Managed Benefit Offerings for Canada

Human Resource Professional, managing Immigration Compliance for Hiring and recruiting managers across Canada.

Stays abreast of developments in the financial industry by carefully following internal bullets, policy changes, Bank of Canada announcements, and news events to determine their impact on clients’ financial standing.LASTING CONTRIBUTIONSEnthusiastically represents Scotiabank in the community as a United Way Ambassador by organizing and attending fundraising events.

Served as a member of the team’s 2007 and 2008 social committee to organize office events, including the annual Take Your Kids to Work Day.

Efficiently addressed telephone and email client inquiries regarding insurance, gathering information and promptly scheduling meetings with investment and wealth management officers.Strictly adhered to all guidelines and procedures as related to SSI compliance and Mutual Fund regulations, ensuring that due diligence was performed in all investment sales by signing, dating specialized reporting documents for entry into client files.Took part in daily meetings to discuss developments in the global markets and potential impacts on clients, as well as maintaining expert-level knowledge of all products to assist clients.Directed all incoming paperwork to the appropriate officer, maintaining an extensive internal network of colleagues to better serve clients.

Scotiabank – Oshawa, ONJoined with Canada’s third largest bank as an Administrative Assistant in the Specialized Insurance division to serve as a first point of contact for clients making accident claims. Made a lateral move to a specialized Investment Officer, Customer Service, and Administrative Assistant in the Specialized Wealth Management team to direct clients to the appropriate resources. Following the completion of the Canadian Securities Designation, received promotion to a client-facing role as a Personal Banking Officer.; Fosters and maintains relationships with clients to build rapport and trust, consistently meeting all sales targets by identifying client needs and providing individualized investment and mortgage solutions.Schedules in-person and telephone meetings with a diverse range of clients, carefully reviewing individual portfolios, notes, and minutes of previous meetings to determine their requirements.Meticulously takes notes of client meetings, ensuring that all updates are promptly posted to the internal database and complies with internal security procedures and privacy regulations.