Adrialyn E.

Pic Portfolio Administrator @Scotia Wealth Management

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2024 — Present

Pic Portfolio Administrator @Scotia Wealth Management

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Calgary, AB, CA

EDUCATION

2024 — 2024

Mount Royal University

Certificate

2018 — 2021

Bow Valley College

Business Administration Diploma

ABOUT ADRIALYN E.

I have a Business Administration Diploma from Bow Valley College, focusing on Finance and Financial Management Services, and a Canadian Investment Funds Course certification from IFSE Institute. I have developed strong skills in attention to detail, active listening, and communication, which enable me to provide exceptional customer service and tailored financial advice to my clients and stakeholders. My core competencies include administrative tasks, budget planning, portfolio management, risk analysis, and relationship building. I am committed to helping my clients achieve their financial goals and dreams, while adhering to the highest standards of ethics and professionalism. I am always eager to expand my knowledge and skills in the field of finance and to explore new opportunities and challenges that will enhance my career and personal development.

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Adrialyn E. — Pic Portfolio Administrator at Scotia Wealth Management in Calgary, AB, CA | Unifers