Rhys Walden
Lindsay,ON
Summary
Detail-oriented with strong organizational and client service skills, supporting efficient operations in a wealth management environment. Experienced in handling documentation, coordinating client requests, and maintaining accuracy. Currently enrolled in the Canadian Investment Regulatory Exam (CIRE) through SeeWhyLearning, demonstrating commitment to a career in the securities industry.
Overview
4
4
years of professional experience
Work History
Economic Development Intern
City of Kawartha Lakes
Lindsay, Ontario
05.2025 - 08.2025
- Assisted economic development officers with projects and initiatives, assisting in the collecting, assembling, analysis, and maintenance of timely and relevant economic and business data to support economic development related initiatives.
Customer Service Associate
Peavey Mart
Lindsay, Ontario
03.2021 - 04.2025
- Assisted customers in person and over the phone regarding store operations, product information, and order placement. Worked effectively with team members to complete projects efficiently.
Education
Diploma - Finance
Durham College
Oshawa, ON04-2026
High School Diploma -
L.C.V.I.
Lindsay, ON06-2024
License -
CIRE
Online Skills
- Team collaboration
- Communication skills
- Experience in Microsoft Office 365 (Word, Excel, PowerPoint)
- Detail-oriented and highly organized
- Customer service
- Time management abilities
References
- Rebecca Mustard: 705-324-9911 (Manager Economic Development)
- Rodney Porter: 705-879-7549 (Manager Feet Services)
- Kim Paulson: 705-879-5584 (Former Manager Peavey Mart)
Timeline
Economic Development Intern
City of Kawartha Lakes
05.2025 - 08.2025
Customer Service Associate
Peavey Mart
03.2021 - 04.2025
Diploma - Finance
Durham College
High School Diploma -
L.C.V.I.
License -
CIRE