Kayla Smith
Ottawa,ON
Summary
Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
6
6
years of professional experience
1
1
Certification
Work History
ASSOCIATE
First Avenue Investment Counsel
Ottawa, Ontario
09.2024 - Current
- Built relationships with customers by providing friendly customer service.
- Assist in creating presentations for clients, including portfolio reviews, investment strategies, and market updates.
- Assist in the onboarding process for new clients, ensuring all documentation is completed, and the portfolio manager has the necessary information.
- Input and maintain portfolio data into systems and software used for performance analysis, risk management, and client reporting.
- Maintain and organize portfolio-related documents, including investment proposals, client reports, and research notes.
MANAGER OF CUSTOMER EXPERIENCE
TD Canada Trust
Ottawa, Ontario
09.2021 - 09.2024
- Prepare monthly, weekly and daily coaching meetings to help support my team of 7 associates
- Responsible for administrative tasks such as scheduling, balancing internal accounts, security counts and balancing the branch
- Experienced in hiring associates, training and developing
- Responsible for reviewing credit applications that meet compliance
- Knowledgeable and compliant with the banking industry code of conducts and with securities laws and regulations
FINANCIAL ADVISOR
TD Canada Trust
Ottawa, Ontario
01.2021 - 09.2021
- Deliver financial advice to clients to help reach their short, medium, and long-term goals.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
PERSONAL BANKING ASSOCIATE
TD Canada Trust
01.2019 - 01.2021
- Recommend products & services that best meet our clients needs
- Open chequing & saving accounts for newcomers in Canada
- Top performer in exceeding scorecard goals
Education
Some College (No Degree) - Media & Communications
Algonquin College
Ottawa, ONSkills
- Work Planning and Prioritization
- Preparing reports
- Collaborative teamwork
- Time management
- Attention to detail
- Research
- Task prioritization
- Service assistance
- Record and file management
- Mutual funds
- Retirement needs
- Analytical thinking
Certification
- Mutual Funds Certificate
References
References available upon request.
Timeline
ASSOCIATE
First Avenue Investment Counsel
09.2024 - Current
MANAGER OF CUSTOMER EXPERIENCE
TD Canada Trust
09.2021 - 09.2024
FINANCIAL ADVISOR
TD Canada Trust
01.2021 - 09.2021
PERSONAL BANKING ASSOCIATE
TD Canada Trust
01.2019 - 01.2021
- Mutual Funds Certificate
Some College (No Degree) - Media & Communications
Algonquin College
Similar Profiles
Maryanne LiuMaryanne Liu
Private Client Investment Associate at RBC PH&N Investment CounselPrivate Client Investment Associate at RBC PH&N Investment Counsel
Jordan UptonJordan Upton
Portfolio Administrator at Scotia Wealth Management (Private Investment Counsel)Portfolio Administrator at Scotia Wealth Management (Private Investment Counsel)
Shavane SullivanShavane Sullivan
Business Analyst at Investment Planning CounselBusiness Analyst at Investment Planning Counsel