Summary
Overview
Work History
Education
Skills
Personalrelationshipmanageratbfinancial
Atbinvestmentspecialistatbfinancial
Investmentplanningeducation
Branchmanagervision
Languages
Certification
Work Availability
Timeline
Marnie Plummer

Marnie Plummer

Branch Manager
Lac Ste. Anne County ,AB

Summary

Highly organized and dependable candidate with a proven track record of success in effectively managing multiple priorities. Adept at meeting team goals by willingly taking on additional responsibilities while maintaining a positive attitude.

Branch management professional prepared to lead with strong focus on achieving results through team collaboration. Adept at operational oversight, strategic planning, and driving business growth. Skilled in staff development, conflict resolution, and customer relations. Reliable and adaptable to changing needs, fostering productive and positive work environment.

Overview

20
20
years of professional experience
2
2
Certification

Work History

Investment Specialist

Vision Credit Union
03.2025 - Current
  • Improved team productivity by implementing effective time-management strategies and prioritizing tasks according to urgency.
  • Advised clients on tax-efficient investing strategies to optimize their overall wealth management plan.
  • Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
  • Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.

Mortgage Specialist

ATB Financial
09.2024 - 03.2025
  • Achieved high customer retention rate through exceptional relationship management and personalized service.
  • Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
  • Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
  • Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.

Branch Manager

Vision Credit Union
02.2024 - 09.2024
  • Ensure high employee engagement through talent management
  • Support Team in development and career planning
  • Deliver results through strong sales management routines and coaching ability
  • Partner with Senior manager to ensure operational effectiveness of the branch and maximize the performance of the team
  • Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
  • Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
  • Leverage partners to establish both internal and external working relationships to support business objectives
  • Initiate, build, and nurture strong relationships with Centre of influence partners both external and internal
  • Initiate and participate in Community volunteer activities and engagement practices that are for greater good of community and bank
  • Support the team I lead to proficiency and help them grow to career aspirations
  • Implement and sustain a Client Centric environment
  • Support my Leadership Team and company to support initiatives and focuses to increase growth and acquisition as well as sustain and build deeper relationships with existing clients
  • Represent company with professionalism and integrity
  • Change management skills and understanding
  • Team Leader – Leading with purpose, value, integrity, and ethics
  • I nurture Team building and do that with a hands-on approach
  • I am proficient in cash, borrowing and investing solutions and I accomplish this through assisting where and when I can
  • I thorough understanding the products and how to process all loans, transactions, and cash management to assist team
  • It gives me oversight on gaps or opportunities to coach with and understanding of what it takes to complete all of their duties.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Assessed employee performance and developed improvement plans.
  • Engaged employees in business processes with positive motivational techniques.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Complied with regulatory guidelines and requirements.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Examined customer loan applications for loan approvals and denials.
  • Resolved various issues impacting sales management and business operations.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Optimized branch inventory management practices for improved product availability and reduced stock obsolescence costs.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
  • Generated financial and operational reports to assist management with business strategy.
  • Implemented service improvements to enhance sales cycle.
  • Championed process improvement initiatives that resulted in increased efficiency, improved service quality, or cost savings for the organization as a whole.
  • Launched new training program to boost employee skills and staff retention rate.
  • Complied with established internal controls and policies.
  • Developed strategic plans for day-to-day financial operations.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

