I was responsible for designing, executing, measuring, and reporting nationwide marketing campaigns for mutual funds, managed solutions, GICs, and ETFs. I worked closely with business and sales leaders to develop and implement strategies that fulfill their long-term objectives. I also created promotional offers, marketing materials, landing pages, support materials, videos, and more to ensure the success of campaigns and new product launches.

I helped create, execute, and measure innovative sales and marketing campaigns to drive sales of mutual funds and GICs. I developed customer-facing marketing materials and internal sales support materials and designed tools and processes to manage finances and improve executive reporting.

Assisting retail mutual fund clients and high net worth clients with their investment needs. Providing administrative support to portfolio manager for high net worth clients. Assisted Vice President in inside sales and marketing initiatives.

Provided trilingual (English, French and Cantonese) service to mutual fund and segregated fund investors and financial advisers.

Calculated defined benefits pension entitlements for employees of several large corporations. Assisted in cyclical events like creation of pension statements and pension adjustments and helped prepare data for pension plan valuations.