L

Leila's email & phone

Position:Financial Advisor II at Servus Credit Union
Experience:15 years
Location:Calgary, Alberta, Canada

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Work Experience

Financial Advisor II at Servus Credit Union

Jun 2024 - Current

Bilingual Senior Officer, Operations at Canada Housing and Mortgage Corporation

Jan 2023 - Jun 2024

Senior Financial Advisor at Scotiabank

Nov 2021 - Jan 2023

Retail Account Manager at Canadian Western Bank

Sep 2020 - Nov 2021

Financial Advisor at Toronto Dominion Bank

Jan 2014 - Sep 2020

Manager, Mobile Mortgage Specialist at Toronto Dominion Bank

Jan 2015 - Jan 2016

Financial Service Representative & Investment Consultant at Toronto Dominion Bank

Jan 2012 - Jan 2014

Customer Service Representative at Toronto Dominion Bank

Jan 2011 - Jan 2012

Leila started working in 2011, then the employee has changed 4 companies and 7 jobs. On average, Leila works for one company for 2 years.

Education

IFIC Certification and PFSA at Canadian Securities Institute

Business Administration Diploma at John Abbott College

Skills

Debt Restructuring, Business Development Support, Investments, Identifying New Opportunities, Financial Analysis, Credit Analysis, Financial Goals, Customer Service Training, Revenue Generation, Mentoring, Investment Banking, Sales Target Management, Interest Rates, Financial Transaction Processing, Regulatory Compliance, Financial Planning, Cost-effective Solutions, Secured Financing, Mobile Device Management, System Monitoring, Member Retention, Cross-functional Team Leadership, Building Long-term Relationships, Financial Regulations, Regulatory Guidelines, Feasibility Studies, High Level Of Accuracy, Long/Short Equity, Commercial Lending, Small Business Banking, Financial Instruments, Retirement Planning, Accounting, Sales Management, BFSI, Helping Clients Succeed, Teamwork, Planning Budgeting & Forecasting, Regulatory Standards, Loan Default Management, Relating to Clients, Efficiency Management, Nonprofit Organizations, Retirement, Holistic Financial Planning, Management, Client Presentation, Cost Minimization, Market Updates, Cross-Selling, Claims Handling, Mortgage Underwriting, Small Business Lending, Resolving Issues, Investment Products, Financial Risk Management, Multithreaded Development, Advising Clients, Product Offerings, Credit Card Transaction Processing, French, Bank Account Maintenance, Approval Process, Financial Services, Staff Mentoring, Credit Reporting, Exceed Sales Goals, Underwriting, Financial Regulation, Client Relationship Strengthening, Wealth Management Services, Strategic Planning, Federal & State Regulatory Compliance, Cross-functional Collaborations, Brand Awareness, Mutual Funds, Finance, Microsoft Office, Build Strong Relationships, Helping Clients, Retail Banking, Strategic Business Development, Exceeding Targets, Leadership, Financial Coaching, Risk Assessment, Secured lending , Financial Management Experience, Customer Satisfaction, Customer Service, Team Coordination, Bilangual , Mortgage Servicing, Office Operations, Customer Relationship Management (CRM), Financial Consulting, Mortgage Lending, Development & implementation of marketing plans

Frequently Asked Questions

What is Leila's minimum period of employment in the companies?

Leila's minimum period of employment in various companies is 1 year.

What is Leila's average duration of employment for different companies?

On average, Leila works for one company for 2 years 1 month

What industries has Leila worked in?

Leila works in the Financial Services. Previously, Leila worked in the Banking.

What positions has Leila held before?

Previously, Leila worked as a Bilingual Senior Officer, Operations, and Senior Financial Advisor, and Retail Account Manager, and Financial Advisor, and Manager, Mobile Mortgage Specialist.

How do I contact Leila?

Leila's email address is -****a@servus.ca, phone number is +1-***-***-2333. Sign up to get contact details.

Who is the President & CEO of the Servus Credit Union?

The President & CEO of the Servus Credit Union is Ian Burns

Who are Leila's peers at other companies?

Leila's peers at other companies are Artur Franco

Leila Namesakes

Name
Company
Position
L
Human Resources Assistant

Similar profiles

Name
Company
Position
A
Financial Advisor II

Other employees at Servus Credit Union

Name
Company
Position
D
Small Business Program Lead
D
Financial Advisor Associate

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