LAVINA D'SA
EDMONTON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet goals. To seek and maintain position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Advisor
Experior Financial Group
01.2025 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Lunch Room Supervisor
Jackson Heights School
01.2023 - Current
- Promoted a positive atmosphere among students during lunch periods through active engagement and interaction.
- Improved student lunchroom behavior by implementing clear rules and expectations.
- Served as a positive role model for students by maintaining a professional demeanor and consistently emphasizing the importance of respecting school lunchroom rules.
- Ensured a clean and sanitary environment for students by performing regular cleaning tasks.
- Assisted teachers during meal hours with classroom and student needs.
- Ensuring students walk and play around the school campus in a calm and safe manner.
Financial Advisor
WORLD FINANCIAL GROUP
06.2015 - 01.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Sales Associate
Rocks and Gems
01.2011 - 01.2015
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Computer Teacher
T. B. Cunha School
01.2001 - 01.2011
- Trained and developed students' skills in word-processing, spreadsheet and database programs.
- Assisted with the planning and execution of school-wide technology initiatives, supporting the integration of technology throughout all subject areas.
- Processed software and hardware by coordinating user setups, installations and upgrades.
- Supported students in developing social skills through structured activities and positive reinforcement techniques.
Education
Business Administration - Accounting & HR Mgmt - Diploma
AGA ACADEMY
Calgary, AB06-2024
Licensed Financial Advisor completed Life Learning Qualification Program (LLQP) through Alberta Insurance Council - Finance
ALBERTA INSURANCE COUNCIL
01.2015
Post Graduate Diploma in Computers and Educational Technology -
Goa University, India
03.2008
Bachelor’s Degree in Commerce -
Goa University, India
01.2001
Skills
- Supervisory Experience
- Proficient in Software
- Sales and Marketing
- Customer Service
- Team Collaboration
- Critical Thinking
- Relationship building and management
- Sales expertise
- Financial Services
- Teamwork and Collaboration
- Time Management
- Problem-solving skills
Certification
- Certificate of Appreciation for 3 Terms at EISA (Edmonton Immigrant Services Association) as Volunteer Teacher for English Conversation Circles.
- Alberta Basic First Aid, Level C CPR & AED through Western Canada Fire & First Aid Inc.
- Sage Business Accounting Certified Application Specialist 2022 with 92%
- Leadership Certificate at AGA Academy, Calgary for 2023.
Accomplishments
- Got my Marketing Direction Promotion in 2018
- Got my Senior Marketing Promotion in 2020
Hobbies and Interests
- Learning
- Reading
- Cooking
- Baking
- Gardening
Languages
English
Full Professional
Timeline
Financial Advisor
Experior Financial Group
01.2025 - Current
Lunch Room Supervisor
Jackson Heights School
01.2023 - Current
Financial Advisor
WORLD FINANCIAL GROUP
06.2015 - 01.2025
Sales Associate
Rocks and Gems
01.2011 - 01.2015
Computer Teacher
T. B. Cunha School
01.2001 - 01.2011
Licensed Financial Advisor completed Life Learning Qualification Program (LLQP) through Alberta Insurance Council - Finance
ALBERTA INSURANCE COUNCIL
Post Graduate Diploma in Computers and Educational Technology -
Goa University, India
Bachelor’s Degree in Commerce -
Goa University, India
Business Administration - Accounting & HR Mgmt - Diploma
AGA ACADEMY
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