BRANCH LEADER

ATB Financial
11.2019 - 02.2024
  • Ensure high employee engagement through talent management
  • Support Team in development and career planning
  • Deliver results through strong sales management routines and coaching ability
  • Partner with Senior manager to ensure operational effectiveness of the branch and maximize the performance of the team
  • Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
  • Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
  • Leverage partners to establish both internal and external working relationships to support business objectives
  • Initiate, build, and nurture strong relationships with Centre of influence partners both external and internal
  • Initiate and participate in Community volunteer activities and engagement practices that are for greater good of community and bank
  • Support the team I lead to proficiency and help them grow to career aspirations
  • Implement and sustain a Client Centric environment
  • Support my Leadership Team and company to support initiatives and focuses to increase growth and acquisition as well as sustain and build deeper relationships with existing clients
  • Represent company with professionalism and integrity
  • Foster an inclusive, respectful, collaborative team while coaching to excellence
  • Communicate to team with purpose upcoming changes, campaigns, initiatives and company focus
  • Change management skills and understanding
  • Growth mindset to learn and try new things
  • Business acumen
  • Understanding economic and demographic of area’s we serve
  • Team Leader – Leading with purpose, value, integrity, and ethics
  • I nurture Team building and do that with a hands-on approach
  • I am proficient in cash, borrowing and investing solutions and I accomplish this through assisting where and when I can
  • I thorough understanding the products and how to process all loans, transactions, and cash management to assist team
  • It gives me oversight on gaps or opportunities to coach with and understanding of what it takes to complete all their duties.
  • Promoted a positive work environment by addressing employee concerns promptly and fostering open lines of communication between staff members at all levels of the organization.
  • Streamlined operations for increased efficiency through process improvements and updated technology.
  • Evaluated employee performance fairly using a comprehensive appraisal system that took into account individual contributions as well as team dynamics.
  • Boosted customer satisfaction with proactive communication, timely issue resolution, and personalized service.
  • Implemented targeted marketing campaigns to attract new customers and expand market share within the community.
  • Ensured adherence to industry regulations by conducting regular internal audits on branch procedures/processes and ensuring proper documentation is maintained.
  • Initiated community outreach efforts to increase brand visibility and engagement among local businesses and residents.
  • Established strong relationships with clients to foster trust, loyalty, and long-term business partnerships.
  • Mentored employees towards professional development by creating tailored career plans based on individual goals aligned with organizational objectives.
  • Maximized branch profitability with a focus on revenue growth, cost control, and risk management.
  • Enhanced branch performance by implementing effective sales strategies and staff training programs.
  • Assessed employee performance and developed improvement plans.

ASSISTANT BRANCH MANAGER

ATB Financial
06.2019 - 11.2019
  • Ensure high employee engagement through talent management
  • Support Team in development and career planning
  • Deliver results through strong sales management routines and coaching ability
  • Partner with Senior manager to ensure operational effectiveness of the branch and maximize the performance of the team
  • Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
  • Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
  • Leverage partners to establish both internal and external working relationships to support business objectives
  • Initiate, build, and nurture strong relationships with Centre of influence partners both external and internal
  • Initiate and participate in Community volunteer activities and engagement practices that are for greater good of community and bank
  • Support my Leadership Team and company to support initiatives and focuses to increase growth and acquisition as well as sustain and build deeper relationships with existing clients
  • Foster an inclusive, respectful, collaborative team while coaching to excellence
  • Communicate to team with purpose upcoming changes, campaigns, initiatives, and company focus
  • Growth mindset to learn and try new things
  • Business acumen
  • Understanding economic and demographic of area’s we serve
  • Team Leader – Leading with purpose, value, integrity, and ethics
  • I nurture Team building and do that with a hands-on approach
  • I am proficient in cash, borrowing and investing solutions and I accomplish this through assisting where and when I can
  • I thorough understanding the products and how to process all loans, transactions, and cash management to assist team
  • It gives me oversight on gaps or opportunities to coach with and understanding of what it takes to complete all their duties.

BRANCH MANAGER

ATB Financial
06.2017 - 06.2019
  • Ensure high employee engagement through talent management
  • Support Team in development and career planning
  • Deliver results through strong sales management routines and coaching ability
  • Partner with Senior manager to ensure operational effectiveness of the branch and maximize the performance of the team
  • Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
  • Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
  • Leverage partners to establish both internal and external working relationships to support business objectives
  • Initiate, build, and nurture strong relationships with Centre of influence partners both external and internal
  • Initiate and participate in Community volunteer activities and engagement practices that are for greater good of community and bank
  • Support the team I lead to proficiency and help them grow to career aspirations
  • Implement and sustain a Client Centric environment
  • Support my Leadership Team and company to support initiatives and focuses to increase growth and acquisition as well as sustain and build deeper relationships with existing clients
  • Represent company with professionalism and integrity
  • Foster an inclusive, respectful, collaborative team while coaching to excellence
  • Communicate to team with purpose upcoming changes, campaigns, initiatives, and company focus
  • Change management skills and understanding
  • Growth mindset to learn and try new things
  • Business acumen
  • Understanding economic and demographic of area’s we serve
  • Team Leader – Leading with purpose, value, integrity, and ethics
  • I nurture Team building and do that with a hands-on approach
  • I am proficient in cash, borrowing and investing solutions and I accomplish this through assisting where and when I can
  • I thorough understanding the products and how to process all loans, transactions, and cash management to assist team
  • It gives me oversight on gaps or opportunities to coach with and understanding of what it takes to complete all their duties.

