Licensed to sell life insurance in Alberta and BC in September 2020.Generated more than 20 new business opportunities over the course of six months through collaboration with Investment Advisors. Worked with Advisors to discuss clients’ needs and then offered solutions clients’ unique circumstances. Interacted with insurance companies to ensure the prompt delivery of clients’ policies. Actively serviced and managed the requests of more than 500 existing clients by working with several insurance companies (Canada Life, Manulife, RBC, BMO, Sun Life Financial). Assisted clients by informing of policy changes and advising the best ways to maintain coverage in the most cost-effective manners.

Helped more than 800 clients plan for future goals by providing proper financial advice and proactively seeking opportunities to improve overall financial plans. Actively sought opportunities to provide advice, products and services to clients to improve individual financial situations and drive sales for the Royal Bank of Canada. Referred more than $5M in new/renewed mortgage business. Helped invest more than $500K in various mutual funds, and provided plans and tools for clients to improve cash flow. Assisted clients with obtaining and reducing/consolidating approximately $400K in debt. Proactively identified relevant policies and procedures and documented interactions to improve the client experience.Effectively organized schedules to accommodate new businesses and provide ongoing advice to existing client base.

Facilitated a friendly, safe and fun environment for all players and participants in more than 150 games.Mediated disagreements between teams or individual players, summarizing conflicts in detailed reports and providing recommendations for further discipline.

Wrote and edited a variety of governance materials, including a condensed version of the Board Governance Manual (used for the orientation and training of newly recruited Directors).Managed complicated finance and accounting activities which included eight different revenue streams from specific sectors in BC (home inspectors, payday lenders, travel agents and wholesalers, funeral services operators, debt collectors, telemarketers and video retailers and distributors).Provided project support for the Finance and Administration, Human Resources, Information Systems and Executive Office teams.Researched and implemented an online board communications platform (Aprio).

Managed the day-to-day work of the customer service team.Collaborated with companies and event organizers for the setup and removal of sponsored booths at corporate golf tournaments.

Controlled inventory management and quality assurance.Collaborated with tournament organizers and sold merchandise at sponsored events.