Patricia Gomez-Fleitas
Chelmsford,ON
Summary
Highly motivated professional dedicated to converting prospective leads into valuable long term clients. Fourteen years of expertise in Canada's Banking Industry, dedicated to helping clients achieve their Financial Goals. Proven track record of delivering tailored client service while driving business growth through responsible leadership.
Overview
37
37
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
02.2017 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice. Regular phone calls and emails using Market Resource Centre customizing approved marketing materials to support opportunities and clients communications.
- Enhanced client financial stability by conducting thorough financial assessments and crating personalized plans to achieve their financial goals. *) referral to Wealth Management for High Net Worth clients identified by using discovery tools, update Net Worth, and discuss future long term goals. *) switching investment from other Financial institution to simplify and increase loyalty with Scotiabank *) receive support from the district by sending statements value over 75,000 to impress customers combining my skills and strong Investment Team Skills that differencing us from competition.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Engaged prospective clients in effort to build and develop new business opportunities. Referrals.
- Provided expert guidance to clients during pivotal life moments, including estate planning and other major financial transitions, empowering them to make informed decisions.
- Conducted regular reviews and made adjustments as needed to ensure alignment with clients' changing goals or market conditions. Provided guidance and reassurance to clients during market downturns, keeping them focused on their long-term goals and stay invested for the future.
- Continually contact with RL1 and primary customers as well other customers that financial complexity may increase over time.
- Educated clients on various financial matters such as Investments using Statements and Scotia Fund Corner providing professional recommendations on investment opportunities, products and services based on individual needs.
- Provided ongoing support to colleagues, fostering a collaborative environment and driving team success.
Senior Financial Advisor
Royal Bank of Canada
04.2010 - 02.2017
Business Manager
Sudbury Palladino Honda
04.2008 - 04.2010
Greater
Sudbury Palladino Honda
06.2006 - 04.2008
Assistant Manager
Citibank
01.1991 - 04.2003
Secretary, Payroll and Sport Activities Responsibl
Deutsch Sozialeinrichtung
02.1989 - 02.1991
Education
Certificate - Banking And Finance
CSI - Enhanced KYC And Suitability
Toronto, ON11-2021
Certificate - Banking And Finance
CSI - Know Your Product CFR Series BNS
Toronto, ON11-2021
Certificate - Banking And Finance
CFR - BNS
Toronto, ON11-2021
Certificate - Banking And Finance
Financial Services Advice
Toronto, ON11-2015
Certificate - Banking And Finance
CSI - Financial Planning II
Toronto, ON08-2013
Certificate - Banking And Finance
CIS - Financial Planning I
Toronto, ON04-2012
Certificate - Banking And Finance
Investment Funds in Canada
CSI08-2010
Bachelor of Arts - Business Economics
Laurentian University
Greater Sudbury04-2006
Bachelor of Arts - Marketing Research
Catholic University Nuestra Senora De La Asuncion
Asuncion - Paraguay12-1993
Skills
- Verbal and written communication
- Client assessments
- Know your customer
- Client engagement
- Client service and support
- Sales and marketing
- Mutual funds
- Referral networking
- Investment advice
- Advising on investments
- Increasing savings
- Planning for retirement
- Problem-solving
- Attention to detail
- Multitasking and organization
- Critical thinking
- Client relations
- Analytical thinking
- Loans
Languages
Spanish
Native or Bilingual
English
Full Professional
German
Professional Working
Interests
- Outdoor Recreation
- Gardening
- Kayaking
Timeline
Senior Financial Advisor
Scotiabank
02.2017 - Current
Senior Financial Advisor
Royal Bank of Canada
04.2010 - 02.2017
Business Manager
Sudbury Palladino Honda
04.2008 - 04.2010
Greater
Sudbury Palladino Honda
06.2006 - 04.2008
Assistant Manager
Citibank
01.1991 - 04.2003
Secretary, Payroll and Sport Activities Responsibl
Deutsch Sozialeinrichtung
02.1989 - 02.1991
Certificate - Banking And Finance
CSI - Enhanced KYC And Suitability
Certificate - Banking And Finance
CSI - Know Your Product CFR Series BNS
Certificate - Banking And Finance
CFR - BNS
Certificate - Banking And Finance
Financial Services Advice
Certificate - Banking And Finance
CSI - Financial Planning II
Certificate - Banking And Finance
CIS - Financial Planning I
Certificate - Banking And Finance
Investment Funds in Canada
Bachelor of Arts - Business Economics
Laurentian University
Bachelor of Arts - Marketing Research
Catholic University Nuestra Senora De La Asuncion
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