Overview
Work History
Education
Skills
Timeline
Generic

Wilfred Jimmy

Calgary

Overview

35
35
years of professional experience

Work History

Consultant

Consultant
02.2017 - Current
  • Collaborated with First Nation communities to enhance fiscal governance.
  • Coordinate training for finance staff to compliment improvements on accounting software
  • Discovered areas for economic growth throughout the local region.
  • Collaborated with elders and community members to create strategies for economic growth.
  • Coordinated and led community meetings for sharing details on future plans.
  • Liaised with leadership to communicate updates addressing key facets of community economic progress.
  • Led the creation of a business charter defining the separation of politics from community economic development.
  • Coordinated with key community figures to enhance governance policies.

General Manager

Thunderchild First Nation
01.2017 - 01.2019
  • Oversaw routine operations for programs subsidized by Indian and Northern Affairs Canada.
  • Provided support to governance efforts through management-focused collaboration.
  • Directed staff oversight activities while maintaining compliance with reporting standards.
  • Offered strategic budget insights to leadership team.
  • Architected financial outlines for a variety of sectorial programs focusing on areas like education and public services.
  • Supervised budget execution and prioritized monthly financial reports.
  • Oversaw accountability of program management tasks.
  • Delivered comprehensive reports directly to band leaders.

Regional Manager of Aboriginal Banking

Canadian Imperial Bank of Commerce
01.2007 - 01.2016
  • Advised risk management on aboriginal credit-related issues.
  • Contributed to drafting inclusive financial policies for indigenous groups.
  • Strategically increased visibility of bank offerings through targeted marketing.
  • Collaborated with account teams in the creation of accurate and timely credit documentation.
  • Engaged with risk professionals to resolve targeted requests effectively.
  • Joined Chief and Council assembly sessions among First Nation groups.
  • Attended conferences as representative of Canadian Imperial Bank of Commerce.
  • Cultivated connections with various First Nations groups.
  • Coordinated comprehensive presentations for CIBC Woodgundy and CIBC Trust Services.
  • Contributed to crafting investment and trust presentations.
  • Contributed to discussions during sessions led by CIBC Woodgundy and CIBC Trust Services.
  • Executed follow-up tasks post presentations.

Account Manager

First Nations Bank of Canada
01.2001 - 01.2006
  • Contributed to developing marketing strategy.
  • Contributed to promotion of banking products and services.
  • Collaborated with community leaders through Chief and Council sessions across First Nation territories.
  • Interpreted First Nations financial data to draft credit requests.
  • Engaged with risk management team on matters concerning First Nation credit applications.
  • Contributed to employee recruitment.
  • Monitored First Nations accounts
  • Collaborated with TD Waterhouse to pinpoint key investment opportunities.
  • Participated in discussions with community trustees.
  • Participated consistently in weekly sales discussions.
  • Outlined periodic sales goals based on projected revenue benchmarks.
  • Coordinated team activities and contributed to meeting dialogues.

Senior Credit Officer

Peace Hills Trust Company
01.1996 - 01.2000
  • Facilitated discussions with Chief and Council to identify their needs.
  • Offered strategic financial insights to Chief and Councils.
  • Conducted detailed financial statement analyses, crafting comprehensive credit reports.
  • Completed preparation of security documentation ahead of loan dispersal.
  • Performed routine audits on credit files to ensure accurate documentation of loan records.
  • Performed regular monitoring of accounts tied to First Nations.
  • Oversaw team performance to maintain productivity goals.
  • Documented key points discussed during Chief and Council meetings.
  • Offered expert advice on financial matters to clients.
  • Facilitated sales of short-term investment products such as GICs.
  • Involved consistently in routine sales meetings.
  • Spearheaded pursuit of strategic investment prospects.
  • Participated in trustee meetings held in First Nation communities.

Management Trainee

Toronto Dominion Bank
01.1990 - 01.1996
  • Acquired comprehensive knowledge of customer service officer duties.
  • Handled tasks associated with customer service role.
  • Comprehended and applied banking transaction principles.
  • Acquired specialized training in personal banking.
  • Handled various financial services including car loans, mortgages, and lines of credit.
  • Skilled in identifying and mitigating risks.
  • Acquired comprehensive training in commercial account management.
  • Gained expertise in analyzing financial reports.
  • Prepared detailed and analytical credit request documents.

Education

Business Administration Diploma - Business Administration

St. James Business Administration
Winnipeg, MB
06.1982

Skills

  • Problem-solving
  • Attention to detail
  • Team leadership & development
  • Client relationships
  • Integrity and honesty
  • MS office
  • Analytical thinking
  • Strategic planning
  • Customer relationship management
  • Project leadership
  • Public speaking
  • Client engagement
  • Work Planning and Prioritization
  • Client rapport
  • Organizational development
  • Cultural awareness

Timeline

Consultant

Consultant
02.2017 - Current

General Manager

Thunderchild First Nation
01.2017 - 01.2019

Regional Manager of Aboriginal Banking

Canadian Imperial Bank of Commerce
01.2007 - 01.2016

Account Manager

First Nations Bank of Canada
01.2001 - 01.2006

Senior Credit Officer

Peace Hills Trust Company
01.1996 - 01.2000

Management Trainee

Toronto Dominion Bank
01.1990 - 01.1996

Business Administration Diploma - Business Administration

St. James Business Administration

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