ONA MANNING
Richmond,BC
Summary
Entrepreneurial and accomplished in supporting leaders with key functions, business processes and operations. Main point of contact for making team and COI connections. Gifted at managing busy schedules, organizing projects and providing stellar administrative support. Professional and compassionate leader.
Overview
18
18
years of professional experience
Work History
Licensed Mortgage Broker
Primaria Mortgages
Vancouver, BC
08.2022 - Current
- Independent broker
- Responsible for all aspects of mortgage brokering including Administration and Documentation
- Communication with lenders and all client engagement from networking through to completion
Associate
RBC Dominion Securities
Vancouver, BC
12.2018 - 03.2022
- Wealth Management & client relationship management
- Develop and follow through on processes for complex client requests such as tax items, financial planning, Wills & Estates
- Identify client needs and organized tasks to provide solutions efficiently.
- Point of contact for centers of influence across departments.
- Administration
Associate Advisor
Everything Financial Group
Langley, BC
02.2017 - 12.2018
- New client introductions, discovery meetings, and data entry for financial planning
- Radio contributor for TSN Team 1040
- Group Benefits Coordinator
- Solutions based holistic approach to financial planning
Business Owner
Manning's Kitchen
Richmond , BC
02.2011 - 02.2020
- Developed and launched food product for distribution throughout the Lower mainland and across Canada
- Managed all financial functions such as operations budgeting, accounts payable and accounts receivable
- Promoted business to maximize brand identity and generate revenue.
Pilates Program Manager
Absolute Center/SNSC/Physio Clinic
Vancouver, BC
03.2007 - 08.2011
- Pioneered the niche of Physiotherapist delegated Pilates, alongside Physiotherapist
- Launched Pilates Program within new clinic & large fitness centres
- Proposed and developed new programming ideas to inspire community engagement
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs
Community Support Coordinator/Respite Care Provider
Ministry Of Childen and Families
Grand Forks, BC
04.2005 - 01.2007
- Group Home and Community Support Worker
- Liaised with families and other professionals to ensure member needs were accomplished
- Coordinated community outreach, integration, job placement, independent living skills program
- Respite Care Provider
- Facilitated pregnancy outreach group presentations
Education
Mortgage Broker
UBC Sauder School of Business
Vancouver BC08.2022
Canadian Securities Course
Canadian Securities Institute
Vancouver BC05.2021
CPH
Canadian Securities Institute
Vancouver, BC05.2021
Investment Funds in Canada (IFIC)
Canadian Securities Institute
Vancouver BC03.2018
LLQP, Life And Accident And Sickness License
Canadian Securities Institute
Vancouver BC02.2017
Comprehensive Pilates Instructor Training
Balanced Body University
San Francisco, California12.2007
Group Facilitation Training
Selkirk College
Grand Forks BC05.2005
Skills
- Administrative Support
- Financial background
- Professional & Confidential
- Leadership & Team Management
- Timeline Planning and Management
- Resourceful, organized, efficient
- People Centric
- Compassionate nature
References
References and work details available upon request
Timeline
Licensed Mortgage Broker
Primaria Mortgages
08.2022 - Current
Associate
RBC Dominion Securities
12.2018 - 03.2022
Associate Advisor
Everything Financial Group
02.2017 - 12.2018
Business Owner
Manning's Kitchen
02.2011 - 02.2020
Pilates Program Manager
Absolute Center/SNSC/Physio Clinic
03.2007 - 08.2011
Community Support Coordinator/Respite Care Provider
Ministry Of Childen and Families
04.2005 - 01.2007
Mortgage Broker
UBC Sauder School of Business
Canadian Securities Course
Canadian Securities Institute
CPH
Canadian Securities Institute
Investment Funds in Canada (IFIC)
Canadian Securities Institute
LLQP, Life And Accident And Sickness License
Canadian Securities Institute
Comprehensive Pilates Instructor Training
Balanced Body University
Group Facilitation Training
Selkirk College
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