Summary
Overview
Work History
Education
Skills
Timeline
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Meagan Theroux

Cold Lake

Summary

Dynamic financial advisor with a proven track record at Scotiabank, specializing in financial advice and excelling in relationship building. Leveraged analytical thinking and sales expertise to foster client loyalty and manage substantial financial portfolios, significantly enhancing customer satisfaction and financial success. Demonstrated exceptional client relations and financial advising skills, ensuring personalized and effective financial solutions.

Overview

2
2
years of professional experience

Work History

Financial Advisor

Scotiabank
01.2024 - Current
  • 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.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Bank Teller

Scotiabank
08.2023 - 01.2024
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

Server

Boston Pizza Restaurant
01.2023 - 07.2023
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.

Education

Open Studies/Finance

Portage College
Lac La Biche, None
08-2022

High School Diploma -

J.A. Williams High School
Lac La Biche, AB
01-2022

Skills

  • Relationship building and management
  • Critical thinking
  • Sales expertise
  • Analytical thinking
  • Financial advising
  • Client relations

Timeline

Financial Advisor

Scotiabank
01.2024 - Current

Bank Teller

Scotiabank
08.2023 - 01.2024

Server

Boston Pizza Restaurant
01.2023 - 07.2023

Open Studies/Finance

Portage College

High School Diploma -

J.A. Williams High School

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Meagan Theroux