Susan Vincent Ralph
Kars,ON
Summary
Compassionate Substitute Teacher with broad knowledge of child development. Skilled at working closely with students to maintain progression and control behavioral issues. Committed to keeping up with lesson plans while keeping classrooms fun.
Overview
31
31
years of professional experience
Work History
Associate Investment Advisor
TD Wealth
08.2018 - 01.2024
- Built client relationships by serving as knowledgeable resource for information and advice.
- Navigated challenging market periods to secure positive returns for the majority of managed portfolios.
- Negotiated favorable terms on investment deals by leveraging strong analytical skills and established connections within the industry.
- Enhanced client investment portfolios by conducting thorough market research and analysis.
- Provided ongoing portfolio monitoring, ensuring timely adjustments based on market conditions and client needs.
- Actively participated in ongoing professional development opportunities to stay current on industry trends and best practices.
Investment Advisor
BMO Nesbitt Burns
09.1999 - 11.2015
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Maintained a strong network of industry professionals to exchange ideas, market insights, and potential investment opportunities.
- Conducted thorough due diligence on potential investments, minimizing exposure to unsuitable opportunities for clients.
- Assessed tax implications of investment decisions, optimizing after-tax returns for clients within the confines of existing regulations.
- Optimized investment performance by implementing disciplined trading strategies based on fundamental and technical analysis.
- Met with clients to generate new business and negotiate contracts.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Established key procedures for teams preparing documentation, models, and presentations.
- Mentored junior advisors, sharing industry knowledge and best practices for success in the field.
Substitute Teacher
Western Quebec School Board
09.1992 - 06.1996
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
Education
Bachelor Of Applied Arts - Developmental Psychology
Carleton University
Ottawa, ON05.1990
Skills
- Problem-solving skills
- Creative Thinking
- Self-motivated nature
- Resourcefulness
- Honest and Dependable
- Adaptable
- Organizational abilities
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
Associate Investment Advisor
TD Wealth
08.2018 - 01.2024
Investment Advisor
BMO Nesbitt Burns
09.1999 - 11.2015
Substitute Teacher
Western Quebec School Board
09.1992 - 06.1996
Bachelor Of Applied Arts - Developmental Psychology
Carleton University
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