Sign in

Sales Assistant

East Gwillimbury, ON, Canada
July 22, 2020

Contact this candidate



*** ***** **** **. **** Gwillimbury On L9N0R7

C: 647-***-****

Successful at managing multiple priorities while maintaining a strong work ethic and exhibiting a positive attitude.

Recently obtained psychology degree in order to promote sensitivity, understanding, and assess clients’ needs

Self-motivated - excel in sales culture environment and business development

Public speaking ability

Excellent communication and interpersonal problem solving and decision-making skills

Conscientious with high level of integrity

Experience providing support to health care, social service - nonprofit and profit sector



Successfully sourced potential clients by organizing rate campaigns and promotional events

Assessed client needs and set goals for investment portfolios whereby retaining a loyal client base

Followed industry standards of confidentiality and protocol

Corresponded with clients and financial institutions -tracked clients files for renewals, transfers, and new money investments

Cross selling of in house financial product line Initiated sales for mortgages, mutual funds and term investing

Managed current accounts including foreign exchange

Maintained consistently high standard in servicing clients

Prospected for charities by building relations with local retailers to provide on going clothing donations for families at risk

Successfully solicited donations for local charities


Developed and led appropriate seniors fitness program in order to facilitate limited mobility and contra indicated movement that translated to improved physical health and overall well-being.

Assessed and assisted residents with ambulation, and mobility and reported daily progress to involved family members

Coached clients in appropriate financial investment decisions

Taught children with Autism Spectrum Disorder –set curriculum that included reading math and social skills


Created client files and prepared documents

Adhered to government regulations

Completed industry forms to initiate transfers of clients files

Maintained client files on daily basis

Balanced branch sales, produced daily sales reports

Strict adherence to client confidentiality and APA code of ethics

Proficient in Micro soft word, PowerPoint, Excel and customized industry software


Authored a series of papers that were commended by professors for achieving high levels of research and writing abilities

Academics – examples of research papers

Integrating children with autism and typical peers in camp settings

Effective Interventions Using Video Modeling and Social Stories to Improve social skills in autism Spectrum Disorder

Practicums – Dr. Azarbehi

Social Injustice and Poverty Attributions Mediated by Collective Nonnormative Actions in Group Conformity –Dr. David Cwir

Risk and Resiliency in Posttraumatic Stress Disorder: Definitions Symptoms and Treatments – Dr. White

2005-2006 Assistant to Resident Physiotherapist –Andrea Ruggieri

Rivera Nursing Home, Vaughan, ON

(Government funding cancellation)

1999 – 2003 Independent Broker RESP Sales & Marketing Assistant,

OM Financial – City of Vaughan, ON

1995 – 1998 Financial Services Marketing Assistant,

Retirement Council of Canada – Toronto, ON

1991 – 1994 Fitness Instructor for seniors,

Toronto Board of Education – Toronto, ON

1988 – 1991 Personal Financial Representative,

Council Trust – Toronto, ON

1986 – 1988 Client Specialist,

First City – Toronto, ON


2017 – current 100 Youth that Care

Committee Team Member; involved in organizing and facilitating quarterly youth meetings that raise funds and advocate for local charities

2013 – current St. Johns Anglican Church, Richmond Hill, ON

Church Youth worker; creating relevant life and faith application lessons for High Schools students

2015 Kid Solutions

One on One - Applied Behavior Analysis

Worked with children using ABA therapy in order to chart and measure progress

2012 TRACE Camp

Integrating children with autism and typical peers

Facilitated and developed circle times with songs and games

Worked one on one with assigned child with ASD during free play and planned activities in order to teach social skills, and manners

2009 – 2011 Canadian Centre for Abuse Awareness (CCAA)

Ellen Campbell, President

Fund Raising

Successful prospecting for retail donors

Worked with woman to select wardrobes for family needs as well as preparing for interviews /future careers


2015 Kid's Solutions practicum

2012 TRACE Camp practicum

1990 Business Administration, Humber College - Toronto, ON

Canadian Securities Course

Mutual Funds Course

Financial Services Training Course

Trust Company Institute Course

RESP Certification

Certified Fitness Instructor

CPR Advanced First Aid Course


2017 B.Sc. Psychology Major Tyndale University - Toronto, ON

2020 MTS. Theological Studies Tyndale University -Toronto, ON

Contact this candidate