Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Languages
References
Timeline
Generic

Roxanne Plante

Québec,QC

Summary

I am a person who loves contact with people and who deeply enjoys helping others. Being a dedicated and organized financial advisor with outstanding relationship-building and problem-solving skills, I have no difficulty being appreciated. I'm driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. I am also a self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. As a result, thanks to my previous experiences that gave me the opportunity to develop a dynamism and reliability in addition of a exceptional customer service and communication skills. I have a proactive attitude and the ability to learn really quickly. My priority is to bring to support to your organizational goals. I am therefore convinced that giving me the chance to be part of your team would be a rewarding and enriching experience for you, as much as for me.

Overview

9
9
years of professional experience
1
1
Certification

Work History

FINANCIAL ADVISOR WEALTH MANAGEMENT

DESJARDINS BANK
Québec, Quebec
06.2020 - Current
  • Conducted financial analyses and developed personalized investment strategies for clients.
  • Provided guidance on retirement planning, estate planning, and tax strategies.
  • Monitored market trends and economic indicators to advise on asset adjustments.
  • Cultivated strong client relationships resulting in a 20% increase in asset under management.
  • Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
  • Conducted detailed analysis of clients current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Managed relationships with outside vendors such as attorneys, accountants, when necessary.
  • Identified new business opportunities through networking events or referrals from existing clients.
  • Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.
  • Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.

MEDICAL ESTHETICIAN

EPIDERMA
Québec, Quebec
11.2019 - 06.2020
  • Assisted the doctors during the administration of Botox injections, fillers, soft tissue augmentation services, sclerotherapy.
  • Prepared and performed medical grade chemical peels, microdermabrasion, dermaplaning, laser treatments, and other aesthetic procedures.
  • Provided clients with post-treatment instructions and education on skincare products.
  • Maintained accurate records of client visits and treatments provided.
  • Dispensed skin care products to clients at the conclusion of their visit.
  • Provided customer service support by answering questions regarding treatments or product inquiries.
  • Performed facial treatments on clients to correct and prevent skin conditions, microdermabrasion, laser resurfacing, chemical peels, and Thermage.
  • Set up patient rooms and sterilized equipment.
  • Answered multi-line phone, returned clients calls and scheduled appointments.
  • Offered skin rejuvenation and cellulite reduction therapy services to clients.

ESTHETICIAN

SKYSPA
Québec, Quebec
01.2019 - 11.2019
  • Provided facial treatments such as cleansing, exfoliation, extractions, and massage.
  • Maintained up-to-date knowledge of latest trends in esthetics industry through research.
  • Attended continuing education courses related to esthetics industry advancements.
  • Adhered to safety protocols throughout all procedures to minimize risk of injury or infection.
  • Educated clients on proper skin care techniques according to individual needs.
  • Tested products on clients to determine best results and provide product recommendations.
  • Recommended additional treatments or products based on individual customer needs.
  • Maintained cleanliness of treatment room and equipment between appointments.
  • Managed scheduling conflicts efficiently while maintaining excellent customer service levels.
  • Communicated effectively with other members of the spa team regarding client concerns.
  • Greeted clients upon arrival to spa and provided information about services offered.
  • Checked supplies inventory regularly to ensure adequate stock levels at all times.

ANIMAL SHELTER

THE FAITHFUL MUSTACHUS
Québec, Quebec
01.2018 - 01.2019
  • Worked with local veterinarians to arrange medical treatment for sick or injured animals.
  • Provided administrative support such as filing documents or making copies of forms.
  • Answered telephone inquiries regarding available pets and other services provided by the shelter.
  • Managed inventory of supplies used in daily operations at the shelter.
  • Educated visitors about responsible pet ownership through presentations and conversations at public outreach events.
  • Provided care for animals by feeding, cleaning cages, walking dogs, and providing companionship.
  • Maintained animal shelter by cleaning and disinfecting kennels, cages and equipment, washing dishes and laundry, taking out garbage and performing custodial duties.
  • Helped to ensure that all shelter animals were healthy and up-to-date on vaccinations.

WAITRESS

RESIDENCE SAINT-PHILIPPE
Québec, Quebec
07.2018 - 09.2018
  • Provided excellent customer service by addressing any complaints or concerns promptly.
  • Developed positive relationships with regular customers through friendly conversation.
  • Took orders for food and drinks and delivered them to guests.
  • Presented food and beverages to guests at tables.
  • Communicated with kitchen staff to stay updated on item availability and customer wait times.
  • Anticipated dysfunction and changes in rhythm.
  • Assisted other wait staff members in times of heavy customer traffic.
  • Greeted customers and provided menus.
  • Organized take-out orders efficiently according to customer requests.
  • Maintained a clean work station by restocking supplies, wiping down counters.

