Lynn Mugoro
St. John's,NL
Summary
Highly motivated and enthusiastic Financial Advisor, effective at working with clients of all levels and backgrounds and educating them on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
9
9
years of professional experience
Work History
Financial Advisor
The Bank of Nova Scotia
2021.02 - Current
- Manage own book of business
- Proactive in discovering our customers’ needs, listening to understand what they are asking for
- Serviced and monitored clients’ assets by proper allocation fundamentals
- Recommended specific solutions to help clients meet financial goals.
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
- Took a proactive approach called calling clients and generating more business
- Provided holistic Financial Analysis including investments and Mutual Funds
- Resolve customer service complaints and provide solutions.
- Collaborate with different partners such as Wealth Management and Small Business to help clients meet their needs
- Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Cultivate and strengthened relationships with new clients and educated clients on account services and capabilities.
- Maintain open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process and credit applications.
- Develop comprehensive financial plans for clients to achieve short-term and long-term goals complete with implementation, resulting in increased client satisfaction.
- Assisted clients in selecting the correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Identified opportunities for process improvement within the department, leading initiatives that drove operational efficiency.
Cash Officer / Customer Service Representative
The Bank of Nova Scotia
2019.06 - 2021.01
- Executed financial transactions according to bank policies and procedures
- Responded to customer inquiries, providing information on bank accounts, policies, products, and services
- Assessed the needs of customers, suggesting products and services accordingly
- Researched and resolved service-related problems
- Ensure availability of cash for daily payment and ensure the balancing of the vault
- Maintained accurate cash balances by diligently counting currency, checks, and other negotiable instruments.
- Improved customer satisfaction by efficiently processing cash transactions and providing prompt service.
- Reduced errors with effective management of cash drawer, ensuring timely deposits and withdrawals.
Information Management Student Assistant
Queen Elizabeth II Library
2017.12 - 2019.06
- Responsible for digitizing records using the appropriate technology
- Maintained an organized inventory of digitized documents in possession
- Maintained organized inventory of records not digitized and in process
- Converted between digital formats through proper software to ensure files are ready for coding.
Information Management Student Assistant
Queen Elizabeth II Library
2015.07 - 2016.12
- Responsible for digitizing records using the appropriate technology
- Maintained an organized inventory of digitized documents in possession
- Maintained organized inventory of records not digitized and in process
- Converted between digital formats through proper software to ensure files are ready for coding.
Education
Registered Financial and Retirement Certification -
CIFP
03.2024
Registered Financial and Retirement I -
CIFP
03.2023
Mutual fund license -
IFSE Institute
05.2021
Bachelor of Arts -
Memorial University of Newfoundland
01.2020
Skills
- Skilled in providing customized financial solutions through analysis, problem-solving and decision-making while focusing on building and maintaining long-term internal and external relationships contributing to business development through the use of analytical and critical thinking.
- Contribute and comply with the organization’s core values. Respect, Integrity, Passion, and Accountability
- Oversee organizational policies, practices, special initiatives and procedures.
- Strong communication, interpersonal and leadership skills.
- Contribute to the overall business objective.
- Minimize organization exposure to risk.
- Manage and monitor daily cash movement and balance
- Skilled at providing Investment advice including Mutual Funds
- Skilled at relationship building and management
- Use excellent sales expertise to recommend solutions to help clients meet their goals such as loans or other banking solutions
- Assist clients with debt management strategies
- Skilled at building and maintaining a good pipeline Management
- Providing clients with Financial Goal Planning, financial advising and investment planning
- Skilled at using the Know Your Customer strategy to ensure all recommended solutions are customized to their personal and unique needs
- Skilled at Customer Referrals to build business relationships
- Skilled at using Salesforce
Accomplishments
- Recognized Top 50% Performer 2021 Q4, The Bank of Nova Scotia
- Recognized Top 25% Performer 2022 Q1, The Bank of Nova Scotia
- Recognized Top 50% Performer 2022 Q2, The Bank of Nova Scotia
- Recognized Top 25% Performer 2022 Q3, The Bank of Nova Scotia
- Recognized Top 25% Performer 2022 Q4, The Bank of Nova Scotia
- Recognized Top 25% Performer 2023 Q1, The Bank of Nova Scotia
- Recognized Top 25% Performer 2023 Q3, The Bank of Nova Scotia
- Recognized Top 25% Performer 2023 Q4, The Bank of Nova Scotia
References
Available upon request.
Languages
English
Native or Bilingual
Timeline
Financial Advisor
The Bank of Nova Scotia
2021.02 - Current
Cash Officer / Customer Service Representative
The Bank of Nova Scotia
2019.06 - 2021.01
Information Management Student Assistant
Queen Elizabeth II Library
2017.12 - 2019.06
Information Management Student Assistant
Queen Elizabeth II Library
2015.07 - 2016.12
Registered Financial and Retirement Certification -
CIFP
Registered Financial and Retirement I -
CIFP
Mutual fund license -
IFSE Institute
Bachelor of Arts -
Memorial University of Newfoundland
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