Finance professional with prior experience in the IT and retail sectors. Currently employed as a Relationship Manager at Canadian Western Bank Trust Services, a leading provider of trust and custody solutions to both corporate and individual clients.Broad knowledge of registered accounts and investment products including securities, mutual funds, and investor mortgages. Detail-oriented problem solver with strong numerical aptitude. Active and empathetic listener with excellent communication skills, both written and verbal. Able to see the bigger picture and keen to explore processes with the goal of working smarter.
Listed skills include Relationship Management, Conflict Resolution, Problem Solving, Supervisory Skills, and 23 others.