MANAGER AND SALES ADVISOR

CHÂTEAU DE MONTRÉAL
Québec, Quebec
07.2016 - 06.2018
  • Coached, mentored and trained team members in order to improve their job performance.
  • Oversaw daily operations, maintaining efficiency and quality standards.
  • Resolved customer complaints and issues promptly, maintaining a positive brand image.
  • Managed inventory levels to meet demand without overstocking, reducing waste.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Attended weekly team meetings to review performance goals and objectives.
  • Assisted customers with product selection, sizing and styling.
  • Greeted customers and provided exceptional customer service.
  • Maintained cleanliness of store environment including floors, windows, displays.
  • Handled customer complaints in a professional manner.
  • Developed trusting relationships with customers by making personal connections.

SALES ADVISOR

CHAUSSURE PANDA
Québec, Quebec
07.2016 - 07.2016
  • Provided accurate information about products, prices and services.
  • Maintained up-to-date knowledge of store merchandise and policies.
  • Processed credit card transactions quickly and securely.
  • Assisted customers with product selection, sizing and styling.
  • Restocked shelves as needed to ensure sufficient inventory levels.
  • Greeted customers and provided exceptional customer service.
  • Maintained cleanliness of store environment including floors, windows, displays.

SALES ADVISOR

SMARTSET
Québec, Quebec
09.2015 - 07.2016
  • Responded to all customer inquiries in a thorough, professional and welcoming manner
  • Greeted customers in a timely manner and quickly identified their needs
  • Recommended the new collection to customers, generating an increase in business
  • Established frank and friendly contact with customers.
  • Assisted customers as a priority before performing other regular store tasks.
  • Maintained up-to-date knowledge of store merchandise and policies.

Education

diploma - Financial Markets Authority

O’sullivan Collège
Québec, QC
01-2021

Esthetician -

Dectro International Academy
Québec, QC
01.2019

High School Diploma -

Samuel-De-Champlain High School
Québec, QC
01.2017

Some College (No Degree) - Human Science

Cégep De Limoilou
Québec, QC

Skills

  • Strong knowledge of investment products and financial markets
  • Client relationship management and communication skills
  • Tax law expertise
  • Mutual funds understanding
  • Advising on investments
  • Planning for retirement
  • Relationship building and management
  • Sales and Marketing
  • Client Relations
  • Stock market expertise
  • Developing financial plans
  • Investment Consulting and Planning
  • Retirement planning
  • Debt management
  • Sales expertise
  • Business Development
  • Sales Development
  • Exceptional customer service
  • Time Management
  • Complex Problem-Solving
  • Reliable and punctual
  • Excellent communication skills
  • Positive and professional
  • Cold-calling
  • Multi-tasking strength
  • Sales Strategies
  • Problem-Solving
  • Exceeds sales goals

Accomplishments

  • Financial plan award for making more than 15 financial planning in a month.
  • Receiving my annual bonus every year for surpassing the goal given to me.
  • Bringing more than 800 000$ business in one year.

Affiliations

  • Active member of the Involvement Committee in the Bank at Desjardins Bank
  • Participates in business development activities orchestrated by the bank

Certification

  • Member of the financial market authority in Canada.
  • Mutual fund management license.

Languages

French
Native/ Bilingual
English
Native/ Bilingual

References

References available upon request.

Timeline

FINANCIAL ADVISOR WEALTH MANAGEMENT

DESJARDINS BANK
06.2020 - Current

MEDICAL ESTHETICIAN

EPIDERMA
11.2019 - 06.2020

ESTHETICIAN

SKYSPA
01.2019 - 11.2019

WAITRESS

RESIDENCE SAINT-PHILIPPE
07.2018 - 09.2018

ANIMAL SHELTER

THE FAITHFUL MUSTACHUS
01.2018 - 01.2019

MANAGER AND SALES ADVISOR

CHÂTEAU DE MONTRÉAL
07.2016 - 06.2018

SALES ADVISOR

CHAUSSURE PANDA
07.2016 - 07.2016

SALES ADVISOR

SMARTSET
09.2015 - 07.2016

diploma - Financial Markets Authority

O’sullivan Collège

Esthetician -

Dectro International Academy

High School Diploma -

Samuel-De-Champlain High School

Some College (No Degree) - Human Science

Cégep De Limoilou

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Roxanne Plante