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, NL04.2013
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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