Customer Service Representative with 6+ years of experience in banking and retail, specializing in financial transaction,client engagement and team leadership. Recently earned the Investment Funds in Canada (IFC) license,demonstrating readiness to support mutual fund related responsibilities in future roles. Adept at identifying solutions tailored to client needs, with a commitment to delivering exceptional service and fostering long-term relationships.
Investment Funds in Canada (IFC)
Canadian Securities Institute (CSI) - Completed June 2025