JULIE PRICE
Doaktown,NB
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.
Overview
36
36
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
King Street Branch
07.2021 - Current
Branch Manager
Scotiabank
Doaktown Branch
02.2017 - 07.2021
Senior Financial Advisor
Scotiabank
Nashwaaksis Branch
08.2010 - 02.2017
Financial Needs Assessor
Dept. of Social Development
, Province of New Brunswick
11.2005 - 05.2007
Team Manager
Eastlink Telecommications
10.2004 - 10.2005
Asst. Manager, Human Resources
RBC Royal Direct
Moncton, NB
05.2003 - 10.2004
Team Leader, Sales & Service
RBC Royal Direct
Moncton, New Brunswick
11.2000 - 05.2003
Sales Representative
RBC Royal Direct
Moncton, NB
01.1997 - 11.2000
Advertising Sales Representative
Atlantic Business Journal
06.1996 - 12.1996
Customer Service Representative
Scotiabank
Fredericton
02.1989 - 08.1994
Assistant Executive Director
Atlantic Salmon Museum
Office Manager(Temp relief)
Fredericton Mitsubishi
Education
Human Resources Certification Diploma -
Dalhousie University
Halifax, NS04-2007
Business Technology - Marketing
New Brunswick Community College
Moncton06-1996
Financial Planning Diploma For Scotiabank Employees -
CIFP
Skills
- Investment advice
- Client Engagement
- Mutual funds understanding
- Interpersonal and written communication
References
References available upon request.
Timeline
Senior Financial Advisor
Scotiabank
07.2021 - Current
Branch Manager
Scotiabank
02.2017 - 07.2021
Senior Financial Advisor
Scotiabank
08.2010 - 02.2017
Financial Needs Assessor
Dept. of Social Development
11.2005 - 05.2007
Team Manager
Eastlink Telecommications
10.2004 - 10.2005
Asst. Manager, Human Resources
RBC Royal Direct
05.2003 - 10.2004
Team Leader, Sales & Service
RBC Royal Direct
11.2000 - 05.2003
Sales Representative
RBC Royal Direct
01.1997 - 11.2000
Advertising Sales Representative
Atlantic Business Journal
06.1996 - 12.1996
Customer Service Representative
Scotiabank
02.1989 - 08.1994
Assistant Executive Director
Atlantic Salmon Museum
Office Manager(Temp relief)
Fredericton Mitsubishi
Human Resources Certification Diploma -
Dalhousie University
Business Technology - Marketing
New Brunswick Community College
Financial Planning Diploma For Scotiabank Employees -
CIFP
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