Maydel Dominguez
Toronto
Summary
Senior Financial Advisor and Mutual Fund Representative with over 12 years at Scotiabank and 15+ years in financial services. Chartered Financial Planner (CIFP).Experienced with financial planning, risk assessment, and investment strategy development. Utilizes deep knowledge of market trends and regulatory requirements to offer comprehensive financial guidance. Track record of building strong client relationships and driving financial growth. Skilled in lending strategies, credit structuring, and end-to-end banking support. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
19
19
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
11.2021 - Current
- Specialize in credit structuring, personal lending, mortgages, and secured credit strategies to align with client goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensure compliance with AML, KYC, privacy, and credit risk policies while monitoring portfolio activity and lending conditions.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
Financial Advisor
Scotiabank
06.2018 - 11.2021
- Delivered multi-dimensional financial advice and built long-term client relationships rooted in trust and performance.
- Handled personal lending, investment planning, and digital onboarding with a service-first approach.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Universal Banker
Scotiabank
09.2017 - 06.2018
- Supported clients in accessing the full range of banking services, including investments, credit, and deposits.
- Demonstrated high-touch service skills and promoted customized banking solutions.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
Customer Service Representative
Scotiabank
09.2012 - 09.2017
- Delivered prompt, respectful client service while assisting with transactions, inquiries, and early financial advice opportunities.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Assisted in fraud prevention efforts by closely monitoring customer accounts and reporting suspicious activity as required.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Customer Service Representative
Municipal Property Assessment Corporation (MPAC)
06.2012 - 11.2012
- Assisted the public with complex property assessment inquiries and maintained detailed interaction records.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Managed high call volume, consistently maintaining a professional demeanor and prioritizing customers'' needs.
Customer Service Representative
Omega Direct Response Inc.
11.2006 - 08.2010
- Supported Bank of America clients with credit card activation, fraud protection, and account assistance.
- Balanced high call volume while maintaining composure under pressure, resulting in satisfied customers and positive feedback ratings.
- Boosted sales revenue by effectively promoting products and services to potential customers.
Customer Service Representative
Omega Direct Response Inc.
11.2006 - 08.2010
- Supported Bank of America clients with credit card activation, fraud protection, and account assistance.
- Balanced high call volume while maintaining composure under pressure, resulting in satisfied customers and positive feedback ratings.
- Boosted sales revenue by effectively promoting products and services to potential customers.
Education
Bachelor’s Degree - Counseling Psychology
Canada Christian College
Toronto, ON01.2015
Diploma - Business Administration
Academy of Learning
Toronto, ON01.2009
Skills
- Effective verbal communication
- Training and coaching
- Client relationship management
- Strategic investment recommendations
- Financial debt management
- Financial asset management
- Problem-solving skills
Accomplishments
Best of the Best Scotiabank Recognition
Languages
Spanish
Native or Bilingual
Certifications And Designations
- Chartered Financial Planner (CIFP)
- Mutual Fund Representative (MFDA licensed)
Timeline
Senior Financial Advisor
Scotiabank
11.2021 - Current
Financial Advisor
Scotiabank
06.2018 - 11.2021
Universal Banker
Scotiabank
09.2017 - 06.2018
Customer Service Representative
Scotiabank
09.2012 - 09.2017
Customer Service Representative
Municipal Property Assessment Corporation (MPAC)
06.2012 - 11.2012
Customer Service Representative
Omega Direct Response Inc.
11.2006 - 08.2010
Customer Service Representative
Omega Direct Response Inc.
11.2006 - 08.2010
Diploma - Business Administration
Academy of Learning
Bachelor’s Degree - Counseling Psychology
Canada Christian College
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