LAUREN FINLAYSON
Miscouche,PE
Summary
In my previous roles, I have developed strong interpersonal skills and the ability to manage multiple priorities in fast-paced environments. I take pride in providing excellent service, building trust with clients, and ensuring tasks are completed accurately and efficiently. I am comfortable handling sensitive information, adapting to new systems, and working both independently and as part of a team.
Overview
12
12
years of professional experience
2019
2019
years of post-secondary education
Work History
Financial Advisor
Scotiabank
Summerside, PE
05.2025 - Current
- Meet with clients to understand their financial goals
- Review income, expenses, assets, debts, and credit
- Help clients create budgets and savings plans
- Open (RRSPs, TFSAs, RESPs, non-registered) BNS
- Help with debt management and credit strategies
- Refer clients to specialists (mortgages, investment and retirement planning advisor)
- Explain financial products in simple, understandable terms
- Ensure recommendations follow regulations and compliance rules
- Maintain ongoing relationships and review plans regularly
Customer Experience Associate/Senior
Scotiabank
Miscouche, PE
01.2022 - 05.2025
- Listen and respond to clients needs and concerns
- Opening day to day bank accounts
- Provide information about products and services
- Processing cash transactions, bill payments
- Applying clients for credit products such as credit cards and lines of credit
- Applying for over draft protection
- Having insurance conversations
- Uncover and solve customers needs on a day to day basis
Bartender/Hostess/Server (seasonal)
Blue Mussel Cafe
North Rustico, PE
08.2020 - 10.2021
- Bartender/Hostess/Server
Recreation and Leisure Services
Fox Run retirement
Erin, ON
07.2018 - 07.2019
- Set up and ran activities to promote health and wellness
- Assistance in mobility
- Assistance in feeding when required
- Early onset of dementia facility
Assistant Supervisor
Judy's Restaurant
01.2014 - 01.2019
- Customer Service
- Making Drinks
- Placing orders for shipments (Flanagan Food Service)
- Training of new staff
- Trained on 'touch bistro'
- Trade Shows
Education
Erin District High School
Erin, ONSkills
- Collaboration and teamwork
- Taking feedback constructively
- Leadership
- Strong work ethic
- Integrity and confidentiality
- Customer service excellence
- Handling difficult conversations
- Solution-oriented mindset
References
References available upon request.
Timeline
Financial Advisor
Scotiabank
05.2025 - Current
Customer Experience Associate/Senior
Scotiabank
01.2022 - 05.2025
Bartender/Hostess/Server (seasonal)
Blue Mussel Cafe
08.2020 - 10.2021
Recreation and Leisure Services
Fox Run retirement
07.2018 - 07.2019
Assistant Supervisor
Judy's Restaurant
01.2014 - 01.2019
Erin District High School