Shadreen Bakanec
Kindersley,SK
Summary
Proven Financial Advisor at Scotiabank with a track record of fostering client loyalty through exceptional relationship building and investment advice. Leveraged sales expertise and retirement planning skills to develop personalized financial strategies, achieving significant client satisfaction and portfolio growth. Managed a high-performing team at Diamond Bond Coatings, enhancing operational efficiency by negotiating cost reductions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
17
17
years of professional experience
Work History
Financial Advisor
Scotiabank
06.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- 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.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Collaborated with team members to streamline processes and improve overall client experience.
Owner/ Operator/ Manager
Diamond Bond Coatings
09.2014 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
Customer Service Associate
Scotiabank
12.2021 - 06.2022
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
- Maintained a high level of product knowledge, providing accurate information to customers.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Collaborated with team members to achieve monthly targets and optimize workflow efficiency.
- Developed strong relationships with clients through attentive listening and empathetic understanding of their needs.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Hotel General Manager
Crossroads Hotel
03.2007 - 01.2009
- Increased hotel occupancy rates through effective marketing strategies, partnerships with local businesses, and revenue management techniques.
- Developed comprehensive budget plans, closely monitoring expenses and optimizing cost-saving opportunities.
- Managed daily operations for smooth functioning of the hotel, ensuring high-quality standards in all departments.
- Ensured compliance with industry regulations as well as health and safety guidelines within all aspects of hotel operations.
Education
Canadian Investment Funds Course
IFSE Institute
2022
Registered Financial Retirement Advisor
IFSE Institute
2022
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Risk Assessment
- Financial Advising
- Mutual funds
Languages
English
Professional Working
Timeline
Financial Advisor
Scotiabank
06.2022 - Current
Customer Service Associate
Scotiabank
12.2021 - 06.2022
Owner/ Operator/ Manager
Diamond Bond Coatings
09.2014 - Current
Hotel General Manager
Crossroads Hotel
03.2007 - 01.2009
Canadian Investment Funds Course
IFSE Institute
Registered Financial Retirement Advisor
IFSE Institute
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