Kim McIntyre
Brighton,ON
Summary
Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Talented at managing competing priorities to accomplish challenging goals. Consistently exceeds company objectives to secure client satisfaction and loyalty.
Overview
22
22
years of professional experience
Work History
Advice Sales and Service Coach
Scotiabank
08.2021 - Current
- Coaching, training, educating, and supporting the branch channels and partners on all Retail Banking products and product-related plans, services, processes and tools offered by Canadian Banking. Specializing in Investments, Day to Day, Borrowing and Protection
- Managed 30 - 40 calls and emails per day with a exceptional degree of efficiency and accuracy for the team
- Observational coaching, training and mentorship of new employees, providing guidance on company policies, procedures, and best practices for exceptional customer interactions.
- Special projects for product groups prior to distribution Including RESP Journey, Credit Card Pending Applications Project, Masterclass for Scene+ and creation of internal ASE coaching manual
- Participation in Masterclass presentations for enhanced skill development across the bank
- Acts as subject matter expert in specific product areas, leveraging systems, knowledge, and partners; focusing on customer needs-based advice conversations and empowering advisors, management and branch partners to deliver excellent customer experiences (NPS)
- Participated in cross-functional initiatives aimed at enhancing organizational effectiveness across various departments including presentations to senior management.
- Maintained up-to-date knowledge of industry trends and advancements, ensuring the team's skills and expertise remained relevant.
Senior Financial Advisor
Scotiabank
01.2007 - 08.2021
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice for a portfolio of over 500 households.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- CDIC compliance expert for branch and assigned Officer in Charge assisting with branch operations in the absence of management
- Branch Operational Heath and Safety expert with WHIMIS certification/ First Aid & CPR/AED
MARKETING AND SALES SPECIALIST
STATE FARM INSURANCE
01.2003 - 01.2007
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built strong client relationships through consistent communication and effective problem solving.
- Provided first-rate service to all customers and potential customers.
- Consistently exceeded company targets in all areas of insurance sales
- Number one in Canada for vehicle loan sales in 2006.
Education
FIRST AID & CPR/AED -
ST. JOHNS AMBULANCE
Ajax, ON11.2024
BRANCH COMPLIANCE OFFICER -
CANADIAN SECURITIES INSTITUTE
Montreal, QC02.2021
CANADIAN SECURITIES COURSE -
CANADIAN SECURITIES INSTITUTE
Montreal, QC05.2015
Professional Financial Planner PFP -
CANADIAN SECURITIES INSTITUTE
Montreal, QC01.2010
Community Sports Initiation -
National Coaching Certification Program
Ottawa, ON09.2004
College degree -
SIR SANFORD FLEMING COLLEGE
Peterborough, ON04.1998
Certified Fitness Instructor -
Canfit Pro
Toronto, ON11.2024
Skills
- Communication
- Coaching and Training
- Finance
- Sales and Service
- Customer Retention
- Relationship Building
- Presentations
- New Hire Training
- Problem-Solving
Timeline
Advice Sales and Service Coach
Scotiabank
08.2021 - Current
Senior Financial Advisor
Scotiabank
01.2007 - 08.2021
MARKETING AND SALES SPECIALIST
STATE FARM INSURANCE
01.2003 - 01.2007
Certified Fitness Instructor -
Canfit Pro
FIRST AID & CPR/AED -
ST. JOHNS AMBULANCE
BRANCH COMPLIANCE OFFICER -
CANADIAN SECURITIES INSTITUTE
CANADIAN SECURITIES COURSE -
CANADIAN SECURITIES INSTITUTE
Professional Financial Planner PFP -
CANADIAN SECURITIES INSTITUTE
Community Sports Initiation -
National Coaching Certification Program
College degree -
SIR SANFORD FLEMING COLLEGE
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