Owen Scott
Surrey,BC
Summary
Versatile professional with a proven track record in customer service and financial planning. Managed golf course backshop operations, overseeing up to 300 customers daily, ensuring a seamless experience. Most recently excelling in a Mentoring Financial Advisor Internship, adept at client data management and financial planning. Pursuing a Bachelor of Commerce at UVIC's Gustavsson School of Business. Recognized with a $3000 Uvic entrance scholarship and high school hockey MVP. Fluent in English, intermediate in French, and basic proficiency in Polish
Overview
1
1
year of professional experience
Work History
Mentoring Financial Advisor Internship
Everything Financial Group
05.2023 - 08.2023
- Gathering and recording client data
- Managing client database/scanning and saving client documents to client profiles
- Learning about the Omni Formula Planning Process and how to build an initial plan
- Auditing financial planning meetings
- Entering client financial information into Planworth and NaviPlan planning software.
Backshop/Pro Shop Worker
THE HILLS AT PORTAL GOLF CLUB
06.2022 - 08.2022
- Managed the golf carts by washing, maintaining, and preparing each one for customer use
- Led up to 300 customers per day with checking in, booking tee times, buying food/beverages, and answering any other questions
- Making sure each golf cart was at 1/4 tank or more before customer use
- Accommodating customers with any special needs or concerns on more than one occasion throughout the day
- Patrolling around the golf course, making sure no more than 2 carts per group are being used and 2 courtesy carts and 1 kitchen cart are in use throughout the day.
Education
Bachelor of Commerce -
UVIC
Victoria, BCHigh School Diploma -
EARL MARRIOTT SECONDARY
Surrey, BC06.2021
Skills
- Technical: can operate microsoft word, microsoft powerpoint, and microsoft excel
- Technical: can operate google docs, google slides, google drive and google sheets
awards
- $3000 Uvic entrance scholarship for academic achievement
- Achieved MVP of the season with the high school hockey team
- Honour Roll student in grades 10, 11, and 12
- Won numerous AAA hockey and Tier 1 soccer tournaments
Languages
English
Native or Bilingual
French
Limited Working
Polish
Elementary
references
- Kevin McAllister, The Hills at Portal Golf Club/Manager, (+1)604-818-0199
- Shannon Allison, Everything Financial Group/CEO, (+1)604-634-0636
Timeline
Mentoring Financial Advisor Internship
Everything Financial Group
05.2023 - 08.2023
Backshop/Pro Shop Worker
THE HILLS AT PORTAL GOLF CLUB
06.2022 - 08.2022
Bachelor of Commerce -
UVIC
High School Diploma -
EARL MARRIOTT SECONDARY
Similar Profiles
Leroy MckinnisLeroy Mckinnis
Business Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial GroupBusiness Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial Group
Lindsey YoungLindsey Young
Sr. Talent Advisor at - Omni Financial Services | Tax & Financial GroupSr. Talent Advisor at - Omni Financial Services | Tax & Financial Group
Kelly WhetstoneKelly Whetstone
Deputy General Counsel at ACA Group (formerly Foreside Financial Group)Deputy General Counsel at ACA Group (formerly Foreside Financial Group)