TATIANA BOLSHAKOVA
Aurora,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly, positive, and with empathy for clients. Detail-oriented team player with strong organizational skills. Eager for a new knowledge and easy adaptable to different situations person.
Overview
15
15
years of professional experience
Work History
Financial Advisor
Ural-95
04.2010 - 08.2019
- Built strong relationships with clients, listening to clients' needs, answering the client's questions, and resolving different situations.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations, company policies, and risk management rules while serving clients' best interests.
Accountant Assistant
Stella
07.2004 - 12.2006
- Performing basic office tasks, such as filing, data entry, answering phones, processing the mail, etc.
- Handling communications with clients and vendors via phone, email, and in-person.
- Processing transactions, issuing checks, and updating ledgers, budgets, etc.
- Preparing financial reports.
Education
License Certificate - Canadian Securities Course
Canadian Securities Institute
Toronto, ON03.2024
Bachelor in Finance - Financial And Banking Management
Ural State Technical University
Yekaterinburg, Russia05.2004
Skills
- Client Relations
- Financial Services
- Financial Advising
- Relationship Building and Management
- Ethical standards
- Banking
Languages
English
Professional Working
Russian
Native or Bilingual
Hobbies
Art
Walking
Reading
Timeline
Financial Advisor
Ural-95
04.2010 - 08.2019
Accountant Assistant
Stella
07.2004 - 12.2006
License Certificate - Canadian Securities Course
Canadian Securities Institute
Bachelor in Finance - Financial And Banking Management
Ural State Technical University
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