Communication and Education Manager at Canada Life

Educating and servicing all clients within East Coast Canada on Group Retirement Services and Benefits. Creating and executing annual communication and education plans for strategic clients. Collaborating with Plan Sponsors to encourage high plan member enrolment. Creating and delivering member presentations and written communications aligned with marketing guidelines and market conduct requirements. Supporting implementation processes and member education strategies. Providing educational benefits through meetings and communications. Working closely with Client Relationship Managers to ensure proper educational sessions and communications, contributing to asset growth per member and supporting annual service plans across the region.

Associate Marketing Specialist at Canada Life

Strategizing and creating marketing deliverables to support Group Customer sales teams during various sales stages such as RFP, finalists, and implementation. Providing subject matter expertise and product support for group benefits and retirement savings sales teams. Designing finalist presentations tailored to client brand, vision, and values. Creating and optimizing welcome sites to ensure seamless transitions and excellent member and sponsor experiences. Leading marketing meetings with sales business partners to effectively convey key messages. Ensuring alignment of RFP deliverables with Canada Life brand guidelines. Strategically contributing to team efforts to improve processes and create efficiencies, while offering solutions and services for the sales team.

Client Service Specialist at Canada Life

Administering savings segregated funds including processing new deposits and redemptions. Ensuring contract accuracy and providing exceptional customer service to internal and external clients. Producing high-quality work with minimal errors, identifying problems and offering solutions to maintain excellent audit results. Handling inquiries from clients, advisors/brokers, and partners through multiple communication channels. Reconciling and correcting accounting errors. Participating in projects and miscellaneous duties as required. Understanding pension legislation and related financial products such as RRSP, Non-Reg RRIF, and LIF.

Marketing and Social Media Coordinator at Auburn Developments

Designed and implemented marketing campaigns across six businesses. Measured and optimized web traffic for SEO. Researched competitive products to evaluate characteristics, market share, pricing, and advertising. Developed optimized posting schedules considering traffic and engagement. Created and facilitated Google AdWords campaigns. Produced engaging written, graphic, and video content. Stayed updated on social media trends and platform changes. Responded to customer inquiries on multiple platforms. Organized community events across Southwestern Ontario for company businesses.

Volunteer Marketing Consultant at Global Online Marketing Academic Challenge (GOMAC)

Participated in the Fanshawe College GOMAC challenge, providing marketing consultancy for Donohue Funeral Home, a local business. Collaborated effectively with team members to fulfill daily tasks and meet client targets, reaching the competition finals. Managed Google AdWords campaigns within budget to boost brand awareness.

Financial Service Telephone Specialist at TD Canada Trust

Delivered exceptional customer service by advising on a full range of products and services over the phone. Met monthly sales, service, productivity, and compliance targets. Worked efficiently in a metrics-driven environment, consistently achieving call quality and productivity goals.

Sales Advisor at H&M

Provided customer service and sales support at the White Oaks Mall location.

Sales Advisor at Spring Shoes

Provided customer service and sales support at the White Oaks Mall location.

Communication and Education Manager at Canada Life

Responsible for educating and servicing clients in East Coast Canada on Group Retirement Services and Benefits. Created and executed annual communication and education plans for strategic clients. Worked with Plan Sponsors to increase plan member enrolment, delivered member presentations and communications within marketing guidelines, and supported implementation processes. Collaborated closely with Client Relationship Managers to provide appropriate education and contribute to growth in average assets per member.

Associate Marketing Specialist at Canada Life

Strategized and created marketing deliverables to support Group Customer sales teams including RFP/Finalists/Implementation. Provided SME and product support for group benefits and retirement savings sales teams. Created and optimized finalist presentations and welcome sites, ensuring alignment with brand guidelines. Led marketing meetings with sales partners, shaped client key messages, and challenged processes to improve efficiencies.

Client Service Specialist at Canada Life

Administered savings segregated funds including deposits, redemptions, and contract error checking. Provided professional customer service to internal and external clients. Managed inquiries via phone, email, and formal letters. Reconciled accounting errors and participated in projects and miscellaneous duties. Developed understanding of pension legislation and related products.

Marketing and Social Media Coordinator at Auburn Developments

Designed and implemented marketing campaigns for six businesses, measured and optimized web traffic for SEO, and created Google AdWords campaigns. Developed content across multiple media. Organized community resident events and responded to customer inquiries on social media platforms. Researched competitive products for market analysis.

Volunteer Marketing Consultant at Global Online Marketing Academic Challenge (GOMAC)

Participated in the GOMAC challenge working for Donohue Funeral Home. Collaborated with team members to implement Google AdWords campaigns within budget, achieved brand awareness, and reached the finals.

Financial Service Telephone Specialist at TD Canada Trust

Provided customer service and advised clients on a range of products via telephone. Met sales, service, productivity, and compliance targets. Worked in a statistically driven environment measured by call quality and productivity.

Sales Advisor at H&M

Performed sales duties in retail environment at White Oaks Mall.

Sales Advisor at Spring Shoes

Performed sales duties in retail environment at White Oaks Mall.

Communication and Education Manager at Canada Life

Educating and servicing all clients within East Coast Canada on Group Retirement Services and Benefits. Create and execute annual communication and education plans for strategic clients. Work with Plan Sponsors to emphasize and encourage high plan member enrolment. Create and deliver member presentations and written communications within marketing guidelines and observing market conduct issues. Actively support the implementation process and develop member communication and education strategies. Provide added educational benefit to members through education meetings and member communication. Work closely with Client Relationship Managers to ensure appropriate educational sessions and communications are provided to clients. Contributes to growth of the average assets per member. Support annual service plans for all clients within the region.

