Yolan Williams
Bradford,Ontario
Summary
Over 25 years experience in the financial industry Facilitated various leadership conferences Extensive knowledge in Sales and Financial Services Excellent coordination, organization skills, interpersonal and communication skills Quick learner; highly adaptable and flexible Proven ability to work under pressure and independently and as a member of an effective team Proficient in Microsoft Office tools; typing skills of 65+ wpm Ability to work in diverse environments; lived and worked in 5 countries
Overview
12
12
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
03.2019 - Current
- Take a proactive approach to discover customer needs by listening keenly to understand their needs
- Educating customers, providing relevant insights and expert advice
- Building customer's comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
- This has resulted in 150% of Total Sales in Q1, Top Advisor in Branch Renewals and Top Advisor in Mutual Fund Sales for Ontario Region
Financial Advisor
Canadian Imperial Bank of Commerce
07.2017 - 03.2019
- Company Overview: Imperial Service
- Build and grow a client portfolio through dedicated relationship management, financial services support, and exceptional client service
- Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for high value clients and helping them plan for today’s needs and tomorrow’s goals
- Make lasting connections and provide the right financial advice, enabling clients to secure their future, own their homes, and build their businesses
- Focus on each client experience and connect on a personal level to make every interaction meaningful
- Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships
- Cultivate a network to establish new client relationships
- Imperial Service
Senior Financial Services Representative
Canadian Imperial Bank of Commerce
11.2012 - 06.2017
- Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan
- Using my knowledge of cash management, credit, investment and wealth protection to help clients meet their goals
- Engage in marketing and outreach activities to show clients they are valued
- Grow my client network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities
Education
Certificate - Executive Leadership
Leader Labs Inc. & Core Leadership Services
Toronto, CA11.2021
Masters - Theology
Tyndale University
Toronto, CA12.2021
Certificate - Registered Retirement & Financial Advisor Course
Canadian Institute of Financial Planning
Toronto, CA11.2021
Certificate - Canadian Investment Funds Course
Investment Funds Institute of Canada
Toronto, CA06.2012
Bachelor of Arts - Public Policy & Management
York University
Toronto, CA04.2010
Associate Degree - Accounting
University College of the Cayman Islands
06.2006
Skills
- Developing financial plans
- Sales and marketing
- Financial planning
- Client service and support
Other Related Experience
- Marshview Public School, School Council Chair, 2024, Present
- Emerging Global Leaders Jamaica, Program Chair, 2024, Present
- West Toronto Church of God, Church & Pastors Council Member, 2024, Present
- West Toronto Church of God, Online Campus Coordinator, 2021, Present
Highlights Of Profile
- Over 25yrs experience in the financial industry
- Facilitated various leadership conferences
- Extensive knowledge in Sales and Financial Services
- Excellent coordination, organization skills, interpersonal and communication skills
- Quick learner; highly adaptable and flexible
- Proven ability to work under pressure and independently and as a member of an effective team
- Proficient in Microsoft Office tools; typing skills of 65+ wpm
- Ability to work in diverse environments; lived and worked in 5 countries
Affiliations
- Marshview Public School School Council Chair 2024-Present Emerging Global Leaders Jamaica Program Chair 2024-Present West Toronto Church of God Church & Pastors Council Member 2024-Present West Toronto Church of God Online Campus Coordinator 2021-Present
Timeline
Senior Financial Advisor
Scotiabank
03.2019 - Current
Financial Advisor
Canadian Imperial Bank of Commerce
07.2017 - 03.2019
Senior Financial Services Representative
Canadian Imperial Bank of Commerce
11.2012 - 06.2017
Masters - Theology
Tyndale University
Certificate - Registered Retirement & Financial Advisor Course
Canadian Institute of Financial Planning
Certificate - Canadian Investment Funds Course
Investment Funds Institute of Canada
Bachelor of Arts - Public Policy & Management
York University
Associate Degree - Accounting
University College of the Cayman Islands
Certificate - Executive Leadership
Leader Labs Inc. & Core Leadership Services
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