Detail-oriented individual with exceptional communication and customer service skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Proactive approach to identifying and addressing issues, with a focus on optimizing processes and supporting team objectives. Recognized for experience, skills, commitment to safety, natural abilities, and a high degree of motivation.
Canadian Securities Course
Wealth Management Essentials
Certificate in Advance Financial Advice
Financial Planning Supplement
Conduct and Practices Handbook