Shalane MacKay

Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

• Provided specialized financial planning support for members with diverse portfolios and individual needs.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Developed personal rapport with each member to maintain customer loyalty and establish long-term accounts.
• Educated members on various financial matters to expand their fiduciary understanding and establish ownership in their financial journey
• Trained and mentored other financial advisors and frontline staff to generate ideas, share knowledge and grow branch's portfolio and membership.
• Escalated challenges and provided solutions to senior management to improve overall work environment and member experience
• Supported roll out of new branch model in Cloverdale location demonstrating adaptability to method, enthusiasm in new corporate endeavors, and solutions to achieve unique goals.

• Collaborated with cross-functional teams to develop initiatives aimed at enhancing overall member experiences.
• Implemented process improvements that led to faster response times for resolving branch issues.
• Boosted membership retention rates through consistent follow-up and timely resolution of concerns.
• Served as advocate for members within our organization, championing their interests during internal discussions about program development or policy changes.
• Exhibited high energy and professionalism when dealing with members and staff.
• Sought ways to improve processes and services provided.

• Reached out to prospective clients through cold calling and networking events, expanding company's clientele base.
• Developed strong relationships with clients, maintaining consistent communication to build trust and loyalty.
• Provided personalized financial advice, tailoring recommendations to each member's unique needs and goals.
• Continuously pursued professional development opportunities in finance industry by attending workshops or completing internal courses, shadowing staff, enhancing knowledge and skills in the field.
• Opened abnormally high numbers of business account for branch, exceeding average goals for role.

• Reduced wait times by efficiently managing client traffic flow during peak hours at branch location.
• Took every opportunity to learn new areas of branch services to be able to provide additional support to staff and members.
• Maintained calm and focus during high-stress branch events unique to location.
• Supported staff professional development with study guides to achieve their MFDA certifications.
• Supported and maintained team moral with coordination of branch and team events.
• Provided comprehensive support during audits, ensuring compliance with company policies and regulatory requirements.
• Supported team members during peak periods or staff shortages, demonstrating adaptability under changing workload demands.