Jeff Dauphinee

Senior Financial Advisor @Scotiabank

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2024 — Present

Senior Financial Advisor @Scotiabank

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Halifax, NS, CA

EDUCATION

2014 — 2017

Mount Saint Vincent University

Bachelor's Degree, Accounting

2011 — 2013

Nova Scotia Community College - NSCC

Diploma in Business Administration, Accounting

SKILLS

Financial ReportingAccounts PayableTeamworkTeam LeadershipLeadershipInternal ControlsBudgetsMicrosoft ExcelFinanceAccountingSapTime ManagementGeneral LedgerAccount ReconciliationManagementAccounts ReceivableMicrosoft OfficeFinancial AnalysisCustomer ServiceMicrosoft WordFinancial Accounting

ABOUT JEFF DAUPHINEE

Its my passion to serve clients with \"small beginnings\" and help them make long term smart decisions with their finances. I\'ve created a reputation as a committed, visionary financial strategist in my 10+ years in finance, financial planning and risk analysis, with client service excellence as my driving force.I collaborate with clients to build prudent strategies, based on their needs, goals and situations. I anticipate what the client might need and ensure that they gather multiple perspectives in their choices.I ask a lot of meaningful questions to develop a deeper understanding around the why. I generate customized, innovative ideas to client problems, always serving the best interest of my clients, because integrity is everything in this business.

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Jeff Dauphinee — Senior Financial Advisor at Scotiabank in Halifax, NS, CA | Unifers