LYNORA KAJOJA
Windsor
Summary
Results-driven financial services professional with extensive experience in banking, investment advising, and client relationship management. Proven track record of exceeding sales quotas, optimizing financial solutions, and delivering exceptional customer service. Adept at financial planning, regulatory compliance, and asset allocation. Passionate about helping clients achieve their financial goals through tailored strategies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Manager
Billyard Insurance Group
06.2024 - Current
- Assess client's needs to provide tailored insurance solutions.
- Conduct policy reviews to ensure ongoing relevance and value.
- Manage renewals, policy changes, and premium adjustments.
- Utilized connections and social media to acquire new clients.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained a high client retention rate by providing exceptional customer service and anticipating client needs.
Financial Advisor
Scotiabank
11.2023 - 04.2024
- Built and managed a portfolio of clients, providing expert financial guidance.
- Advised clients on mortgages, estate planning, mutual funds, and long-term financial strategies.
- Generated leads and enhanced client acquisition efforts.
- Built strong client relationships, fostering trust and loyalty in managing financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's needs.
- Met weekly appointment and sales quotas by lead calling.
Financial Service Representative
CIBC
07.2023 - 11.2023
- Provided personalized financial advice and investment solutions.
- Streamlined financial reporting processes for improved efficiency and accuracy.
- Increased client satisfaction by providing personalized financial advice and building strong relationships.
- Assisted clients with mutual fund transactions, lending solutions, and mortgage planning.
- Conducted lead calls to expand the client base.
Client Service Representative
CIBC
02.2022 - 07.2023
- Efficiently processed financial transactions, including deposits and withdrawals.
- Delivered high-quality customer service, increasing client satisfaction and referrals.
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
Merchandising Associate
Walmart
03.2017 - 02.2022
- Maintained inventory levels, restocked merchandise, and optimized store layouts.
- Created merchandising strategies based on customer behaviour trends.
- Improved product visibility by creating eye-catching merchandise displays.
- Enhanced customer experience by maintaining clean, well-stocked, and organized store aisles.
- Increased overall store performance with consistent attention to detail in visual merchandising efforts.
Education
Business Finance -
St. Clair College
01.2022
Skills
- Financial Advisory & Wealth Management
- Loan & Mortgage Consultation
- Mutual Funds & Investment Strategies
- Regulatory Compliance & Risk Assessment
- Customer Relationship Building
- Sales Quota Achievement & Lead Generation
- Cash Management & Teller Transactions
- Retirement Planning & Tax Law Understanding
- Account management
- Customer service
- Teamwork and collaboration
Languages
English
Arabic
Certification
IFIC Mutual funds
RIBO
Timeline
Account Manager
Billyard Insurance Group
06.2024 - Current
Financial Advisor
Scotiabank
11.2023 - 04.2024
Financial Service Representative
CIBC
07.2023 - 11.2023
Client Service Representative
CIBC
02.2022 - 07.2023
Merchandising Associate
Walmart
03.2017 - 02.2022
Business Finance -
St. Clair College
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