Snaider Mejia
101 Masters Street SE, Calgary
Summary
Dedicated banking professional with a passion for helping customers achieve financial goals through detailed planning discussions. Committed to providing top-notch advice and innovative solutions for optimal client satisfaction. Seeking to advance career in banking industry by utilizing expertise in exceptional customer service and tailored financial guidance. Excited about making a meaningful impact on individuals' financial well-being through personalized and strategic planning approaches.
Overview
11
11
years of professional experience
Work History
Senior Financial Advisor
The Bank of Nova Scotia
05.2015 - Current
- SFA - Monterey Square Jan 2020 – Best of the Best 2022/2023/2024
- SFA - Horizon Square Dec 2017
- FA5 - North Hill Mall Nov 2016 – Best of the Best 2017
- FA4 - Ranchlands Shopping centre Jul 2015 – Best of the Best 2016
- Over 85% yearly c-pulse average
- Over 80% FTR mortgage funding
- Over 96% SSI compliance
- Continuous quarterly top performer
Customer Service Representative
Primerica Life Insurance Company of Canada
01.2014 - 06.2014
- Client prospecting, cold calling
- Engaged clients in personal, professional conversations regarding their financial goals
- Provided advice, recommendations, and educated on appropriate financial products
- Followed-up continuously to develop long-term trust-based relationships
- Reviewed current financial products to determine suitability and promote complimentary products
Education
Diploma in Financial Planning -
Canadian Institute of Financial Planning
03-2019
Financial Services Diploma -
Bow Valley College
01.2015
Accounting and Financial Management Certificate - undefined
Bow Valley College
01.2014
Skills
- 10-year retail banking experience
- Strong borrowing and compliance skills
- High-performing team player
- Ability to professionally analyze, summarize, present information
- Skilled in utilizing productivity tools and software for effective communication
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Senior Financial Advisor
The Bank of Nova Scotia
05.2015 - Current
Customer Service Representative
Primerica Life Insurance Company of Canada
01.2014 - 06.2014
Accounting and Financial Management Certificate - undefined
Bow Valley College
Diploma in Financial Planning -
Canadian Institute of Financial Planning
Financial Services Diploma -
Bow Valley College
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