Lucia Gugliuzzi

• Started as a Mortgage Consultant and later became a Mortgage Broker to lead a team. My ambition enabled me to learn the intricacies of mortgage brokering, which I have been using in conjunction with my financial experience to guide my clients and team members.

Assembling and mentoring a dynamic team resulted in the expansion of our clientele. Through the formulation of strategic approaches, sales and earnings saw significant improvement. Strong relationships were established and maintained with underwriters and Business Development Managers (BDMs) to ensure compliance with FSCO (FSRA) regulations. The team's achievements were highlighted by the attainment of Executive Club status. Specializing in mortgages and related products, we provided customized financial solutions while promptly resolving transactional issues, delivering a seamless experience for our clients.

Successfully consulting with families, sound investment options were provided for their children's post-secondary education. Upholding a high level of ethics and integrity, the focus was on recommending products suitable for long-term financial goals. Additionally, efficient maintenance of sales records and a comprehensive database facilitated effective tracking of client information and ongoing support.

In the current role, a wide range of responsibilities are fulfilled. These include educating and providing relevant services on daily banking and investment products while maintaining confidentiality. Operational standards are adhered to, thorough financial needs analysis is conducted, collaborations with loan officers and financial advisors are made, strong relationships with partners and clients are built, cash supply and bank machines are managed, accounts are overseen, compliance is ensured, and diverse investment services are offered. Additionally, active participation in training new positions within the organization is prioritized.