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Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.

Accomplished Financial Planner with a proven track record at BMO and CIBC, excelling in client relationship development and retirement planning. Demonstrated leadership through multiple awards and partnerships, enhancing client portfolios and achieving top sales in mutual funds. Skilled in teamwork and collaboration, consistently driving results and fostering client trust.

Offering blend of leadership qualities, experience in financial planning and strong desire to learn and grow to within the management environment. Delivers insights into strategic planning and operational procedures, coupled with excellent communication and organizational skills. Ready to use and develop these skills in the Manager of Financial Planning role.

Meticulous, experienced and dependable professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals. Hardworking with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.

Kiel Nelson

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Financial Planner

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