Emma Wagner, Cim® Email & Phone Number

Greater Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Calgary, Alberta, Canada

• Provided support to the sales team by assisting in the preparation of reports and fund proposals for internal partners and investment advisors.• Continuously managed data by using programs such as Microsoft Excel and investment planning platforms for in-depth research and portfolio creation.• Participated in a robust development program designed for preparation for a sales career in the mutual fund industry.• Learned directly from top tier sales professionals through on-going participation in regional team meetings.• Learned the fundamentals of the mutual fund business, the needs of clients, and how the role as a co-op student contributes to the company’s outstanding success.

• Carried out a targeted marketing strategy by conducting ongoing research studies in specified industries.• Engaged over the phone in an energetic and positive manner to perform cold calls and develop sales leads.• Followed a unique campaign to secure customers. Gradually developed relationships by finding ways to relate to each individual on a conversational basis.• Maintained a strong backbone in the ability to stay positive and confident. • Navigated Excel to log in detailed notes, while maintaining a high level of organization.

Calgary, Canada Area

• Optimized billing process, oversaw logistics. • Relied on spreadsheets and word-processing software to effectively streamline business processes. Used Microsoft Excel to organize relevant information and provide analytical support to various departments.

Calgary, Canada Area

• Welcomed and greeted visitors professionally. Confidently and politely engaged with customers both in-person and over the phone.• Frequently assumed a leadership role by reaching out to help all divisions of the company.• Exceeded expectations; was requested to return the following summer for a more sophisticated role.

Calgary, Canada Area

• Attention to quality under high-pressure circumstances. Optimized time by effectively coordinating with coworkers.• Used ingenuity to invent new drinks, which improved customer satisfaction and thus increased sales.

Calgary, Canada Area

• Became an expert at creating the ultimate seating plan for customers by observing turnover rates, reservations, and preparation times. • Individual consideration in order to guarantee customer satisfaction. Intuitively tended to the needs of distressed customers.

Bachelor Of Commerce (B.Com.)

Education record