Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
15
15
years of professional experience
Work History
Financial Services Representative
RBC
05.2009 - Current
Analyzed financial data to identify opportunities for increasing profitability.
Provided guidance on investment decisions to ensure maximum returns.
Assisted clients in understanding complex financial concepts and instruments.
Fostered relationships with new and existing customers through excellent customer service skills.
Educated customers about different types of products available from the company's portfolio.
Provided accurate information regarding fees, commissions, regulations., related to financial services.
Processed transactions quickly and accurately in accordance with established procedures.
Ensured that all customer inquiries were answered promptly and completely.
Worked collaboratively with other departments to provide comprehensive solutions for clients.
Social Work Intern
Covenant Gardens Estate
Mississauga
09.2020 - 03.2021
Conducted research on potential funders, including public agencies, private foundations, corporations, and individuals.
Prepared grant proposals, letters of inquiry, budgets, and other related materials in accordance with funder requirements.
Developed systems for tracking grants received and funds expended.
Maintained contact with existing funders to ensure that relationships were properly managed.
Collaborated with program staff to develop strategies for obtaining new sources of funding.
Assisted in planning special events for donors or prospects as needed.
Education
Associate of Science - Social Service Worker
Sheridan College Institute of Technology And Advanced Learning
Brampton
03-2021
Some College (No Degree) - Business Management
Ryerson University
Toronto, ON
Skills
Customer Relationship Building
Relationship Management
Client Advocacy
Family Communication
Self-Care Techniques
Empathy Development
Professional boundaries
Active Listening
Timeline
Social Work Intern
Covenant Gardens Estate
09.2020 - 03.2021
Financial Services Representative
RBC
05.2009 - Current
Associate of Science - Social Service Worker
Sheridan College Institute of Technology And Advanced Learning