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-  Human Resources Management Graduate Certificate, Seneca College; preparing for CHRP;

  member of HRPA Toronto and York Region.

-Expertise in Microsoft Word, Excel, PowerPoint and HRIS (Peoplesoft) and SuperHR.

-Five years of experience in training and development, compensation, employee performance

    management, strategic planning for staffing initiatives and retention, recruitment and selection.

-Demonstrated outstanding ability to manage client relationships through strong listening, product

    advisement, follow-up, evaluation and feedback.

-Exceptional administrative skills: cash management, budgeting, report writing and audit


Work experience

Jan 2006Jan 2008

Assistant Branch Manager

·Effectively recruited and selected 20+ employees in customer service and financial sales that resulted in 100% retention or promotions to new positions.

·Identified employee training needs and implemented training, coaching and mentoring to improve customer service standards.

·Researched, prepared and delivered performance evaluations that led to compensation recommendations, training and promotions for new and existing employees.

·Designed and managed complex branch working schedule for six days a week and extended hours through HRIS management system.

·Administered branch compliance audit preparation achieving a 90% compliance rating.


Financial Advisor

·Successfully addressed initial client needs and identified hidden needs while providing sensible and educated investment counseling resulting in $2.5 million in new business.

·Mastered the development and deepening of client relationships resulting in the acquirement of 12 new ‘High Valued’ clients initiating investment accounts.

·Generously contributed toward the lofty achievements of branch business.

·Promoted to Financial Advisor position from a Customer Service Representative role.




Seneca College of Applied Arts and Technology


and HRIS (Peoplesoft) and SuperHR
Microsoft Excel
Microsoft Word