Michael Fox Email and Phone Number
As a financial professional with over 10 years of experience, I am passionate about helping plan and achieve financial goals. I believe in taking a holistic approach to review the financial needs and motivations of my members. My goal is to coach and mentor on how to best reach their desired goals. I enjoy leadership and coordination roles where I can help create a positive environment that fosters teamwork and creativity. I have developed these skills as the Class Representative of the FT MBA cohort and Director of Internal Relations with the Graduate Student Society.
First West Credit Union
View- Website:
- firstwestcu.ca
- Employees:
- 1620
- Company phone:
- 1-888-597-6083
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Finance Operations SpecialistFirst West Credit UnionDelta, Bc, Ca
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Senior Financial AdvisorEnvision Financial, A Division Of First West Credit Union Sep 2022 - PresentTsawwassen, British Columbia, CanadaThe Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. -
Director Of Internal RelationsThe Graduate Student Society At Simon Fraser University May 2022 - Sep 2022Burnaby, British Columbia, CanadaThe DIR is the student leader primarily responsible for ensuring the internal governing structures of the Society continue to foster a graduate community and serve the administrative and strategic goals of the Society. The DIR seeks to support Councillors so that they may fully engage with their roles as Directors of the Society. In addition, the DIR is responsible for building a dynamic, accountable, and relevant Caucus network -
Relationship ManagerCoast Capital Savings Oct 2019 - Jun 2021Tsawwassen, British Columbia, Canada-Counseled clients on financial matters and provided recommendations on investment opportunities,products, and services based on client needs and asset availability.-Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investmentgoals, and risk tolerance to formulate and actualize strategic financial plans -
Senior Financial AdvisorScotiabank Apr 2010 - Feb 2019Vancouver, British Columbia, Canada-Provided outstanding customer service to new and long-standing customers by attending closely to theirconcerns and developing appropriate financial strategies to reach their goals.-Built long-term relationships with high net worth clients by utilizing active listening, effectivecommunication and dynamic interpersonal skills.
Michael Fox Education Details
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Business Administration And Management, General -
Double Major In Finance And General Business
Frequently Asked Questions about Michael Fox
What company does Michael Fox work for?
Michael Fox works for First West Credit Union
What is Michael Fox's role at the current company?
Michael Fox's current role is Finance Operations Specialist.
What schools did Michael Fox attend?
Michael Fox attended Beedie School Of Business At Simon Fraser University, University Of Northern British Columbia (Unbc).
Who are Michael Fox's colleagues?
Michael Fox's colleagues are Dinah Suzuki, Donna Erickson, Benjamin Taylor, Jen Homer, Stacey Gagno, Amy Webb, Cindy Schiller.
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3urbanjazz.ca, greatgulf.com, moddevelopments.com1 +141644XXXXX
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Michael Fox
Greater Montreal Metropolitan Area -
Michael Fox
Greater Toronto Area, Canada
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