Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Tanis Norrie

Kamloops,BC

Summary

Proactive Financial Associate Advisor with extensive experience in tailored savings plans and investment strategies. Skilled in client relations, retirement planning, and asset allocation, with a proven record of increasing customer engagement and streamlining financial processes. Bringing strong relationship-building abilities and expertise in financial advising to advance career opportunities.

Overview

15
15
years of professional experience

Work History

Financial Associate Advisor

Assante
06.2009 - Current
  • Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
  • Opened accounts for new and existing customers and assisted customers in completing application forms.
  • Proposed investment products to customers.
  • Provided training to junior associates on industry best practices, enhancing overall team productivity and performance.
  • Administered account transactions with customers and assisted in generating sales opportunities.
  • Developed and maintained database of records to facilitate smooth transactions for financial processes.
  • Administered account transactions and responded to customer inquiries concerning financial products.
  • Advised clients on tax-saving strategies while ensuring compliance with all applicable laws and regulations.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Facilitated new client onboarding process and investment account setup.

Education

High School Diploma -

Treherne Collegiate Institute
Treherne

Certified Financial Planner - Financial Planning

FP Education
Toronto, ON

Certificate - Business Accountancy

Red River Community College
Winnipeg

Skills

  • Cash Flow Management
  • Customer rapport
  • Relationship building and management
  • Retirement planning
  • Financial Advising
  • Debt management
  • Client Relations
  • Asset Allocation
  • Banking
  • Retirement needs
  • Financial Services

Interests

  • Enjoy hobbies that combine physical activity with outdoor exploration
  • Hiking
  • Kayaking
  • Adventure Travel

Timeline

Financial Associate Advisor

Assante
06.2009 - Current

High School Diploma -

Treherne Collegiate Institute

Certified Financial Planner - Financial Planning

FP Education

Certificate - Business Accountancy

Red River Community College

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Tanis Norrie