Overview
Work History
Education
Skills
Volunteering
Timeline
Generic
Megan O'Reilly

Megan O'Reilly

Chilliwack,BC

Overview

4
4
years of professional experience

Work History

Senior Financial Advisor

Envision Financial
02.2023 - Current
  • Helped individuals and families build and execute wealth & lending management strategies based on unique goals and objectives.
  • Facilitated new client onboarding process and account setup.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

Financial Advisor

Envision Financial
08.2021 - 02.2023
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Processed a full range of complex member transactions including, but not limited to: personal loans, retail mortgages and RRSP loans; investment products; Mutual funds.

Member Advisor

Envision Financial
08.2020 - 08.2021
  • Enhanced member satisfaction by providing personalized financial advice and tailored solutions.
  • Assisted members in navigating online banking platforms, promoting the use of digital tools for ease of account management.
  • Reduced wait times by streamlining workflows which resulted in higher client satisfaction rates.
  • Provided ongoing support to members, ensuring prompt resolution of issues and concerns.

Education

CFI Institue - CBCA Certification
Chilliwack
06.2025

High School Diploma -

St.John Brebeuf
Abbotsford
06.2017

Skills

  • Communication
  • Financial Planning
  • Portfolio Management
  • Client service and support
  • Critical thinking
  • Time management abilities

Volunteering

Bowls of Hope (August 2021 - Present) 

I have been Envisions Rep for organizing the volunteers for our weekly soup delivery as well as participated in chopping events to help the kicthen keep up with donations. 


Neighborhood Learning Centre (August 2022-2024) 

Helped organize and present a 1 hour learning session on various financial issues. 

Have done these presentations for the young families in chilliwack needed additional help and the ability to ask questions in a judge free zone as well as a seniors group with education on budgeting on pension income. 


Night Shift Ministries (September 2014 - June 2019) 

Organized food, donations, meal prep and serving for people in need in downtown surrey. 

Timeline

Senior Financial Advisor

Envision Financial
02.2023 - Current

Financial Advisor

Envision Financial
08.2021 - 02.2023

Member Advisor

Envision Financial
08.2020 - 08.2021

CFI Institue - CBCA Certification

High School Diploma -

St.John Brebeuf

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