Melissa Tully Email & Phone Number

With over seven years of experience in the financial services industry, I am a skilled financial planning associate with a passion for helping clients achieve their financial goals. I have earned the Canadian Securities Course (CSC) certification, and have a strong background in business and commerce from Saint Mary's University and Nova Scotia Community College. I have worked with various wealth management firms, such as Richardson Wealth, RBC Dominion Securities, BMO Nesbitt Burns, and TD Wealth Management, where I have supported senior advisors, managed client relationships, and contributed to the growth and retention of the client base. I have also developed excellent communication, interpersonal, and team motivation skills, which have enabled me to collaborate effectively with clients, colleagues, and partners. I am looking for an opportunity to leverage my financial planning and investment management expertise in a dynamic environment.

Listed skills include Teamwork, Retail Sales, Social Media, Visual Merchandising, and 3 others.