Summary
Overview
Work History
Education
Skills
Timeline
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Maggie Gallant

Victoria,BC

Summary

Experienced in client engagement and working as part of a team. Banking and mutual funds certified, leveraging sales expertise to exceed client expectations and drive success.

Overview

5
5
years of professional experience

Work History

Financial Advisor

RBC
12.2019 - 07.2021
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Assistant Manager

Swarovski
09.2016 - 09.2020
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Monitored cash intake and deposit records.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.

Sales Representative

Bank of Montreal, BMO
09.2017 - 12.2018
  • Managed client information, track leads, and monitor sales progress.
  • Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
  • Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.

Education

Bachelor Of Hospitality Management -

Mount Saint Vincent University
Halifax, None
11.2019

Bachelor Of Sociology -

Dalhousie University
Halifax, None
05.2016

Skills

  • Relationship building and management
  • Sales expertise
  • Retirement planning
  • Sales and Marketing
  • Client Relations
  • Banking
  • Mutual funds
  • Cash Handling
  • Mutual funds understanding
  • Know Your Customer
  • Customer Complaint Resolution
  • Client Engagement

Timeline

Financial Advisor

RBC
12.2019 - 07.2021

Sales Representative

Bank of Montreal, BMO
09.2017 - 12.2018

Assistant Manager

Swarovski
09.2016 - 09.2020

Bachelor Of Hospitality Management -

Mount Saint Vincent University

Bachelor Of Sociology -

Dalhousie University

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Maggie Gallant