I leverage data analytics and reporting tools to drive innovation, automate reporting, and optimize operational processes. Through collaboration and trend analysis, I enhance wealth management services, delivering measurable value and impact.- Leverage data analytics and reporting technologies- Interpret data to support decision-making- Proactively automate and innovate reporting- Identify data dependencies in operational systems- Lead cross-functional projects to enhance efficiency- Keep abreast of industry trends to facilitate change management in our operations and services.

- Analyze data and model business processes to identify opportunities for improvement and inefficiencies.- Design solutions to optimize existing business processes and improve customer experience. Develop effective automation solutions to streamline business processes.- Use of methodologies such as Agile and Scrum to manage the project end-to-end, from ideation to delivery, while ensuring timely delivery.- Communicate with stakeholders to ensure that objectives and expectations are clearly understood and met. Understand needs and expectations to provide regular updates and ensure stakeholder satisfaction, including the client.- Use techniques such as critical thinking, creativity, and collaboration to solve problems and maintain continuity of business operations.- Developing automation solutions for internal tasks and processes (at zero cost to the company), greatly increasing efficiency.Act with delegated authority in the absence of the Manager (decision-making agreements, personnel management, conducting meetings).- Sharing acquired experience with the team through mentorship.Key achievements:• Led cross-functional teams in the development and implementation of data automation projects, resulting in successful project completion and improved relationships• Implemented data integration solutions that streamlined the flow of data between different systems, resulting in improved data quality and reduced manual errors• Reduced manual data processing tasks by designing and implementing automation scripts and workflows, resulting in significant time and cost savings for the organization.

- In the prolonged absence of the team supervisor and concurrently with the position of Senior Solutions Specialist.- Manage, assist, develop, and motivate team members to consistently provide the best possible service.- Prepare and conduct monthly performance reviews of team agents and ensure their satisfaction.- Ensure strong adherence to Key Performance Indicators (KPIs) and report them to the management team.- Use this opportunity to expand opportunities for communication and learning with the team through mentoring.

- Supporting our Sales Team and Financial Representatives by investigating complex and tier-2 escalated account related inquiries- Identifying opportunities to help our Service Centre knowledge provide better service-focused solutions on every question, including complex tax, registered plan and estate or trust issues - Deeply involved in the identification, review and development of business policies, operating processes and analytics of the team, with a goal to ensure operational efficiency- Participation in ad-hoc projects and initiatives to better answer company's needs and efficiency.Key achievements:• Obtained the Exceptional Performance rating in 2020 and 2021• Designed innovative automated solutions, enhancing the performance of our 12 members by about 30%.

- Exceeded advisors and clients expectations by listening and taking ownership while finding the most appropriate solution- Provided a fast, precise and professional service in a fast-paced environment- Achieved company's goals in terms of service levels and monthly monitoring benchmarks (best call quality in Q2 2019, over 98% quality in 2019)- Participation in any special project conducted by the company- Fully trained on Mutual and Alternatives Funds, SunLife Segregated Funds, United Financial products, RESP, CI Prestige, Marketing and Sales Support.Key achievements:• Obtained the Top Call Quality award in 2019 and the Innovation award in 2018 and 2019 • Designed innovative solutions (VB) that still increase our Client Services department overall efficiency.

- Advised customers on investments within a €1+ billion portfolio, including market outlooks- Modeled clients’ portfolios and provided recommendations on multi-asset allocations to diversify risk- Performed qualitative and quantitative research to reveal markets trends- Generated investment ideas to rebalance portfolios by attending to firm conferences and reading sell side research- Maintained customer relation and follow-up through a management system.Key achievements:• Nearly doubled our sales objectives by supporting a new money investment deal on multi-strategy funds• Converted an old Excel-based CRM into a sophisticated coded one, cutting time looking for data by 75%• Increased operating efficiency by 300% in our 120-arbitrages batch through a VB solution, eliminating redundant procedures and reducing market exposure.

- Researched securities using fundamental analysis and advised Portfolio Manager on investment potential- Wrote quarterly letter to clients analyzing portfolio performance using Morningstar- Ensured completeness, timeliness and accuracy of ad-hoc client reporting- Performed due diligence process on future investment opportunities- Complied with the bank's policies and local regulators against fraud and money laundering activities.Key achievements:• Revamped all the essential duties of the position, which ended up in far increased efficiency in handling Portfolio Managers’ assignments• Wrote various scripts in VB from scratch to generate 80% faster every customer report requested.

- Worked in binomial with a senior advisor on a 250 active customers portfolio- Developed relationships with professional partners to maintain a high quality of service- Analyzed company's balance sheets and income statements to reevaluate creditworthiness of existing clients (50 processed)- Answered clients' needs by cross-selling banking and financial solutions (payments terminals, working capital, consumer credits)- Participated in marketing campaigns for the purpose of growing the business

- Provided personalized relationship to new and existing customers- Explained to clients all types of banking and financial products and services provided- Actively identified client needs to evaluate the most appropriate solution- Delivered tax, legal and financial advisory to upper retail customers- Proactive contribution to help meeting branch sales goals and objectives.

- Delivered outstanding service to 200+ customers per day in a high-pressure and dynamic environment- Promoted at the desk new and additional bank solutions to existing customers- Ensured compliance verification of the new retail and professional relationships as per approved bank procedures- Processed loans and business accounts applications- Participated in telephone campaigns to ethically boost cross-selling.