INVESTMENT SPECIALIST

Servus Credit Union
03.2011 - 05.2017
  • Helping Clients plan and succeed with unique investment goals to life with a customized financial plan
  • I created a defined path to Client’s investment goals
  • With a clear understanding of their goals, time horizon and your tolerance for risk, together we set up an action plan for a portfolio that is designed for both the journey and your destination
  • I also ensure all aspects of their financial needs are addressed
  • Often sending referrals to retail, insurance and other partners as needed
  • Seek out new client opportunities and relationships through community events, social networking and building on/developing Centers of Influences
  • Demonstrate sustained self-management attributes and behaviors
  • My responsibilities included onboarding and training of new Investment Specialists as well as Financial Advisors
  • I was responsible for training, mentoring, and coaching of new Investment Specialists as well as ongoing support for FA’s
  • I helped start an Investment Specialist/ Licensed FA Advisory committee
  • This committee was started to address all concerns and any issues that all Investment Specialists as well as Financial Advisors to voice their concerns and needs to Head of the Dept
  • It was also useful to ensure consistent, timely communication and information to all staff involved
  • It was a milestone in engagement and teamwork among all involved
  • I was also responsible for seminars and presentations to staff as well as Clients
  • I was responsible to engage Branch Staff and to establish an ongoing relationship with each Branch Manager and all Staff
  • I was very successful with those relationships and worked closely as a partner with Branch and Team to ensure success of the staff and branch while doing what was best interest of the client
  • Maintain a strong understanding of investment related regulations, sales processes, policies, procedures, and compliance requirements to adhere to compliance code of conduct and respect the ethical values of financial advisor role.
  • Increased client satisfaction by providing tailored investment advice and creating customized financial plans.
  • Led educational seminars for clients on various investment topics to improve their understanding of the financial markets.
  • Recommended appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.
  • Implemented risk-management measures across all aspects of client portfolios to protect against adverse market conditions.
  • Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
  • Collaborated with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth.
  • Contributed towards business development efforts by identifying prospective clients through networking events and referrals from existing customers.
  • Managed a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure.
  • Improved team productivity by implementing effective time-management strategies and prioritizing tasks according to urgency.
  • Conducted comprehensive market research to identify new investment opportunities and stay current on industry trends.
  • Utilized advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes.
  • Advised clients on tax-efficient investing strategies to optimize their overall wealth management plan.
  • Held meetings with customers to review and update accounts.
  • Enhanced overall firm reputation by consistently demonstrating professionalism, expertise, and dedication to client success.
  • Streamlined processes for more efficient client management, reducing response times and improving overall service quality.
  • Met with customers and clients to update accounts and reports.
  • Participated in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices.
  • Provided detailed performance reports to clients, explaining the rationale behind investment decisions and highlighting key achievements.
  • Mentored junior staff members by sharing insights into best practices for managing client relationships and navigating complex financial markets.
  • Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
  • Negotiated favorable terms with external partners such as brokers or custodians, resulting in cost savings for the firm.
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Contacted potential clients to pursue sales and gather funds.
  • Researched companies and prepared presentations for management and prospective buyers.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Educated clients on financial topics and best practices.
  • Monitored and updated financial plans to comply with client goals.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Presented financial plans and investment recommendations to clients.
  • Advised clients on investments, retirement and estate planning.
  • Assisted clients with budgeting and cash flow management.
  • Educated clients on potential risks and rewards associated with various investments.
  • Researched and evaluated potential investment products for clients.
  • Collaborated with clients to develop customized investment portfolios.
  • Recommended specific investments to help clients meet financial goals.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Implemented exit strategies for clients to transition out of investments.

