Relieta Fielding
Fort Saskatchewan,Canada
Summary
Experienced Financial Advisor with 8 years in the Canadian banking industry, specializing in financial services and client relationship management. Delivers tailored financial solutions and exceptional customer service. Focused on leveraging strong financial knowledge and business acumen to drive organizational growth.
Overview
5
5
years of post-secondary education
11
11
years of professional experience
Work History
Financial Advisor
Bank of Nova Scotia
01.2020 - Current
- Developed comprehensive financial plans tailored to clients' short and long-term financial goals.
- Advised clients on retirement planning using RRSP and TFSA strategies, improving long-term portfolio alignment.
- Developed and deepened relationships with new and existing clients to advance progress and improve the business.
- Evaluated client risk profiles and recommended suitable investment products compliant with Canadian banking regulations.
- Delivered one-on-one financial literacy sessions that educated clients on investment fees and account options, enhancing their decision-making.
- Conducted know your client (KYC) reviews and updated government-registered account documentation to ensure compliance with anti money laundering (AML) standards.
- Resolved complex client service issues by coordinating with operations and procurement teams, resulting in expedited account fixes.
Universal Banker
Bank of Nova Scotia
01.2019 - 12.2019
- Opened and configured new chequing and savings accounts, meeting branch sales targets while explaining fees clearly.
- Opened and configured new chequing and savings accounts, achieving branch sales targets while clearly explaining fees.
- Resolved customer complaints over phone and counter, restoring account access and retaining clients.
Customer Representative Sales & Services
Bank of Nova Scotia
06.2018 - 01.2019
- Processed daily transaction requests for deposits, withdrawals, and transfers through Canadian banking platforms, ensuring accuracy and client satisfaction.
- Identified cross-sell opportunities during service calls and guided customers through appropriate investment transaction options.
- Identified cross-sell opportunities during service calls, effectively guiding customers to suitable investment options, enhancing overall service experience.
Custodian
Broadstreet Properties
Birch Hills Landing
01.2017 - 08.2017
- Cleaned and sanitized public restrooms daily with EPA-approved disinfectants, enhancing visitor satisfaction.
- Inspected daily facility areas and documented maintenance issues in log for supervisor action.
- Inspected facility areas daily and documented maintenance issues for supervisor follow-up.
Back-office staff
Best Western Plus
04.2016 - 01.2017
- Reconciled front-desk transactions and processed daily guest folios using OPERA, clarifying and resolving payment discrepancies.
- Supported Best Western Plus front desk with guest check-in and check-out tasks.
- Assisted Best Western Plus guests with reservations, room requests, and service questions.
- Coordinated housekeeping schedules and room readiness across Best Western Plus guest areas.
Education
Bachelor's Degree - Business Administration Major in Management
Northern Alberta Institute of Technology
Edmonton, AB 10.2015 - 12.2018
Hospitality Management Diploma -
Northern Alberta Institute of Technology
Edmonton, AB 09.2012 - 05.2014
Skills
- Financial Planning, Retirement planning, Investment products, Canada Registered accountInvestment transactions
- Canadian banking, Professional Software Portfolio ManagementClient Management, Leader PortfolioCRM Systems Client Management CRM Systems Budgeting Financial Risk Assessment FFT Systems, Collaboration Networking Risk Problem Solving Conflict Resolution Customer Service, Empathetic Active Listening Interpersonal Skills
- Time Management, Collaboration, Active Listening Systems
- Financial planning
- Salesforce
- Client Relationship Modeling
- Retirement planning
Accomplishments
- Canadian Investment Funds License
- Certified in First Aide
- Alberta Pro-Serve Certification
- Sanitation Certification
- Good health and totally clean criminal and security records
- Willing for shift work and long hours for long stretches as required, 24 hours a day
- Fluent in English plus two additional languages
- WHIMIS certificate
- Habitat for Humanity volunteered
- Shadowing the Fort Saskatchewan Mayor Gale Katchur.
- Work well with different cultural backgrounds.
Languages
English (Native), Tagalog
Timeline
Financial Advisor
Bank of Nova Scotia
01.2020 - Current
Universal Banker
Bank of Nova Scotia
01.2019 - 12.2019
Customer Representative Sales & Services
Bank of Nova Scotia
06.2018 - 01.2019
Custodian
Broadstreet Properties
01.2017 - 08.2017
Back-office staff
Best Western Plus
04.2016 - 01.2017
Bachelor's Degree - Business Administration Major in Management
Northern Alberta Institute of Technology
10.2015 - 12.2018
Hospitality Management Diploma -
Northern Alberta Institute of Technology
09.2012 - 05.2014