Associate Marketing Specialist at Canada Life

Strategizing and creating marketing deliverables to support the Group Customer sales teams with RFP/Finalists/Implementation. Providing SME and product support for both group benefits and group retirement savings sales teams. Creating and optimizing finalist presentations based on agendas and RFP requirements, while catering to the client’s brand, vision and values visually. Creating and optimizing welcome sites to ensure a seamless transition and maintain an excellent member and sponsor experience. Preparing for and running marketing meetings with sales partners to ensure key messages are presented and delivered to the client effectively. Ensuring RFP/finalist deliverables align with the Canada Life brand guidelines. Shaping key messages to the client in a way that will resonate with their mission and provide solutions to their pain points. Thinking strategically within a team and challenging current processes to improve efficiencies. Offer solutions and service for the sales team.

Client Service Specialist at Canada Life

Issuing and administering savings segregated funds. Processing new deposits, redemptions and general administration for segregated funds. Checking to ensure contracts are error free. Providing exceptional, professional customer service to internal and external customers. Achieving high quality with few errors; identifying problems and providing solutions. Handling inquiries from clients, advisors/brokers, field partners, internal and external business partners via phone, email and formal letters. Reconciling accounting errors and adjusting as necessary. Participating in projects and miscellaneous duties as requested. Understanding pension legislation and related products (RRSP, Non-Reg RRIF, LIF).

Marketing and Social Media Coordinator at Auburn Developments

Help design and implement marketing campaigns for six different businesses. Measure web traffic and monitor and optimize for SEO. Research and report on competitive products by identifying and evaluating product characteristics, market share, pricing and advertising. Develop an optimal posting schedule, considering high traffic times and engagement metrics. Create and facilitate Google AdWords campaigns. Create engaging written, graphic and video content. Stay up to date with current trends and changes to all social platforms. Respond to customer inquiries via email and social media. Organize community resident events for all company businesses across Southwestern Ontario.

Volunteer Marketing Consultant at Global Online Marketing Academic Challenge (GOMAC)

Invited to participate in Fanshawe College GOMAC challenge, working for Donohue Funeral Home. Collaborated with team members to complete daily assignments and achieve client targets; reached the GOMAC finals. Worked within a budget to implement Google AdWords campaigns aimed at achieving brand awareness.

Financial Service Telephone Specialist at TD Canada Trust

Provides legendary customer service through advising and offering clients a full range of products and services that meet their needs via the telephone. Meets monthly sales revenue, customer service, productivity and compliance targets in a statistically driven environment. Works professionally and efficiently in a data-driven environment.

Sales Advisor at H&M

Sales advisor delivering customer service and fashion product recommendations at White Oaks Mall.

Sales Advisor at Spring Shoes

Sales advisor at White Oaks Mall focusing on customer service and sales growth.

Communication and Education Manager at Canada Life

Educate and service clients within East Coast Canada on Group Retirement Services and Benefits. Develop and execute annual communication and education plans for strategic clients. Collaborate with Plan Sponsors to maximize member enrolment. Create and deliver member communications and presentations within marketing guidelines and market conduct. Support implementation processes and develop member education strategies. Provide educational sessions and materials to enhance member understanding. Work with Client Relationship Managers to align educational sessions with client service plans and contribute to growth in assets per member.

Associate Marketing Specialist at Canada Life

Strategize and deliver marketing deliverables to support Group Customer sales teams with RFPs, finalists and implementation. Provide SME and product support for group benefits and retirement sales. Create and optimize finalist presentations and welcome sites to ensure seamless transitions and excellent member/sponsor experiences. Lead marketing meetings with sales partners and ensure RFP/finalist deliverables align with Canada Life brand guidelines. Shape key messages to resonate with client missions and improve efficiency within Group Customer.

Client Service Specialist at Canada Life

Issuing and administering savings segregated funds. Processing deposits, redemptions and general administration. Ensuring contracts are error-free. Providing exceptional customer service to internal and external clients. Maintaining high audit quality, handling inquiries via phone, email and letters, reconciling accounting errors, and participating in projects. Understanding pension legislation and related products (RRSP, Non-Reg RRIF, LIF).

Marketing and Social Media Coordinator at Auburn Developments

Help design and implement marketing campaigns for six businesses. Measure web traffic and optimize for SEO. Research and report on competitive products, pricing and advertising. Develop an optimal posting schedule and create/manage Google AdWords campaigns. Create engaging written, graphic and video content. Stay up to date with current trends across social platforms. Respond to customer inquiries and organize community resident events across Southwestern Ontario.

Volunteer Marketing Consultant at Global Online Marketing Academic Challenge (GOMAC)

Invited to participate in Fanshawe College GOMAC challenge, working for Donohue Funeral Home. Collaborated with team to meet targets and reached the finals. Managed a Google AdWords campaign within a budget to boost brand awareness.

Financial Service Telephone Specialist at TD Canada Trust

Delivered legendary customer service via telephone; advised clients with a full range of products and services. Met monthly sales revenue, customer service, productivity and compliance targets. Worked professionally in a statistically driven environment with emphasis on call quality and productivity.

Sales Advisor at H&M, White Oaks Mall

Provided customer service, product knowledge, and sales support; achieved store targets; maintained brand standards and visual merchandising.