strategic Oversight
Financial Advisor
Royal Bank of Canada
03.2010 - 09.2018
- Provided financial recommendations with regards to credit and banking needs
- Educated clients about diversified investments based on risk tolerance, goals and investment experience
- Assisted clients in planning for retirement, education, and home ownership by recommending customized investment solutions.
Certified Financial Planner
Canadian Imperial Bank of Commerce
04.1996 - 03.2010
- Evaluated, implemented and monitored comprehensive financial plans for high-value clients
- Managed $4.5M in client investment and credit portfolios
- Provided customized advice regarding net worth, cash flow, and long and short term investment goals
- Educated and advised clients on estate, protection and tax planning.
Personal Banking Representative
Canadian Imperial Bank of Commerce
06.1989 - 04.1996
- Assisted clients with their banking, credit and investment needs by providing solutions that were specific and goal-based.
Customer Service Supervisor & Representative
Canadian Imperial Bank of Commerce
11.1978 - 06.1989
- Executed customer transactions including deposits, withdrawals, money orders and cheques
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service
- Identified sales opportunities and referred clients to branch partners in financial services.
Skills
- Director & Executive Experience
- Credit & Lending Risk Management
- Digital Banking Comprehension
- Investment & Retirement Planning
- Relationship Building
- Read/Interpret Financial Statements & KPIs
Certification
- Personal Financial Planning, Canadian Securities Institute, 2002
- Canadian Securities Course, Canadian Securities Institute, 1998
- Mutual Funds License, Institute of Canadian Bankers, 1994
- CCUA/CUDA Accredited Director
Volunteer Experience
- Volunteer, Binbrook Agricultural Society, 1996-2021, Binbrook, ON
- Member & Volunteer, Fisherville Lions Club, 06/2010, Present, Fisherville, ON
- Member, Haldimand-Norfolk Senior Support Services, 2019-2021, Haldimand-Norfolk, ON
- Board Member, Community Support Centre for Haldimand-Norfolk, 09/1996, 02/2006, Caledonia, ON
Timeline
Director
FirstOntario Credit Union
04.2021 - Current
Financial Advisor
Royal Bank of Canada
03.2010 - 09.2018
Certified Financial Planner
Canadian Imperial Bank of Commerce
04.1996 - 03.2010
Personal Banking Representative
Canadian Imperial Bank of Commerce
06.1989 - 04.1996
Customer Service Supervisor & Representative
Canadian Imperial Bank of Commerce
11.1978 - 06.1989
- Personal Financial Planning, Canadian Securities Institute, 2002
- Canadian Securities Course, Canadian Securities Institute, 1998
- Mutual Funds License, Institute of Canadian Bankers, 1994
- CCUA/CUDA Accredited Director
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