Estefania Norena Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

•Collaborates with various business units in support of all their digital marketing requirements, owning and project managing committed deliverables from strategy development through to delivery.•Responsible for Identifying, developing, and creating optimal customer experience across all digital channels through personalized journeys and leverage data-driven insights to achieve targeted goals.•Manages the successful execution of key initiatives through numerous digital marketing tactics such as: webinars, national emails, web content, a/b testing, design of digital ads, lead nurturing. •Coordinates the creation and deployment of all corporate emails. •Coordinates A/E email testing strategies. Responsible for gathering data to analyze open rates, click through rates and conversions to continuously innovate and improve our marketing efforts. •Supports the development of marketing automation for campaign management & reporting. •Manages corporate webinars including technical execution, promotion and drip campaigns.•Responsible for ongoing governance of website content for accuracy and facilitating update requests to ensure content and resources are kept up to date.•Managed CI Financial’s websites replatforming (CI AWM, CI GAM ). •Coordinates CI GAM product launches from digital strategy development to delivery.

Toronto, Ontario, Canada

• Consults with financial advisors and assists in the creation of engaging client facing promotional material that are in line with the brand strategy of Assante Wealth Management. This also entails a strong focus on financial compliance guidelines adhering to the content of the Mutual Fund Dealers Association (MFDA) , Investment Industry Organization of Canada (IIROC) and Canadian Investor Protection Fund (CIPF).• Responsible for creating, reviewing and editing advisor sales communications and marketing content.• Provides recommendation to advisors on how to improve social media presence to help drive prospects.• Collaborates with the corporate design team to develop client-oriented sales communication, social media advertisements, print media and digital projects for financial advisors. • Manages delivery and execution of Assante's Well-Advised newsletter program.• Responsible for the coordination and technical execution of Assante’s Wealth Matters corporate webcasts.• Manages monthly marketing expenses and reimbursement for all financial advisors nationally, as well as monitors yearly marketing budgets for various branches.• Responsible for training and assisting advisors on Assante’s enterprise website tool.• Responsible for working with the accounts payable team to coordinate the reimbursement of advisors and/or branches approved marketing expenditures . • Utilizes Salesforce, workflow and other platforms to track advisor requests, individual projects and team initiatives.

Toronto, Canada Area

• Provided detail-oriented, courteous, timely and professional customer service to investors and financial advisors.• Liaised with clients and financial advisors and educated them on CI Investments’ mutual funds and product line with the purpose of creating tailored investment strategies.• Responsible for researching, investigating and correcting account related issues to ensured client and advisor satisfaction.• Extensive training on Registered and Non-registered accounts as well as Mutual funds, Segregated funds and Educational Savings plans. • Assisted clients and financial advisors with account opening, purchases and redemption requests, outgoing and incoming transfer requests, account unlocking, product related information, taxation inquiries, financial adjustments, distribution inquiries and trade related requests.

Toronto, Canada Area

• Worked in a project-based team to assist in the development and launch of a portfolio management tool for Assante and Stonegate clients.• Proactive investigated and reported any issues with the tool and tested system performance to enhance client experience.• Experience using Atlassian software such as Jira and Confluence.• Accurately responded to telephone and written inquiries for product and administrative information.• Provided prompt and courteous service to financial advisors and investors.• Contributed to departmental projects including CI’s green initiative and RESP account correction.

Waterloo, Canada

• Accurately recorded orders and partnered with team members to deliver exceptional, professional, friendly and fast service.• Provided recommendations on daily food and drink specials and answered questions about menu selection.• Ensured guests satisfaction and took action to correct any problems. • Arranged table settings and maintained a tidy dining area at all times.• Performed closing duties, including restocking items and reconciliation of the cash drawer.

Toronto, Canada Area

• Helped customers with product information and selection of merchandise based on their needs.• Responsibilities included achieving sales goals, providing customer service, re-organizing merchandise, receiving and sending out orders and promoting store sales.• Encouraged customers to purchase product care• Performed monetary transaction and ensured the till had consistent cash flow.

Toronto, Canada Area

• Greeted guests, scheduled dining reservations and instructed dining room personnel on guests needs to ensure guests received fast and quality service.• Seated guests by escorting them to assigned tables.• Promoted daily food and drinks specials and answered questions about menu selections when requested.• Answered incoming calls and provide appropriate service.

Waterloo, Canada

• Fostered effective communication between House Council members, House council executives and Conrad Hall residents • Attended and actively participated in weekly House Council meetings for the developing and execution of events to enhance the residence life experience.• Planned and marketed social building events, guest speakers, committees, charity fundraising and assisted with the promotion of campus-wide events and student opportunities.

Toronto, Canada Area

• Provided exemplary service in response to customer questions and concerns about products and services• Promoted and encouraged customers to apply for the Sears Financial credit card that resulted in increased number of credit card applications• Answered incoming calls and provided appropriate service to solve customers problems and inquiries. • Performed monetary transactions and ensured the till had consistent cash flow throughout the day.

Toronto, Canada Area

• Recorded payments received from patients and insurance companies ensuring minimal error.• Assisted with the reconciliation of patient’s payments and doctor’s annual fee payments.• Ensured to effectively handle monetary transactions.• Contacted patients to verify billing information. • Performed clerical work such as sorting and filing, photocopying and collating, word processing and appointment scheduling.

Digital Marketing Management, Digital Marketing

Bachelor Of Business Administration (Bba), Finance, Minor In Marketing And Economics

Activities and Societies: Woman in Leadership Laurier, Laurier International Business, Because I am a Girl, Laurier’s Recreational Dance.

Bachelor Of Business Administration - Bba, Master In Management - Grande Ecole Programme On Bordeaux, Exchange Student

French Credential

Explore French Program

Specialist High Skill Major Program In Business, Business/Commerce, General, 9-12

Activities and Societies: DECA, Junior Achievement, Investors of Tomorrow • Honour Roll, 2011-2015 • Business Award, 2015