Keeley Parnitsky
Kelowna,Canada
Summary
Proactive and detail-oriented professional with 5+ years of experience supporting operations in the financial services industry. Adept at managing complex schedules, handling sensitive information with discretion, and coordinating logistics for high-level meetings and events. Holds a diploma in Business Administration and the Chartered Financial Planner designation. Known for exceptional communication, organizational efficiency, and collaborative professionalism—ready to apply these strengths in a dynamic municipal setting.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor, Investment & Retirement Planning
Scotiabank
Vernon, Canada
06.2024 - Current
- Provide personalized advisory support to a diverse client base, maintaining meticulous records, and managing sensitive financial data.
- Coordinate complex schedules and manage appointments for internal teams and external stakeholders.
- Prepare tailored presentations and documentation for client consultations.
- Ensured compliance with regulatory requirements and adherence to industry best practices.
Senior Financial Advisor
Scotiabank
Vernon, Canada
11.2023 - 07.2024
- Acted as a liaison between clients and senior specialists, managing inquiries and coordinating logistics for events and meetings.
- Built relationships with clients by offering personalized customer service in order to retain business and attract new clients.
- Gathered information from various sources to create suitable client financial strategy taking into account client's needs and future goals.
Financial Advisor
Scotiabank
Vernon, Canada
05.2022 - 11.2023
- Supported branch operations through scheduling, team communications, and detailed client service.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
Banking Advisor & Client Advisor
RBC
Kelowna/West Kelowna, Canada
11.2019 - 05.2022
- Provided front-line support and administrative services to clients and branch teams.
- Handled customer inquiries in a timely manner while providing accurate information about banking services and products.
- Developed and maintained strong client relationships through exceptional service and communication.
Education
Diploma - Business Administration
Okanagan College
01.2018
Skills
- Administrative Support
- Confidential Information Management
- Calendar coordination and meeting planning
- Professional Communication
- Time Management and Prioritization
- Client and Community Service Excellence
- Attention to detail
Certification
- Chartered Financial Planner
- Investment Funds in Canada (IFIC)
- Registered Financial and Retirement Advisor (RFRA)
Timeline
Financial Advisor, Investment & Retirement Planning
Scotiabank
06.2024 - Current
Senior Financial Advisor
Scotiabank
11.2023 - 07.2024
Financial Advisor
Scotiabank
05.2022 - 11.2023
Banking Advisor & Client Advisor
RBC
11.2019 - 05.2022
Diploma - Business Administration
Okanagan College