Meaghan Turner
Stratford
Summary
Financial professional with expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
12.2022 - Current
- Developed personalized financial plans to meet client needs and goals.
- Analyzed investment options to optimize client portfolios for growth and stability.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Monitored client accounts regularly to ensure alignment with financial objectives.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Provided ongoing support and education regarding financial products and services.
Administrative Assistant
Ferguson Plumbing and Heating
01.2020 - Current
- Manage reception greeting customers, answering phones, and taking payments
- Responsible for scheduling estimates for the Owner
- Assisting with scheduling the technicians
- Processing locates, etc.
- Ordering materials for scheduled jobs
- Coordination of returns and refunds
- Invoicing customers
Assistant General Manager
The Little Inn of Bayfield
01.2018 - 01.2020
- Managed front desk and dining room service, ensuring that operations were efficient.
- Assisted the accountant in the administration of payroll and gratuities
- Developed yearly financial strategies to align with budget expectations
- Oversaw restaurant expenditures
- Created and managed schedules and coordinated the delivery of hotel and restaurant services in hosting special events and to meet customer needs.
- Developed staffing schedules to meet fluctuating customer demand.
- Managed inventory of products needed for breakfast and dinner service
- Supported staff in addressing customer concerns, final point of resolution for elevated concerns
Guest Services and Operations Manager
The Little Inn of Bayfield
01.2015 - 01.2018
- Managed front desk service, ensuring that operations were efficient.
- Managed reservations and led the coordination and set-up of themed events at the restaurant.
- Developed front desk and dining room staff schedules to meet customer demand.
- Trained staff on payment system
- Coordinated front desk, dining room, and kitchen service, ensuring communication across teams to deliver excellent customer service.
- Provided leadership to front of staff, but supporting the prompt service to customers and handled any concerns raised.
Desk Agent & Server
The Little Inn of Bayfield
01.2013 - 01.2015
- Provided front line service to customers, answering questions, organizing reservations, and ensuring check-in and check-out processes were efficient.
- Managed payment and night audit procedures.
- Supported other departments in the delivery of exceptional customer service under tight timelines.
Cook and Crew Assistant
Ontario Waterway Cruises
01.2009 - 01.2013
- Created meals for 60 guests as well as for staff.
- Managed food and supply inventory and scheduled regular entertainment for guests.
- Supported management in the development of staffing schedules to meet customer demand.
- Developed expertise in the collaborative delivery of services under a high-pressure, faced paced environment, and to special-needs individuals.
Education
Bachelor of Commerce Degree -
University of Guelph
01.2013
Advanced Diploma - Hotel, Restaurant & Resort Administration
Canadore College
01.2011
Bachelor of Arts - Honours English
Nipissing University
01.2008
Skills
- Attention to detail
- Client relations
- Client relationship building
- Mutual funds license
- Registered Finance and Retirement Advisor Part 1 and 2
Websites
Accomplishments
- Top 25 performer report for 5 quarters in a row
Languages
English
Native or Bilingual
Certification
- Smart Serve, Responsible Alcohol Service Training Certificate, Government of Ontario, 2019
- Health and Safety Certificate, Government of Ontario, 2019
- Mutual Funds Licensed
- RFRA Part 1 and 2 certification
- First aid and CPR certified
Timeline
Financial Advisor
Scotiabank
12.2022 - Current
Administrative Assistant
Ferguson Plumbing and Heating
01.2020 - Current
Assistant General Manager
The Little Inn of Bayfield
01.2018 - 01.2020
Guest Services and Operations Manager
The Little Inn of Bayfield
01.2015 - 01.2018
Desk Agent & Server
The Little Inn of Bayfield
01.2013 - 01.2015
Cook and Crew Assistant
Ontario Waterway Cruises
01.2009 - 01.2013
Advanced Diploma - Hotel, Restaurant & Resort Administration
Canadore College
Bachelor of Arts - Honours English
Nipissing University
Bachelor of Commerce Degree -
University of Guelph
Certificates
Health and Safety Certificate
First Aid and CPR Certified
RFRA part 1 and 2 certification
Mutual Fund License
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