Nicholas Savoie
Senior Financial Advisor
Moncton
Summary
Enthusiastic Senior Financial Advisor eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of financial services and highly effective at working with clients of all levels and backgrounds. Motivated to learn, grow and excel. Leverages analytical, communication skills and industry knowledge to help clients obtain financial goals and plan for future. Exceptional knowledge in Investments and Credit. Proficient in use of multiple financial programs to provide high level of service and advice
Overview
8
8
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Senior Financial Advisor
The Bank Of Nova Scotia
06.2022 - Current
- Actively managed portfolio of specific clients to identify new opportunities, build personal rapport, schedule meetings and close new business.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Developing, retaining and growing branch business by delivering against individual and team sales goals that support positive customer experience.
- Achieved high customer satisfaction by providing personalized mortgage solutions to clients.
Expert Banking Advisor
RBC
Moncton, NB
10.2021 - Current
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
- Helped clients reach their investment goals by creating investor profiles aligning with their objectives
- Educated clients about different investment opportunities from GICs to Mutual Funds
- Manage over 20 clients per day; 30+during peak business times
Credit Advisor
RBC
Moncton, NB
12.2019 - 10.2021
- Applied continuous-improvement approach to achieving superior client experience, and maximize opportunity spotting to enhance client retention, referrals and sales.
- Interviewed clients by telephone or in-person to gather financial information.
- Negotiated with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions or payment plans.
- Exceeded goals through effective task prioritization and great work ethic.
- Educated clients on credit to help them improve overall credit score.
Banking Advisor
RBC
Moncton, NB
03.2017 - 12.2019
- Extended and sustained relationships with customers to maintain and grow business.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Managing over 60 calls per day, more on peak business days.
Waiter
St Hubert
Moncton, NB
07.2016 - 03.2017
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs
- Kept server areas clean and stocked to increase efficiency while working tables
- Communicate and build relationship with customers and resolve complaints
Education
No Degree, Heavy Equipment Program 5 Piece Certificate -
Transport Training Centers of Canada Inc.
Moncton, NB 08.2014 - 05.2014
High School Diploma -
Sugarloaf Senior High
Campbellton, NB 09.2008 - 05.2012
Skills
Mutual funds and liabilities
Financial & Retirement Planning
Business Development
Analytical and Critical Thinking
Teambuilding
Dependable and Responsible
Mortgage Solutions
Timeline
Senior Financial Advisor
The Bank Of Nova Scotia
06.2022 - Current
Expert Banking Advisor
RBC
10.2021 - Current
Credit Advisor
RBC
12.2019 - 10.2021
Banking Advisor
RBC
03.2017 - 12.2019
Waiter
St Hubert
07.2016 - 03.2017
No Degree, Heavy Equipment Program 5 Piece Certificate -
Transport Training Centers of Canada Inc.
08.2014 - 05.2014
High School Diploma -
Sugarloaf Senior High
09.2008 - 05.2012