PERSONAL RELATIONSHIP MANAGER

ATB Financial
09.2008 - 03.2011
  • My responsibility was to ensure that all new and existing customers received a superior client experience
  • Ensuring that customers are introduced to the right partners and offers
  • Responsible for staying current with my training as well as ongoing procedure and product knowledge changes to ensure in the best interest of customers as well as the bank were met
  • I help bring Clients unique goals to life with a customized financial plan
  • I create a defined path to Client’s investment goals
  • With a clear understanding of their goals, time horizon and your tolerance for risk, together we set up your action plan for a portfolio that is designed for both the journey and your destination
  • This was a new branch and no existing book of business
  • Therefore, networking and business prospecting was a large part of the role
  • My responsibilities included seeking out new client opportunities and relationships through community events, social networking, and building on/developing Centers of Influences
  • My main area of focus was to build our Mortgage book and fully bank clients.
  • Developed strong relationships with clients for increased loyalty and long-term revenue growth.
  • Streamlined internal processes for improved efficiency and a more seamless client experience.
  • Collaborated with cross-functional teams to devise customized financial strategies for high-net-worth individuals.
  • Assisted clients in navigating complex financial decisions through clear communication and expert guidance.
  • Provided exceptional customer service through timely follow-ups, proactive problem-solving, and genuine empathy towards clients'' needs.
  • Maintained up-to-date knowledge of industry regulations, ensuring compliance across all client interactions.
  • Maximized lending opportunities by actively prospecting new business leads through networking events and strategic partnerships.
  • Documented lending and receiving of records from storage to track and safeguard files.
  • Ensured compliance with regulatory requirements by maintaining up-to-date knowledge of lending policies and procedures.
  • Managed a diverse portfolio of loans while maintaining strict compliance with federal lending laws and guidelines.
  • Optimized lending practices by maintaining up-to-date knowledge of industry trends and regulatory requirements.
  • Optimized lending procedures which resulted in faster turnaround times for loan approvals.
  • Optimized workflow processes to reduce errors and increase efficiency within the lending department.
  • Oversaw the development of new lending products, ensuring compliance with regulatory requirements while meeting customers'' needs.
  • Supported business growth by ensuring accurate and timely analysis of customer profiles, enabling informed lending decisions.
  • Collaborated with cross-functional teams to analyze potential risks in complex lending scenarios and proposed suitable mitigation measures.
  • Increased loan production by streamlining mortgage lending processes and implementing more efficient systems.
  • Identified potential risks or inconsistencies within applicant data, resulting in informed lending decisions and minimized default rates.
  • Collaborated with underwriting teams for prompt loan approval, expediting the overall lending process for clients.
  • Worked with lending institutions to secure financing and fulfill contracts.
  • Ensured accurate data entry into lending systems, minimizing errors that could impact loan decisions or reporting metrics.
  • Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
  • Ensured compliance with lending regulations by meticulously reviewing applications for accuracy and completeness.
  • Established clear communication channels between internal departments to facilitate smooth collaboration throughout the entire lending process.
  • Managed and evaluated operational processes and procedures to offer retail lending products and services.
  • Provided guidance on credit products, assisting clients in successfully navigating the lending process.
  • Participated in ongoing professional development through industry conferences, workshops, and training sessions to augment lending expertise.
  • Managed risk effectively by adhering to established lending guidelines and conducting thorough due diligence on potential borrowers.
  • Demonstrated exceptional problem-solving skills when addressing client concerns or overcoming obstacles encountered during the lending process.
  • Leveraged excellent interpersonal skills when interacting with clients, building rapport and trust throughout the entire lending process.
  • Mentored junior lending officers on best practices in sales techniques, product knowledge, and regulatory compliance requirements.
  • Maximized revenue growth by identifying opportunities to increase lending while maintaining strict risk controls.
  • Leveraged financial modeling techniques to predict borrower behavior, supporting more accurate lending decisions.
  • Reduced risk exposure by conducting thorough credit analyses and ensuring compliance with lending regulations.
  • Participated in ongoing professional development to stay up-to-date on industry trends and changes in lending regulations.
  • Provided exceptional customer service by addressing borrower inquiries promptly, ensuring client satisfaction throughout the lending process.
  • Contributed to overall company growth by identifying new lending opportunities within the retail market segment.
  • Increased efficiency in the lending process by identifying bottlenecks and recommending appropriate solutions.
  • Minimized lending losses by proactively monitoring delinquent accounts and initiating appropriate loss mitigation options when necessary.
  • Continuously improved personal expertise in mortgage products and lending guidelines through ongoing education opportunities and industry research.
  • Evaluated complex borrower profiles to determine creditworthiness and make informed lending decisions.

