Kelsey Brager
Bashaw
Summary
Accomplished Senior Financial Advisor with a proven track record at Scotiabank, enhancing client satisfaction through expert investment advice and exceptional relationship management. Skilled in analytical thinking and sales expertise, I've significantly contributed to financial portfolio growth and client retention. My approach combines critical thinking with a keen attention to detail, driving business leads and fostering trust.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Advisor II
Servus Credit Union
02.2023 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Assisted clients with budgeting and cash flow management.
- Peer Coaching
Senior Financial Advisor
Scotiabank
10.2006 - 02.2023
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Increased overall clientele satisfaction rates by resolving issues promptly and ensuring transparent communication throughout transactions.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Peer Coaching
- Peer Training
Teller Supervisor/ MSR
Battle River Credit Union
10.2002 - 10.2006
- Promoted bank's products and services by consistently cross-selling to customers.
- Examined tellers' reports of daily transactions for accuracy.
- Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
- Contributed to the achievement of branch sales targets through proactive promotion of financial products and services.
- Boosted overall branch performance by developing strong relationships with customers and providing personalized service.
Education
High School Diploma -
William E Hay Composite High School
Stettler, AB06-1999
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Critical thinking
- Retirement planning
- Attention to detail
- Financial advising
Languages
English
Native or Bilingual
Certification
Mutual Funds In Canada Certificate
Compliance Officer Certificate
PFPc designation - Equivalent to Personal Financial Services Advice
Timeline
Financial Advisor II
Servus Credit Union
02.2023 - Current
Senior Financial Advisor
Scotiabank
10.2006 - 02.2023
Teller Supervisor/ MSR
Battle River Credit Union
10.2002 - 10.2006
High School Diploma -
William E Hay Composite High School
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