Stéphanie B.

Partnerships Associate Western & Ontario Region @Scotia Wealth Management

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

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WORK HISTORY

Nov 2024 — Present

Partnerships Associate Western & Ontario Region @Scotia Wealth Management

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Calgary, AB, CA

EDUCATION

2016

Shaw Academy

Accredited Personal Nutrition

2016 — 2017

The Interior Design Institute

Certificate of AutoCAD for Interior Designer, Interior Design

2016

Shaw Acedemy

Sports-Nutrition and Health and Fitness Certification courses with Diploma, Foods, Nutrition, and Wellness Studies, General

N/A

Great Courses

Sustainable Home and Sustainable Living

2012 — 2013

CSI

Financial Planning # 2 - completed March 2013, Financial Planning and Services

2011 — 2011

CSI

Financial Planning (PFSA), Financial Planning and Services

2014 — 2015

The Interior Design Institute

Diploma of Interior Design, Interior Design

2016

Southern Alberta Institute of Technology (SAIT)

AutoCAD

2004 — 2005

Quebec

Hair Stylist Diploma, Hair Styling/Stylist and Hair Design

2012 — 2012

CSI

Financial Planning # 1, Financial Planning and Services

2016

Shaw Academy

Accredited Diet and Weight Loss Management Program

2014 — 2015

The Interior Design Institute

Certificate of Home Staging & Property Styling, Interior Design

SKILLS

People ManagementProblem SolvingPhotographersEmployee EngagementCommercial BankingCoachingPrivate BankingMicrosoft WordTeam LeadershipEmployee RelationsStrategic PlanningFinancial AnalysisSecuritiesTeamworkBankingMutual FundsCustomer Relationship Management (Crm)Risk ManagementTeam ManagementRelationship ManagementManagementTeam BuildingMicrosoft ExcelMicrosoft OfficeSalesStrategic Financial PlanningTeam MotivationEquitiesFinancial ServicesCrmLeadershipRetail BankingCreditFinancial ModelingPortfolio ManagementCustomer ExperienceLoansCredit CardsFinancial RiskCredit Analysis

ABOUT STÉPHANIE B.

I’m a dedicated and curious professional with a passion for learning, creativity, and innovation. I thrive on designing and improving operating models, streamlining processes, and finding smarter and more efficient way to work. My approach combines strategic thinking with a genuine commitment to empowering others. Helping individuals grow in confidence and capability.Beyond my professional role, I am an outdoor enthusiastic with a strong passion in personal development, exploring the power of our mindset and how our thoughts shape our experiences. I bring a holistic perspective into my work, fostering environments where both people and processes can excel.

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