ATB INVESTMENT SPECIALIST

ATB FINANCIAL / ATBIS/ATB Wealth
05.2005 - 03.2008
  • I help bring Clients unique goals to life with a customized financial plan
  • I create a defined path to Client’s investment goals
  • With a clear understanding of their goals, time horizon and your tolerance for risk, together we set up action for your plan for a portfolio that is designed for both the journey and your destination
  • I also ensure all aspects of their financial needs are addressed
  • Often sending referrals to retail, insurance and other partners as needed
  • Seek out new client opportunities and relationships through community events, social networking and building on/developing Centers of Influences
  • I was expected to demonstrate sustained self-management attributes and behaviors
  • My responsibilities included maintaining strong partner relationships with the Branch Manager and Staff
  • Ensuring that customers are introduced to the right partners and offers
  • Responsible for staying current with my training as well as ongoing procedure and product knowledge changes to ensure in the best interest of customers as well as the bank were met
  • My responsibility was to ensure that all new and existing customers receive a superior client experience
  • I also ensure all aspects of their financial needs are addressed
  • Often sending referrals to retail, insurance and other partners as needed
  • Demonstrate sustained self-management attributes and behaviors
  • My responsibilities included onboarding and training of new Investment Specialists as well as Financial Advisors
  • I was responsible for training, mentoring, and coaching of new Investment Specialists.
  • Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
  • Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
  • Implemented risk-management measures across all aspects of client portfolios to protect against adverse market conditions.
  • Collaborated with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth.
  • Led educational seminars for clients on various investment topics to improve their understanding of the financial markets.
  • Advised clients on tax-efficient investing strategies to optimize their overall wealth management plan.
  • Utilized advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes.
  • Increased client satisfaction by providing tailored investment advice and creating customized financial plans.
  • Met with customers and clients to update accounts and reports.
  • Contributed towards business development efforts by identifying prospective clients through networking events and referrals from existing customers.
  • Held meetings with customers to review and update accounts.
  • Managed a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure.
  • Conducted comprehensive market research to identify new investment opportunities and stay current on industry trends.
  • Mentored junior staff members by sharing insights into best practices for managing client relationships and navigating complex financial markets.
  • Recommended appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.
  • Participated in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices.
  • Contacted potential clients to pursue sales and gather funds.
  • Helped clients make informed decisions about financial future.
  • Educated clients on financial topics and best practices.
  • Monitored and updated financial plans to comply with client goals.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Presented financial plans and investment recommendations to clients.
  • Advised clients on investments, retirement and estate planning.
  • Assisted clients with budgeting and cash flow management.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Implemented exit strategies for clients to transition out of investments.

Education

No Degree - Investment Funds of Canada

Canadian Securities Institute, Canada
05.2024
  • Completed Coursework: IFIC - 2000 - this lapsed as not registered. re-enrolled may 2024 and passed.
  • enrolled in CSC - 2015- but not completed as not required for new role.
  • Completed PFP - 2013
  • Willing to re enroll in CFP or other education as needed to fulfill requirements of role.


Diploma, Education -

Peace River High School
01.1985

Skills

  • Customer Service
  • Excellent time management skills
  • Excellent work ethic
  • Attention to Detail
  • Relationship building and management
  • Verbal/written communication
  • Goals and performance
  • Prioritizing and Planning

