Rosa Filice
St. Albert,AB
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player excellent at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
27
27
years of professional experience
Work History
Senior Licensed Financial Advisor
Servus Credit Union
Edmonton, AB
08.2006 - Current
- Over 10 years of financial planning experience and have my MFDA License since July 2014.
- Meeting and exceeding sales targets and referral goals every year.
- Very proactive in pursuing outside sales activities for obtaining new business.
- Strong leadership skills in the branch.
- Coached and mentored members of the team in helping them identify opportunities to help them grow, but also helping Servus grow.
- Cultivate new opportunities by asking for the business and create long-term relationships based on trust that contribute to a positive member experience.
- Analyzed members' needs and presented solutions to help them achieve their financial fitness.
- Ensured compliance with regulatory requirements and adherence to industry best practices.
- Ability to work well independently.
Office Administrator
Mothers Music
Edmonton, AB
07.1997 - 07.2006
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Processed financial documents, contracts, expense reports and invoices.
- Coordinated schedules, administrative functions, quality assurance and process improvements to bolster operational output.
Education
Business Administration Finance
Nait
Edmonton, AB04.2004
Skills
- Excellent leadership skills
- Managing wealth
- Organizational skills
- Retirement planning
- Time management
- Friendly, positive attitude
- Relationship building
Timeline
Senior Licensed Financial Advisor
Servus Credit Union
08.2006 - Current
Office Administrator
Mothers Music
07.1997 - 07.2006
Business Administration Finance
Nait
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