Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Melanie Jenkins

Miramichi

Summary

Highly motivated Senior Financial Advisor with a proven track record at Scotiabank, excelling in client engagement and portfolio management. Expert in developing tailored financial strategies, enhancing client satisfaction, and mentoring junior advisors. Friendly and personable with adaptable approach, consistently delivers optimal investment returns while fostering lasting client relationships.

Overview

18
18
years of professional experience

Work History

Senior Financial Advisor

Scotiabank
12.2017 - Current
  • Assisted clients in developing personalized financial plans to meet long-term goals.
  • Researched investment opportunities and market trends to provide informed recommendations.
  • Educated clients on various financial products, ensuring understanding of benefits and risks.
  • Supported senior advisors in preparing for client meetings and presentations.
  • Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
  • Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
  • Mentored junior advisors to enhance team performance and drive overall success within the bank.

Manager, AT&T Billing Department, Website Solution

Hostopia
07.2007 - 12.2017
  • Led cross-functional teams to enhance operational efficiency and streamline project workflows.
  • Developed and implemented strategic initiatives to improve service delivery and customer satisfaction.
  • Mentored junior staff, fostering professional growth and enhancing team capabilities through targeted training programs.
  • Analyzed performance metrics to identify areas for improvement, resulting in optimized processes and reduced costs.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.

Education

Mutual Funds License - Banking And Finance

Canadian Investment Funds Course
04-2018

Skills

  • Know your customer
  • Client engagement
  • Client service and support
  • Mutual funds
  • Data privacy
  • Investment advice
  • Anti-money laundering
  • Retirement planning
  • Portfolio management
  • Asset allocation
  • Retirement needs
  • Estate planning
  • Financial strategies
  • Developing financial plans
  • Training and coaching

Languages

English
Native or Bilingual

Timeline

Senior Financial Advisor

Scotiabank
12.2017 - Current

Manager, AT&T Billing Department, Website Solution

Hostopia
07.2007 - 12.2017

Mutual Funds License - Banking And Finance

Canadian Investment Funds Course

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Melanie Jenkins