
Associate Investment Representative at BMO Nesbitt Burns
Toronto, Canada Area

Associate Investment Representative at BMO Nesbitt Burns
Toronto, Canada Area
A Queen's Commerce student with work experience from BMO Nesbitt Burns as an Advisor Associate working directly with Investment Advisors and clients. Before coming to Queen's, I attended private school at Trinity College School. Volunteered in the past as a coach of a Timbits hockey team, as well as a leader in many high-school organizations. Currently, I am part of the High School Liason Committee as well as the Web/IT Marketing Coordinator for Queen's Business Forum on the Fashion Industry. Upon graduation, my degree will have prepared me for a focus in Marketing/Finance and will allow me to apply these skills in my future endeavours with reputable firms.
(Public Company; 10,001 or more employees; BMO; Financial Services industry)
June 2005 — Present (4 years 7 months)
Responsible for spearheading a branch initiative to calculate and decrease the number of inactive/empty client files. Successfully completed the assigned task of increasing use of the company provided service (known as Gateway) by clients in the branch by 15%. Worked as a team player with the branch to exceed goals and provide outstanding service and help, resulting in personal recognition from managers and IAs. Required to delegate tasks to newer summer students and complete projects with regard to due dates and level of difficulty.
(Public Company; BMO; Financial Services industry)
May 2009 — August 2009 (4 months)
Strategic projects assigned at beginning of work term to be completed at various stages throughout the summer
Organized and successfully ran a research forum for summer students to help determine BMO's future Web 2.0 strategy
BCOMM , Commerce , 2007 — 2011 (expected)
Golf, Music, Reading, Hockey, Computers, Great Friends
High School Liason, Q'BFFI (www.qbffi.ca) - Queen's Business Forum on the Fashion Industry