Summary
Overview
Work History
Education
Skills
Languages
References
Certification
Timeline
Generic

Tom MacMillan

Sydney,NS

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Advisor

Scotiabank
07.2022 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Formerly held the position of Acting Customer Experience Lead for 6 months, managing Customer Service Team and overseeing Cash Operations

Residential Sales Representative

Bell Aliant
02.2020 - 10.2021
  • Fulfilled customer queries over phone, in-person and through email to provide and maintain highest level of customer care.
  • Forged and nurtured impactful relationships with customers to cultivate loyalty.
  • Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
  • Performed cold-calling and follow-ups with leads to secure new revenue.

Sales Representative

Benjamin's Menswear
05.2013 - 12.2019
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Expanded customer base through cold calling, networking, and relationship building.
  • Increased sales revenue by identifying and targeting high-potential accounts.

Education

Bachelor of Arts - History

Memorial University of Newfoundland
St John’s, NL
04.2013

Skills

  • Critical Thinking
  • Client Engagement
  • Relationship building and management
  • Workforce Management
  • Staff Training
  • Operations Support

Languages

English
Native or Bilingual

References

Micaela MacKenzie


Small Business Advisor

Former Supervisor


902 563 2600 x 2002


John McCarthy


Owner Operator, Benjamin's Menswear


709 576 1816

Certification

Licensed Mutual Funds Representative

Timeline

Financial Advisor

Scotiabank
07.2022 - Current

Residential Sales Representative

Bell Aliant
02.2020 - 10.2021

Sales Representative

Benjamin's Menswear
05.2013 - 12.2019

Bachelor of Arts - History

Memorial University of Newfoundland

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Tom MacMillan