Investment strategy

Mutual funds

Investment performance analysis

Banking

Equity valuation

Insurance planning

Equity markets

Asset management

Retirement planning

Portfolio management

Wealth management

Asset allocation

Business development

Creative thinking

Problem-solving skills

Verbal and written communication

Customer Service-oriented

Self-motivated nature

Employee motivation

Analytical thinking

Operations management

Meticulous attention to detail

Strategic planning

Staff training

Administration strength

Project management

Community relations

Forward-thinking

Professional demeanor

Due diligence

Sales proficiency

Risk mitigation

Self-directed mindset

Revenue generation

Investment strategies

Best practices

Estate planning

Loan approvals

Uncompromising work ethic

Teamwork and collaboration

Customer service

Problem-solving

Honest and dependable

Time management

Problem-solving abilities

Reliability

Excellent communication

Critical thinking

Team collaboration

Organizational skills

Relationship building

Decision-making

Adaptability and flexibility

Active listening

Personalrelationshipmanageratbfinancial

Personal Relationship Manager, Edmonton, Windermere Mortgages / credit, 09/2008-03/2011, My responsibility was to ensure that all new and existing customers received a superior client experience., Ensuring that customers are introduced to the right partners and offers. Responsible for staying current with my training as well as ongoing procedure and product knowledge changes to ensure in the best interest of customers as well as the bank were met., I help bring Clients unique goals to life with a customized financial plan. I create a defined path to Client’s investment goals. With a clear understanding of their goals, time horizon and your tolerance for risk, together we set up your action plan for a portfolio that is designed for both the journey and your destination., This was a new branch and no existing book of business. Therefore, networking and business prospecting was a large part of the role. My responsibilities included seeking out new client opportunities and relationships through community events, social networking, and building on/developing Centers of Influences. My main area of focus was to build our Mortgage book and fully bank clients.

Atbinvestmentspecialistatbfinancial

ATB Investment Specialist, Peace River, Grimshaw, Manning, Falher, McLennan, AB, 05/2005-03/2008, I help bring Clients unique goals to life with a customized financial plan. I create a defined path to Client’s investment goals. With a clear understanding of their goals, time horizon and your tolerance for risk, together we set up action for your plan for a portfolio that is designed for both the journey and your destination., I also ensure all aspects of their financial needs are addressed. Often sending referrals to retail, insurance and other partners as needed., Seek out new client opportunities and relationships through community events, social networking and building on/developing Centers of Influences., I was expected to demonstrate sustained self-management attributes and behaviors., My responsibilities included maintaining strong partner relationships with the Branch Manager and Staff., Ensuring that customers are introduced to the right partners and offers. Responsible for staying current with my training as well as ongoing procedure and product knowledge changes to ensure in the best interest of customers as well as the bank were met., My responsibility was to ensure that all new and existing customers receive a superior client experience., I also ensure all aspects of their financial needs are addressed. Often sending referrals to retail, insurance and other partners as needed., Demonstrate sustained self-management attributes and behaviors., My responsibilities included onboarding and training of new Investment Specialists as well as Financial Advisors. I was responsible for training, mentoring, and coaching of new Investment Specialists

Investmentplanningeducation

Post-secondary education in INVESTMENT PLANNING, Canadian Securities Institute, Edmonton, AB, 06/2000-01/2024

Branchmanagervision

Branch Manager Vision, Peace River, AB, 02/26/24-present, Ensure high employee engagement through talent management., Support Team in development and career planning, Deliver results through strong sales management routines and coaching ability., Partner with Senior manager to ensure operational effectiveness of the branch and maximize the performance of the team., Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience., Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage., Leverage partners to establish both internal and external working relationships to support business objectives., Initiate, build, and nurture strong relationships with Centre of influence partners both external and internal., Initiate and participate in Community volunteer activities and engagement practices that are for greater good of community and bank., Support the team I lead to proficiency and help them grow to career aspirations., Implement and sustain a Client Centric environment., Support my Leadership Team and company to support initiatives and focuses to increase growth and acquisition as well as sustain and build deeper relationships with existing clients., Represent company with professionalism and integrity., Change management skills and understanding., Team Leader – Leading with purpose, value, integrity, and ethics. I nurture Team building and do that with a hands-on approach. I am proficient in cash, borrowing and investing solutions and I accomplish this through assisting where and when I can. I thorough understanding the products and how to process all loans, transactions, and cash management to assist team. It gives me oversight on gaps or opportunities to coach with and understanding of what it takes to complete all of their duties.

Languages

English
Native or Bilingual

Certification

  • License - [Timeframe]

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Investment Specialist - Vision Credit Union
03.2025 - Current
Mortgage Specialist - ATB Financial
09.2024 - 03.2025
Branch Manager - Vision Credit Union
02.2024 - 09.2024
BRANCH LEADER - ATB Financial
11.2019 - 02.2024
ASSISTANT BRANCH MANAGER - ATB Financial
06.2019 - 11.2019
BRANCH MANAGER - ATB Financial
06.2017 - 06.2019
INVESTMENT SPECIALIST - Servus Credit Union
03.2011 - 05.2017
PERSONAL RELATIONSHIP MANAGER - ATB Financial
09.2008 - 03.2011
ATB INVESTMENT SPECIALIST - ATB FINANCIAL / ATBIS/ATB Wealth
05.2005 - 03.2008
Canadian Securities Institute - No Degree, Investment Funds of Canada
Peace River High School - Diploma, Education,

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