Summary
Overview
Work History
Education
Skills
Languages
Certification
Hobbies
References
Timeline
Generic

Melissa Adams

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Financial Advisor

TD Bank
12.2018 - Current
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Financial Services Representative

TD Bank
10.2013 - 12.2018
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Streamlined financial processes for improved efficiency and reduced errors in transactions.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.

Customer Services Representative

TD Bank
01.2013 - 11.2013
  • Skilled at working independently and collaboratively in a team environment.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.

Administrative Assistant

Ministère D'emploi Et De La Solidarité Sociale
05.2011 - 09.2011
  • Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
  • Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.

Cashier

Canadian Tire
09.2006 - 09.2009
  • Enhanced customer satisfaction by providing efficient and accurate cash transactions.
  • Streamlined checkout process for increased efficiency and reduced waiting times.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.

Office Worker

Le Groupe Ohmega Inc
06.2005 - 09.2005
  • Increased office efficiency by organizing and maintaining a well-structured filing system.
  • Managed multiple projects simultaneously, ensuring timely completion and adherence to deadlines.

Education

Bachelor of Arts - Political Studies

Bishop's University
Lennoxville, QC
06.2012

Undergraduate Degree - Social Sciences

Cegep De La Gaspesie Et Des Iles
Gaspé, QC
06.2009

Skills

  • Mutual Funds
  • Client Relations
  • Relationship Building and Management
  • Pipeline Management

Languages

English
Native or Bilingual
French
Native or Bilingual

Certification

Investment Funds in Canada [2014]

Certificate of Achievement - Personal Finance [2016]

Certificate of Achievement - Advanced Personal Finance [2023]

Hobbies

Research and development, sports, reading and travelling and being outdoors.

References

References are available upon demand

Timeline

Financial Advisor

TD Bank
12.2018 - Current

Financial Services Representative

TD Bank
10.2013 - 12.2018

Customer Services Representative

TD Bank
01.2013 - 11.2013

Administrative Assistant

Ministère D'emploi Et De La Solidarité Sociale
05.2011 - 09.2011

Cashier

Canadian Tire
09.2006 - 09.2009

Office Worker

Le Groupe Ohmega Inc
06.2005 - 09.2005

Bachelor of Arts - Political Studies

Bishop's University

Undergraduate Degree - Social Sciences

Cegep De La Gaspesie Et Des Iles

Similar Profiles

CREATE PROFILE
Melissa Adams