Savannah Thompson

Passionate and detail-oriented Financial Analyst with a proven track record in delivering high-touch client service, leveraging strong communication and leadership skills. Experienced in conducting daily analysis to ensure balanced firm positions and trading efficiency. Thrives in fast-paced environments while effectively managing multiple priorities.

Previously, I served as a Financial Advisor at Conexus Credit Union, where I gained experience in uncovering client needs, Mastercard applications, term loans, and proactive client outreach calls. 

I have completed the Canadian Investment Funds Course (CIFC), the Canadian Securities Course (CSC), and Investment Management Techniques (IMT).

I have experience as an Analyst for Gold Investment Management Ltd. and as a Financial Advisor at Conexus Credit Union. I have experience conducting daily analysis to ensure seamless balancing of the firm's positions and facilitated trading operations, spearheading tax-efficient funding requests and executing deployment and re-balancing tasks with precision. I have cultivated and sustained meaningful relationships, demonstrating adeptness in administrative duties and a comprehensive understanding of all investment vehicles. I am proficient in Excel, Adobe, and Microsoft Office suites. I efficiently managed account opening documentation, coordinated appointments, and authored operational templates for the firm. Additionally, I facilitated Power of Attorney setups, administered Credit Union MasterCard applications and term loans, and adeptly discussed mutual fund options while promoting tailored products and services. I contributed insights and strategies on the Marketing Team, supported new staff onboarding, and assumed leadership duties as required, showcasing strong managerial capabilities.

I have successfully completed my Canadian Investments Funds Course (CIFC), Canadian Securities Course (CSC) and Investment Management Techniques course (IMT).