Dawn Adams

Dawn Adams Email and Phone Number

Assistant Branch Manager at Envision Financial, a division of First West Credit Union and Mutual Funds Representative at Aviso Wealth. @ Envision Financial, a division of First West Credit Union
Dawn Adams's Location
Greater Vancouver Metropolitan Area, Canada
About Dawn Adams

**2022 Beyond Trip Winner **2021 Beyond Trip Winner ~ #1 in Envision****2023 View Award Winner ~ Aspiring Leader**2022 View Award Winner ~ Top Senior Financial Advisor - Envision West**I provide holistic financial advice using a mix of lending, investment, insurance and banking tools. Integrity is my highest value and this starts with an honest, open and transparent conversation. I help you achieve the financial goals that YOU want.

Dawn Adams's Current Company Details
Envision Financial, a division of First West Credit Union

Envision Financial, A Division Of First West Credit Union

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Assistant Branch Manager at Envision Financial, a division of First West Credit Union and Mutual Funds Representative at Aviso Wealth.
Employees:
501
Company phone:
1-888-597-6083
Dawn Adams Work Experience Details
  • Envision Financial, A Division Of First West Credit Union
    Assistant Branch Manager
    Envision Financial, A Division Of First West Credit Union Oct 2022 - Present
    Surrey, British Columbia, Canada
  • Envision Financial, A Division Of First West Credit Union
    Senior Financial Advisor
    Envision Financial, A Division Of First West Credit Union Oct 2020 - Oct 2022
    South Surrey, British Columbia, Canada
    I run a holistic financial advisory practice helping you achieve your financial goals and dreams. I believe in taking a proactive approach when it comes to finances, using the tools we have available to give, grow and save and protect your capital giving you peace of mind!
  • Aviso Wealth
    Mutual Funds Representative
    Aviso Wealth Jan 2021 - Present
    Surrey
    Mutual funds are offered through Aviso Wealth, a division of Aviso Financial Inc.
  • Raymond James Canada Foundation
    Charitable Foundation Administrator
    Raymond James Canada Foundation Aug 2019 - Oct 2020
    Vancouver, British Columbia
    The mission of the Raymond James Canada Foundation is to help build healthy, vibrant, and livable communities across Canada. Raymond James Ltd. advisors, associates, and our clients, share a passion and desire to give back to the communities in which we live and work. We believe that being active in our communities helps us continue to grow a successful business and build strong personal relationships. The success of the Foundation is the result of our shared enthusiasm, passion and desire to… Show more The mission of the Raymond James Canada Foundation is to help build healthy, vibrant, and livable communities across Canada. Raymond James Ltd. advisors, associates, and our clients, share a passion and desire to give back to the communities in which we live and work. We believe that being active in our communities helps us continue to grow a successful business and build strong personal relationships. The success of the Foundation is the result of our shared enthusiasm, passion and desire to make a difference. Show less
  • Westminster Savings Credit Union
    Mobile Mortgage Specialist
    Westminster Savings Credit Union Aug 2016 - Apr 2019
    Langley/Surrey British Columbia
    I provide my clients with mortgage solutions that fit their budget and flexibility needs.I specialize in mortgages for Business for Self clients, construction mortgages, and complex deals that require outside the box thinking.Due to expertise, local lending decisions and mobility, I am committed to a 24-hour turn around on applications.
  • Westminster Savings Credit Union
    Small Business Relationship Manager
    Westminster Savings Credit Union May 2014 - Aug 2016
    As a Small Business Relationship Manager, I offer a single point of contact for all of our small business customers. My goal is to offer sound advice to help our customers grow their businesses, while providing business and personal banking solutions to owners and their families. My focus is on building long-lasting relationships built on trust. I have a passion for working with people and helping provide balance, removing stress and uncertainty around banking so that they can enjoy what… Show more As a Small Business Relationship Manager, I offer a single point of contact for all of our small business customers. My goal is to offer sound advice to help our customers grow their businesses, while providing business and personal banking solutions to owners and their families. My focus is on building long-lasting relationships built on trust. I have a passion for working with people and helping provide balance, removing stress and uncertainty around banking so that they can enjoy what matters most to them.My focus is in small business financing, underwriting for business operating lines, business loans, and commercial mortgages. I also underwrite personal loans, lines of credit and residential mortgages. In addition I provide holistic advice to clients on their business and personal finances, referring them to the appropriate professional to receive the right advice and support.In addition to Lending, I provide advice on cash management and administrative support. Show less
  • Westminster Savings Credit Union
    Financial Services Representative
    Westminster Savings Credit Union May 2012 - May 2014
    Maple Ridge, Bc
  • Westminster Savings Credit Union
    Customer Service Representative
    Westminster Savings Credit Union Jan 2011 - May 2012
    Bc Lower Mainland

Dawn Adams Skills

Banking Customer Service Loans Financial Services Sales Residential Mortgages Finance Credit Small Business Consumer Lending Coaching Leadership Insurance Team Leadership Mortgage Lending Public Speaking Relationship Management Risk Management Strategic Planning Powerpoint Training Strategy Microsoft Office Mutual Funds Communication Commercial Lending Branch Banking Financial Advisory Team Building Financial Analysis Customer Retention Retail Budgets Event Planning Organizational Development Analysis Marketing Time Management Business Strategy Data Analysis Customer Satisfaction Small Business Lending Process Improvement Investments Teamwork Performance Management Recruiting

Dawn Adams Education Details

Frequently Asked Questions about Dawn Adams

What company does Dawn Adams work for?

Dawn Adams works for Envision Financial, A Division Of First West Credit Union

What is Dawn Adams's role at the current company?

Dawn Adams's current role is Assistant Branch Manager at Envision Financial, a division of First West Credit Union and Mutual Funds Representative at Aviso Wealth..

What schools did Dawn Adams attend?

Dawn Adams attended Blanche Macdonald Centre, Wilfrid Laurier University, Memorial University Of Newfoundland, University College Of The Fraser Valley.

What skills is Dawn Adams known for?

Dawn Adams has skills like Banking, Customer Service, Loans, Financial Services, Sales, Residential Mortgages, Finance, Credit, Small Business, Consumer Lending, Coaching, Leadership.

Who are Dawn Adams's colleagues?

Dawn Adams's colleagues are Sam Ruocco, Ashley Vandermeer, Eileen O'neill, Sandra Richter, Diane Scherle, Mandeep Dhillon, Emily Swindells.

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