Emily Pease Email & Phone Number

Adaptive and detailed financial support and analysis for a range of clients with unique needs and solutions.

Toronto, Ontario, Canada

Quality Control, account maintenance and providing support for Raymond James' branch staff in providing superior customer service.

Vancouver, Canada Area

I am extremely excited to begin giving back to the community with such a fantastic organization!

Ontario, Canada

-Personal finance advisor including investments (index-linked GIC’s, TFSA, RRSP, RESP) and pre-consultation for mutual funds and other advanced investment products -Complete mortgage services - new clients, renewals, remortgaging and tailored debt solutions-Back-end control and maintenance on multiple platforms, both electronic and traditional-Branch lead in training and practical transition to Temenos T24 complete banking platform-Branch senior staff member providing managerial support, responsible for leading and teaching staff, closing accounts, and resolving difficult customer situations-In this profile you have likely noticed a work experience gap between January 2017 and the present. During this time, my husband took a sabbatical to travel internationally, gaining some really exciting new perspectives and truly enjoying the experience of a lifetime. We have now returned home to Canada and are enjoying our new exciting life in Vancouver.

International Business Management, Business Administration And Management, General, 90

Activities and Societies: Networking; Market Research; Finance and Economics; Ethics and Legal Issues;

Csc; Cph Designations, Investments And Securities

B.A. Psychology

Csc; Cph

Bachelor'S Degree, Psychology