Mackenzie Thomson Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Supporting Advisors to provide first-class financial planning and strategic wealth management services to our clients.Managing client reviews, scheduling meetings and preparing client meeting materials.Managing day-to-day client requests and partnering with various internal Richardson Wealth teams to execute, as applicable.Delivering a high level of end-to-end personalized client service with rapid resolution of queries.Continuously engaging in ongoing learning and development to improve skills and knowledge.

Developed interpersonal and relationship management skills with clients to help facilitate excellent client experience. Liaised with Advisors and Financial Planning Associates to ensure the seamless collaboration of tasks with the Client Services Team, including Rep Code Changes, Know Your Client Forms, and Systematic Plans.Displayed an ability to adapt to change as a result of the changing nature of the Client Services Team during my initial year, as a result of personnel changes within the team.Regularly displayed excellent written and verbal communication skills with colleagues and clients to ensure expectations were understood and the outcomes were clearly defined, particularly in my ongoing management of the Know Your Client Form

Completed my Undergraduate Degree, with three years on the Dean's Honour List, and the fourth year spent at University of British Columbia. Studying a wide variety of commerce related fields, with a focus on finance and economics.

Toronto

• Analyzed data and information to provide our clients with the facts needed to make informed decisions• Demonstrated leadership skills by taking initiative in RBC’s S.T.O.P project, working with others, and ensuring the project was on budget and on time• Displayed initiative as a member of the RBC Student Partners, a position I was chosen for to further the experience for all interns at RBC• Collaborated with my team of business systems analysts to come up with effective solutions for our clients that fit their needs, providing valuable insights and understanding

Vancouver, Canada Area

To consult on and implement a marketing strategy for the next 24 months.Complete re-branding initiatives that consist of: Website Internal and external datasheets Social Media (Facebook, Twitter, LinkedIn, YouTube) Product Catalogue Tradeshow booth Letterhead, E-mail Signatures, Etc.Evaluate and implement an e-marketing software and run two targeted campaigns and track the progress/success of each campaign.Evaluate relevant print mediums that target our geographical market and run twotargeted campaigns.Update and modernize FoodPak’s Company Profile Presentation. Liaise regularly with co-workers on matters relating to the above.

Education record

Fourth Year visiting student

Bachelor Of Commerce (B.Com.), Finance, General, 3Rd Year

Currently enrolled in third year of an Honours Bachelor of Commerce degree, after completing the first two years on the Dean's Honour.

Education record

Honour Roll