Jordan Scolnik, BBA
Associate - Workforce Engagement and Development @ Questrade Financial Group
About
A University of Guelph-Humber graduate with an area of emphasis in International Business. I have taken courses in logistics, international law, international trade, and regional-specific courses (Asia/Pacific, Latin America, Europe). Since graduating in 2017, the majority of my post-university work experience has been in positions within the Finance, Insurance, and Fintech spaces. Positions I've held at TD, BMO and Questrade have given me an understanding of the vast nuances and functions existing under the Operations umbrella of a medium to large size corporation. My most recent endeavor has been within the incredibly dynamic Canadian Fintech sphere. Since 2020 - all the way through the COVID 19 Pandemic - I have held multiple roles within the Brokerage Operations department at Canada's largest discount brokerage, Questrade. This has greatly deepened my understanding of financial instruments and securities (both physical and digital), and the operational flow of how they travel into and out of an investment brokerage. These roles have allowed me to further develop my administration skills, computer literacy, attention to detail, problem solving, critical thinking, resiliency, and sensitivity to strict deadlines and SLAs. History is one of my greatest passions and have dabled in post-secondary courses pertaining to Classical History, 20th Century World History, European History (Renaissance to Present), and the History of Business. These courses have allowed me to hone my skills in research, as well as historical interpretation and analysis. In addition, the examination of primary documents.
Canada
Markham
Financial Services
NotebookLM, Slack, Rise360, Google Gemini, Team Management, Organization Skills, Data Entry, Information Processing, Customer Service, International Trade, Microsoft Office, Strategy Formulation, Conversational Japanese, Japanese Culture, Japanese Business Culture, Conversational Spanish, Historical Research, Group Leadership, Training, Document Management
Experience

Certified Coffee Master
Richmond Hill, Ontario, Canada
Successfully completed the Starbucks Coffee Master Course. Able to distinguish between different roast profiles of both the core and reserve lineup of Starbucks coffee. Upsell coffee to customers on a daily basis based on their variety of preferences. Engaging in coffee tastings with colleagues and upper management. Grasps the four tasting profiles of Starbucks coffee. Knowledge of the intricacies of the growing, blending, roasting, and purchasing of Starbucks coffee.

Barista and Barista Trainer
Richmond Hill, Ontario
• cultivated unmatched customer-service and interpersonal skills • learned numerous drink recipes to Starbucks’ standards allowing me to craft beverages to customer-specified requirements • excelled in the prestigious Starbucks Coffee Master program • responsible for training and holding others accountable to company policies and procedures • ensured quality customer experience through continuous training and development of peers • efficiently and professionally fielded customer complaints • facilitated execution of company plans and promotions which led to increased sales and controlled costs • diligently and accurately handled cash operations and customer payments

PCD Operations Administrator
• facilitated the signing and processing of numerous account documents from various branches in a timely and efficient manner. • distributed time-sensitive reports daily to advisors across the GTA, allowing them to begin their trading with informed decisions. • regularly utilized RIS system for account maintenance tasks, allowing for client information to be up-to-date. • opened complex accounts on behalf of advisors such as RESPs, corporate accounts, trust accounts, and joint accounts. • established fee programs for clients accurately based on specifications from the advisors. • set up logins to BMO Nesbitt Burns’ Gateway system, allowing clients to have online access to their account information. • utilized ADP Broadridge for the approval of cheques and EFTs, entering client deposits and stock certificates, and allocating new issues of stock on behalf of advisors. • ensured department compliance was adhered to by providing required back-up for all deposits, cheque/EFT approvals, and general account maintenance. • responsible for general office maintenance tasks, contributing to the cleanliness and efficiency of the office. • greeted clients in a courteous and professional manner. • recognized by superiors and other colleagues for hard work and perseverance on BMO Beam.

Business Development Manager
Toronto, Ontario, Canada
• worked collaboratively to develop cohesive direction for organization • formulated managerial strategy for innovative marketing event • liaised with clients in a professional manner to strengthen business relationships • created GTA-wide database of skilled trades jobs for marketing campaign, successfully resulting in increased foot-traffic to the company website
Jordan Scolnik, BBA's Contact Information
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