KAREN GLEN
Saint-Bruno,Canada
Summary
Results-driven sales professional with a proven track record in building productive relationships and consistently surpassing revenue goals. Expertise in identifying customer needs and delivering tailored solutions, alongside strong skills in relationship management and conflict resolution. Proficient in strategic planning, communication, and problem-solving to drive mutual success and foster long-term client partnerships.
Overview
21
21
years of professional experience
Work History
Financial Advisor
Industrial Alliance
Anjou, Quebec
06.2024 - Current
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Identified new business opportunities through networking and referrals.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
Photographer
Self employed
St-Bruno De Montarville, Quebec
06.2012 - Current
- Produced professional-quality photographs for diverse clientele.
- Manage social media platforms, posting engaging content to increase visibility and client engagement.
- Photographed special events, parties, and portraits.
Social Media Manager - Content Creator
Les Laines Biscotte
Saint-Bruno, Canada
05.2022 - 03.2023
- Conducted competitor analysis to identify trends and opportunities for brand differentiation on social media.
- Coordinated with the marketing team to ensure social media strategies aligned with overall marketing and business objectives.
- Managed daily content creation and curation for Facebook, Twitter, Instagram, and LinkedIn, aligning with brand voice and marketing goals.
- Created social media strategies to increase sales and brand awareness across multiple platforms.
Relationship Manager
LWH Holdings / Carapex
Chambly, Canada
06.2019 - 04.2022
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
Investment Portfolio Liaison Officer South America
RBC Dominion Securities
Montréal, Canada
05.2010 - 06.2015
- Managed relationships with South American wealthy clients, facilitating new asset acquisitions, and collaborating with portfolio managers to enhance client engagement and investment opportunities.
- Planned and coordinated logistics for quarterly trips to Colombia, overseeing accommodation and meeting arrangements, while serving as the primary liaison for Colombian prospects.
- Maintained relationships with customers and assisted in generating new sales opportunities.
Banker Gold
Citibank Groupe
Barranquilla, Colombia
02.2007 - 04.2010
- Managed VIP client relationships within the branch, overseeing investment opportunities and ensuring exceptional relationship management.
- Consistently exceeded investment acquisition goals.
- Implemented effective client retention strategies, reducing churn and fostering long-term loyalty.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Relationship Manager
Citibank Groupe
Barranquilla, Colombia
06.2004 - 02.2007
- Provided expert financial advice to clients, enhancing their decision-making process.
- Conducted risk assessments on potential loan applicants to assess creditworthiness.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
Education
License in Insurance of Persons - Financial
AMF
Québec, QC06-2024
Minor - Organizational Communication
Universidad Del Norte
Barranquilla, Colombia01.2005
Bachelor - Social Communication
Universidad Del Norte
Barranquilla, Colombia01.2004
Skills
- Sales strategy
- Communication and networking skills
- Multitasking and organization
- Customer service
- Problem solving
- Verbal and written communication
- Client relationship management
- Financial market knowledge
- Process improvement
- Social media marketing
- Prospecting
- Relationship building
- Account management
- Photography
Languages
- Spanish
- English
- French
Hobbies and Interests
I walk around and enjoy the scenery and record the moment with good photos. I spend time with my family watching movies and doing outdoor activities depending on the season. I am very sociable and I often meet up with my group of friends over a good coffee or a good meal.
Timeline
Financial Advisor
Industrial Alliance
06.2024 - Current
Social Media Manager - Content Creator
Les Laines Biscotte
05.2022 - 03.2023
Relationship Manager
LWH Holdings / Carapex
06.2019 - 04.2022
Photographer
Self employed
06.2012 - Current
Investment Portfolio Liaison Officer South America
RBC Dominion Securities
05.2010 - 06.2015
Banker Gold
Citibank Groupe
02.2007 - 04.2010
Relationship Manager
Citibank Groupe
06.2004 - 02.2007
License in Insurance of Persons - Financial
AMF
Minor - Organizational Communication
Universidad Del Norte
Bachelor - Social Communication
Universidad Del Norte
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