Fundserv

• Cover client segments and meet regularly with stakeholders to maximize relationships by assessing their business needs while offering opportunities to reduce time, cost, and risk.
• Contribute to the development of automation solutions and emerging technologies to ensure consistent and accurate client support.
• Identify discoveries for Fundserv to improve its product offerings & services.
• Conduct training sessions with external clients on all aspects of Fundserv and its operations including new client onboarding and support.

Relationship Manager

Fidelity Canada

• Carried out the Digital Transformation program to implement change across Fidelity leading to a client-centric and highly digital organization.
• Collected and analyzed data to seek trends and opportunities that would improve business performances across the company in terms of operations, profitability, and cost saving initiatives.
• Partnered with business units across Fidelity to uncover and drive forward initiatives to support enhancing client experience and operational efficiency. 
• Coordinated and facilitated meetings with stakeholders to solicit input and drive consultative strategies forward.

Digital Transformation Analyst

• Established, built and maintained relationships with senior Dealer Head Office contacts within Operations, Compliance and Product. 
• Acted as the expert on operational policies and procedures within Fidelity Canada and the industry on how to process business, while leading discussion with dealers by creating and presenting valuable metrics reporting through face to face/virtual meetings.
• Increased the depth of product on the dealer’s shelf by meeting with the senior product contacts at the dealer head office and ensure Fidelity Canada products are approved and available. 
• Attended and participated on internal/external working groups (e.g. FundSERV, IFIC, Product Development) to enhance industry knowledge and gain new contacts across different organizations. 
• Acted as the industry leader in the execution of Dealer Relations events for the dealers throughout Canada.

Bilingual Dealer Relations Manager

• Accountable for building and maintaining strong relationships with heads of Operations, Product, and Compliance at the Dealer’s Head Office.
• Provided continuous dealer communications while serving as a direct Fundserv source.
• Processed the day to day flow of advisor information from dealers and supporting the launch of Fidelity products and initiatives by partnering with the Dealer Relations Managers, Operations, Sales, and Marketing.
• Responsible for the planning and execution of dealer events throughout Canada.

Bilingual Dealer Relations Specialist

• Provided superior customer service while responding to product and general service inquiries from existing and prospective clients.
• Provided continuous process improvement solutions and projects towards more efficient customer response tools.
• Responded to requests and questions from brokers/ dealers, their administrative support partners and individual investors.
• Partners with other internal business groups to resolve account concerns and inquiries.

Bilingual Financial Services Specialist

Capital One

• Responsible for testing Canada’s Branded, Costco, and HBC credit card portfolios for adherence to applicable laws and regulations in both French and English.
• Executed risk-based compliance transactions testing.
• Made recommendations to continually validate and improve test coverage, design, data sourcing, and testing process and tools.
• Obtained and analyzed test data from sources identified in test plans, following documented test plans and testing protocols.
• Established and maintain strong relationships with Compliance Advisors and Business Areas.

Bilingual Compliance Specialist

Xerox

• Achieved sales targets related to new business sales and renewals.
• Developed short and long term strategies to market a full line of products in order to address the business needs and requirements of customers.
• Responsible for establishing and strengthening account relationships with key decision makers within targeted companies.

Account Manager

Ville de Montréal

• Oversaw the supervising, training, testing, and certification of staff and different teams of employees of the city's aquatic sector.
• Worked alongside superiors towards optimizing funds in order to lead the successful development of upcoming city activities.
• Ensured that all appropriate water health and safety standards were maintained.

Aquatics Supervisor

An intensely driven and energetic individual that readily adapts to ever-changing circumstances, but champions meaningful relationship building for stellar customer service and efficient company growth.

Bilingual Financial Professional | Sales + Automation + Compliance | Digitalization | Consulting | Swimmer – Biker – Runner


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