Kevin Rawluk
Winnipeg,MB
Summary
Associate Consultant with nearly 10 years of experience with IG Wealth Management. Excellent knowledge of IG programs and procedures. Flexible, adaptable and eager to learn new skills and build on existing proficiencies.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Associate Consultant
IG Wealth Management
04.2018 - Current
- Communicate with clients via phone and email about transactions, insurance, and taxation
- Led team various administrative projects
- Trained new team members in administrative roles
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities
- Supported clients with technology, documentation, and financial planning items
Corporate Contact Centre Representative
IG Wealth Management
01.2016 - 01.2018
- Helped large volume of clients and consultants with positive attitude and focus on client satisfaction
- Assisted IG consultants with queries about systems, trades, taxation, and company procedure
- Documented and detailed calls and complaints using IG's phone case database
Mortgage Product and Promotion Specualist
IG Wealth Management
01.2015 - 01.2016
Transfer Processor
IG Wealth Management
01.2014 - 01.2015
Education
Advanced Diploma - Human Resources And Leadership
Camosun College
Victoria, BC01.2014
Business Administration Diploma -
Red River College
Winnipeg, MB01.2007
Skills
- Relationship Building
- Retirement Planning
- Goals and Performance
- Data Analysis
- Customer Expectations Management
- Sales Force
- Advantage
- Transact
Certification
- QUALIFIED ASSOCIATE FINANCIAL PLANNER ™ - 2022
Timeline
Associate Consultant
IG Wealth Management
04.2018 - Current
Corporate Contact Centre Representative
IG Wealth Management
01.2016 - 01.2018
Mortgage Product and Promotion Specualist
IG Wealth Management
01.2015 - 01.2016
Transfer Processor
IG Wealth Management
01.2014 - 01.2015
Advanced Diploma - Human Resources And Leadership
Camosun College
Business Administration Diploma -
Red River College
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