Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Vanessa Aird

Ontario

Summary

Over 10 years Financial Service Industry experience. Strong organizational and administrative skills. Exceptional interpersonal and communication skills. Proficient in Microsoft Office. Knowledgeable on RRIFs, RRSP, RESP and other investment products. Demonstrated team player.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

20
20
years of professional experience

Work History

Or Bookings

Southlake Regional Health Centre
02.2024 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Organized and detail-oriented with a strong work ethic.

Mortgage Agent

The Mortgage Station
02.2022 - Current
  • Consistently met or exceeded sales targets through proactive client outreach and exceptional customer service.
  • Provided thorough explanations of various mortgage products to clients, assisting them in selecting the best option for their needs.
  • Maintained a high level of professionalism in all interactions, fostering trust and building long-term client relationships.
  • Negotiated favorable mortgage terms with lenders, resulting in lower interest rates and fees for clients.
  • Streamlined mortgage application processes for faster turnaround times and higher customer satisfaction rates.
  • Recommended tailored financing solutions based on individual client needs, resulting in higher customer satisfaction levels.
  • Assisted clients throughout the entire mortgage process, from initial consultation to closing day support.
  • Conducted post-closing follow-ups with clients to maintain relationships and encourage future referrals, contributing to long-term business growth.

Owner/Operator

Home Daycare
01.2016 - 01.2021
  • Ran a successful home daycare. Provided care for 5 kids from ages 12month to 4 years old. Rand organized programs with children. Providing Breakfast, snack and lunch. Was teaching children songs, alphabet, numbers etc. Also provided before and after school care program.

Financial Service Advisor

Meridian Credit Union
01.2015 - 01.2016
  • Within approval limits approve or provide recommendations on large and complex credit products. Provide investment advice by identifying and promoting Meridian investment offerings and wealth solutions that fit and meet our Members needs. Actively lead revenue generation and sales based activities in order to achieve performance targets. Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences. Through sales excellence earn the right to ask for business and drive new referrals to appropriate partners in Retail Wealth, Small Business and Commercial.

Financial Service Associate

CIBC Retail Bank
01.2012 - 01.2015
  • Service the financial needs of clients in partnership with the Advisor(s) and coordinate transactional needs of customers, as required. Service the financial needs of High Value walk-in clients requests during times when the Advisor is not available and resolve customer issues, concerns and/or problems promptly as required. Assist the Advisor by booking client appointments, uncovering sales opportunities and preparing client files using tools required to provide the ideal client experience. Delivering strong customer service contributing to overall team excellence in Branch Experience Surveys. Maintaining knowledge of product offers for CIBC Retail Banking clients, gaining an in-depth working knowledge of CIBC products and those of the competition. Co-chaired the CIBC Run for the Cure for 2 years, fostering team and community spirit.

Personal Banking Associate

CIBC Retail Bank
01.2006 - 01.2011
  • Achieving consistently strong financial results hitting 110% of assigned revenue plan by delivering consistently strong advice based advice to clients allowing them to reach their financial goals and build strong relationships with CIBC. Received Quarterly Achievers award for consistently going above and beyond the call of duty excelling not just in financial results, but also teamwork and leadership. Met the needs of clients proactive and reactively by building a solid pipeline via the handling of walk in clients and proactive outbound phone calling.

Education

Early Childhood Education

Seneca College
04.2000

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Dependable and responsible
  • Multitasking
  • Excellent communication
  • Organizational skills

Languages

English
Full Professional

Timeline

Or Bookings

Southlake Regional Health Centre
02.2024 - Current

Mortgage Agent

The Mortgage Station
02.2022 - Current

Owner/Operator

Home Daycare
01.2016 - 01.2021

Financial Service Advisor

Meridian Credit Union
01.2015 - 01.2016

Financial Service Associate

CIBC Retail Bank
01.2012 - 01.2015

Personal Banking Associate

CIBC Retail Bank
01.2006 - 01.2011

Early Childhood Education

Seneca College

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Vanessa Aird