JULIE GALLANT
Dartmouth,NS
Summary
Dedicated Finance Manager with a proven track record in delivering tailored financial solutions that enhance client satisfaction and drive long-term success. Demonstrate strong communication, leadership, and problem-solving skills to effectively navigate complex financial environments, and drive organizational success.
Overview
20
20
years of professional experience
3
3
Certifications
Work History
Finance Manager
STEELE CHEVROLET
DARTMOUTH, NS
07.2019 - Current
- Deliver exceptional customer service by providing tailored financial solutions to support clients’ long-term goals
- Build and maintain strong relationships with prime and non-prime lenders to secure competitive rates and efficient approvals
- Demonstrate strong knowledge of business office products, procedures, and best practices
- Excel in high-pressure, fast-paced environments while consistently meeting and exceeding performance targets
Associate Financial Advisor
THE CO-OPERATORS
Dartmouth, Nova Scotia
08.2010 - 07.2019
- Provided high-quality customer service while supporting clients with auto, home, and life insurance solutions
- Drove sales and production growth across multiple insurance product lines
- Ensured full compliance with regulatory requirements for life insurance and financial services
- Coordinated and maintained accurate client files, renewals, and policy reviews
Customer Service Officer
SCOTIABANK
Dartmouth, Nova Scotia
07.2008 - 08.2010
- Managed incoming service calls and responded to customer banking inquiries
- Promoted and sold financial products and services to meet customer needs
- Maintained a high level of professionalism and customer satisfaction
Product Specialist
ONLINE SUPPORT
Charlottetown, Prince Edward Island
07.2005 - 04.2008
- Handled incoming customer service calls related to technical support, sales, and complaints
- Acted as a mentor with authority to make supervisory and managerial decisions
- Delivered solutions-focused support to resolve customer concerns efficiently
Education
Bachelor of Arts - Psychology
University of Prince Edward Island
Charlottetown05-2007
Skills
- Financial analysis
- Risk management
- Client relationship management
- Leadership
- Microsoft Suite
- Customer satisfaction
- Problem solving
- Insurance products
- Time management
Certification
First Canadian Financial Group
Timeline
Finance Manager
STEELE CHEVROLET
07.2019 - Current
Associate Financial Advisor
THE CO-OPERATORS
08.2010 - 07.2019
Customer Service Officer
SCOTIABANK
07.2008 - 08.2010
Product Specialist
ONLINE SUPPORT
07.2005 - 04.2008
Bachelor of Arts - Psychology
University of Prince Edward Island