As a senior financial advisor with over 8 years of experience in the financial services industry, I have helped hundreds of clients achieve their financial goals and secure their futures. I have a BA in Economics from the University of Victoria, as well as diplomas in Finance and Financial Management Services and RFRA from CIFP. I also hold a CFP certification from FP Canada, which demonstrates my high standards of ethics, competence, and professionalism. I have worked as a senior financial advisor at Scotiabank for 4.5 years. Prior to that, I was a financial advisor at CIBC for 3 years, where I developed and implemented financial plans for individuals and businesses, and generated the company revenue. I have a strong background in credit, banking, and investments, and I am proficient in using various financial tools and software. I am passionate about helping people make informed and confident financial decisions, and I have a proven track record of building trust and rapport with clients and colleagues. I am currently looking for a new opportunity to leverage my skills and experience, and to contribute to the success of a dynamic and innovative organization. more... See more text