Raylyn Lega
Spruce Grove
Summary
Business-minded professional tackling any job task with gusto and precision. Determined to deliver exceptional service and responding to questions and inquiries quickly. Demonstrates positive attitude and readiness to adapt to different situations.
Financial professional prepared to make significant impact in financial advisory field. Expertise includes providing tailored financial advice and developing comprehensive financial plans for clients. Valued for collaborative approach and ability to adapt to evolving client needs, ensuring reliable and results-driven service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Financial Advisor
Envest Financial Services
07.2023 - Current
- Enhanced client service experience by proactively addressing concerns, resolving issues promptly, and providing regular updates on portfolio performance.
- Built strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.
- Assisted clients during major life events such as retirement or inheritance planning, ensuring smooth transitions between different stages of wealth accumulation.
- Advised clients on tax-efficient strategies for their investments, resulting in optimized after-tax returns.
- Collaborated with team members to develop innovative solutions for complex financial situations, resulting in improved client outcomes.
- Maintained compliance with all regulatory requirements and industry standards by diligently adhering to internal controls and guidelines.
- Spearheaded initiatives aimed at improving overall team performance through collaboration and sharing of best practices among colleagues.
- Achieved high client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to help them reach their short-term and long-term financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Investments(segregated funds), Life insurnace/CI, Travel insurance, Group/Individual Benefits
Evening Bartending Manager
At The Trax Public House
06.2023 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Controlled costs to keep business operating within budget and increase profits.
- Oversaw inventory management, optimizing stock levels, and reducing waste.
Operations Manager
Achieve Wellness Spa St. Albert
01.2022 - Current
- Managed scheduling, training and inventory control.
- Collaborated with board of directors to determine mission and values and plan for short and long-term goals.
- Responded to information requests from superiors, providing specific documentation.
- Delivered positive customer experiences by implementing effective quality assurance practices.
- Guided employees on understanding and meeting changing customer needs and expectations.
- Monitored resource use to achieve set goals within budget constraints.
- Collected customer fees, managed refunds and provided complete sales documentation.
- Motivated and evaluated personnel for performance improvement and goal achievement.
- Connected with clients and developed strategies to achieve sales and customer service goals.
- Analyzed and controlled materials, supplies and equipment operational expenses.
- Addressed customer concerns with suitable solutions.
- Recruited, hired and trained crew members on application of projects, customer relations and customer service.
- Tracked and replenished inventory to maintain par levels.
- Managed social media pages, created content.
- Keyholder responsible for opening and closing.
Shipping, Receiving & Merchandising Supervisor
Memory Express Edmonton West
09.2017 - 12.2021
- Maintained work areas and kept organized.
- Routed received merchandise to proper storage areas according to product specifications.
- Placed products and rotated stock per established standards.
- Investigated inventory discrepancies to maintain recordkeeping validity.
- Maintained dock security and monitored entries into and exits from receiving and other secure areas.
- Compared bills of lading against actual merchandise received, inspected for damaged goods and coordinated distribution to correct departments.
- Organized deliveries by sorting and stocking receivables
- Checked customer orders, labeling and documentation prior to shipment to avoid delays.
- Prepared packages for shipping and determined most economical shipping methods.
- Coached new staff preparing outgoing and receiving incoming shipments.
- Liaised with vendor representatives to rectify damages and shortages.
- Operated forklifts, power jacks and other motorized equipment to locate and transport material.
- Tagged and stored product inventory in correct areas and locations.
- Helped reduce loss and maintain facility compliance by upholding requirements for controlling inventory, updating documentation and tracking movements.
- Tracked inventory levels, handling aspects of shipping and receiving and kept accurate records.
- Put merchandise in assigned area, added tags and secured larger pieces as required.
- Utilized correct and safe operating procedures when using equipment such as forklifts and pallet jacks to load, unload and move materials.
- Monitored merchandise received and shipped from facility in computer system.
- Directed warehouse team in stocking merchandise, pulling orders and setting up loads.
- Keyholder responsible for opening and closing warehouse.
Night Manager/Bartender Shift Manager
At The Trax Public House
11.2016 - 12.2018
- Recruited and trained new employees to meet job requirements.
- Secured building and walked grounds, fostering health and safety of employees and guests.
- Provided information services to guests regarding promotions, pricing and reservations.
- Oversaw general upkeep of public areas and restrooms.
- Oversaw night audit function and preparation of daily financial reports.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Delegated work to staff, setting priorities and goals.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Keyholder responsible for closing.
Education
High School Diploma -
Grassland Community School
Grassland, AB07.2006
Skills
- Maintaining Compliance
- Decision Making
- Goal Setting
- Problem-Solving
- Solutions Development
- Policies and Procedures Implementation
- Operations Monitoring
- Workflow Optimization
- Staff Training and Development
- Inventory Management
- Staff Management
- Team Leadership
- Customer Service Management
- Staff Scheduling
- Originality and Creativity
- Records Organization and Management
- Insurance planning
- Retirement planning
- Portfolio analysis
- Wealth management
- Financial planning
Languages
English
Full Professional
Certification
LLQP Licensed (active) in Alberta, British Columbia, Ontario
Timeline
Licensed Financial Advisor
Envest Financial Services
07.2023 - Current
Evening Bartending Manager
At The Trax Public House
06.2023 - Current
Operations Manager
Achieve Wellness Spa St. Albert
01.2022 - Current
Shipping, Receiving & Merchandising Supervisor
Memory Express Edmonton West
09.2017 - 12.2021
Night Manager/Bartender Shift Manager
At The Trax Public House
11.2016 - 12.2018
High School Diploma -
Grassland Community School
Similar Profiles
Chantal WagnerChantal Wagner
Co-Founder at Envest Financial ServicesCo-Founder at Envest Financial Services
Sarah LesarSarah Lesar
Director of Operations at Envest MicrofinanceDirector of Operations at Envest Microfinance
Surendhar SelvarajuSurendhar Selvaraju
Lead Application Security Specialist at Envest | YodleeLead Application Security Specialist at Envest | Yodlee
Svetlana HrickoSvetlana Hricko
Referee at Volleyball AlbertaReferee at Volleyball Alberta
Carlos AlbanezCarlos Albanez
Concrete Truck Driver at RMC GroupConcrete Truck Driver at RMC Group