Senior Implementation Advisor overseeing retirement - plan implementations for Desjardins, North America's largest cooperative financial group. Advising plan sponsors, coordinating stakeholders, and driving project delivery.
Senior business strategy advisor shaping complex transformation initiatives at Desjardins, North America’s largest cooperative financial group. Advising leaders, developing strategic plans, and improving financial - service delivery.
Conseiller PCO soutenant la planification, le contrôle et la gouvernance de projets chez Exposant 3. Pilotage d’outils Microsoft, contrôle qualité des données et rapports Power BI.
Solution Advisor demonstrating Sodales software, training customers, and supporting RFPs. Partnering with sales and technical teams in Toronto’s hybrid delivery organization.
Legacy Giving Advisor cultivating and stewarding planned gifts for World Vision Canada, a nonprofit development, relief, and advocacy organization. Building donor relationships and managing legacy - giving portfolios.
Banking Advisor helping Windsor clients with banking, credit, and investment needs at RBC, Canada’s largest bank. Delivering personalized advice, digital education, financial transactions, and referrals through branch and community engagement.
Residential Field Claims Adjuster settling home insurance claims for TD Insurance in Ottawa. Inspecting property damage, determining coverage, estimating repairs, and negotiating contractor settlements.
Wealth management advisor helping Desjardins members and business owners achieve financial goals. Recommending tailored investments, loans, and insurance while managing trusted client relationships.
Commercial Banking Advisor supporting business clients at Canada’s largest bank. Advising on day - to - day banking, developing solutions, and partnering with Account Managers.