Kaitlyn Doidge
Calgary,AB
Summary
Dynamic Professional Wealth Advisor with extensive experience at Wolfond Financial, excelling in retirement planning and client support. Proven track record in implementing tax-efficient investment strategies, enhancing client satisfaction, and fostering long-term relationships. Adept at portfolio diversification and effective problem resolution, driving significant improvements in service quality and operational efficiency.
Professional wealth management specialist with significant experience in financial planning, investment strategies, and client relationship building. Strong focus on team collaboration and achieving results with flexibility to adapt to changing needs. Skilled in portfolio management, risk assessment, and wealth preservation. Reliable and results-driven, with client-centric approach and excellent communication abilities.
Overview
10
10
years of professional experience
Work History
Professional Wealth Advisor
Wolfond Financial
05.2023 - Current
- Answered clients' questions and inquiries in regard to individual financial plans and strategies.
- Assisted clients in navigating complex financial situations, such as divorce or inheritance, by providing expert advice and compassionate support.
- Implemented tax-efficient strategies for clients'' investment portfolios, minimizing tax liabilities and maximizing after-tax returns.
- Assisted in estate planning by collaborating with legal professionals to ensure seamless transfer of wealth across generations.
- Continually updated knowledge of industry trends, regulatory changes, and market conditions to ensure the highest level of service for clients.
- Supported clients during periods of market volatility by offering reassurance and objective advice based on sound analysis.
- Collaborated with cross-functional teams to deliver holistic financial planning services that addressed all aspects of a client''s financial life.
- Served as a trusted advisor to high-net-worth individuals, fostering loyalty through consistent delivery of exceptional service.
- Streamlined internal processes for improved efficiency, resulting in increased capacity for new clients without compromising service quality.
- Established strong relationships with clients, enhancing trust and long-term retention rates.
- Increased client satisfaction by providing customized wealth management solutions tailored to individual needs.
Licensed Associate
Wolfond Financial
10.2017 - 05.2023
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
- Proposed investment products to customers.
- Opened accounts for new and existing customers and assisted customers in completing application forms.
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
- Prepared detailed reports for executive management, highlighting key performance indicators and areas for improvement.
- Provided training to junior associates on industry best practices, enhancing overall team productivity and performance.
- Maintained knowledge of new investment products and assisted in developing sales strategies.
- Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
- Advised clients on tax-saving strategies while ensuring compliance with all applicable laws and regulations.
- Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
Assistant Associate
Wolfond Financial
07.2015 - 09.2017
- Developed strong relationships with clients, leading to increased satisfaction and repeat business.
- Enhanced team efficiency by streamlining administrative tasks and managing schedules.
- Completed case records for each incoming call detailing caller information, issue description and other pertinent points.
- Participated actively in continuous improvement initiatives which led to an optimized workflow and increased productivity.
- Supported sales efforts through meticulous data entry tasks, ultimately increasing overall revenue generation potential.
- Boosted overall productivity by implementing new processes for task prioritization and delegation.
- Implemented a new filing system that increased ease of document retrieval while decreasing time spent searching for information.
- Trained new employees in office procedures and protocols, ensuring a seamless transition into their roles.
- Composed professional correspondence for senior management, showcasing exceptional writing skills.
Education
Course - IFIC
IFSE
Online 09-2017
Skills
- Reporting and analysis
- Retirement planning
- Long-term wealth management
- Portfolio diversification
- Investment strategies
- Charitable giving strategies
- Knowledgeable in mutual fund management
- Client support
- Effective problem resolution
- Prioritization and scheduling
- Clear and concise communication
- Mutual funds
- Risk evaluation
- Client portfolio management
Timeline
Professional Wealth Advisor
Wolfond Financial
05.2023 - Current
Licensed Associate
Wolfond Financial
10.2017 - 05.2023
Assistant Associate
Wolfond Financial
07.2015 - 09.2017
Course - IFIC
IFSE
Similar Profiles
DONELLE DRUMMONDDONELLE DRUMMOND
Office/Operations Manager at Thorough Financial Group/LPL FinancialOffice/Operations Manager at Thorough Financial Group/LPL Financial
Grant BrandhoffGrant Brandhoff
Associate Financial Advisor at FourWord Financial and Voya FinancialAssociate Financial Advisor at FourWord Financial and Voya Financial
Debra LarkDebra Lark
Financial Advisor at FIrst Financial Bancorp - FInancial Advisory ServiFinancial Advisor at FIrst Financial Bancorp - FInancial Advisory Servi
Sonja DesautelsSonja Desautels
Beauty Consultant at ChattersBeauty Consultant at Chatters
SARA DE SOUSASARA DE SOUSA
Reservations Agent, Call Centre at Sandman Hotel Group & Northland PropertiesReservations Agent, Call Centre at Sandman Hotel Group & Northland Properties