Kischmann Josil

I leaded sales growth and customer engagement by creating social media content, managing client concerns, and mentoring my assistant to ensure top performance. • Sales Support and Social Media Content Creation: Develop and share engaging content on social media platforms (WhatsApp, Facebook, Instagram) to attract and capture new clients, supporting a consistent monthly sales average of $72,000 CAD. • Client Complaint Management: Manage a wide range of client complaints, analyze their concerns, and provide accurate solutions with the support of the Managing Director and your Assistant. • Team Support and Training: Train and mentor my Assistant, fostering their growth in sales support, customer service, and social media management.

As Business Development Officer, I expanded partnerships, represented Tool-Go at major events, and drove strategic growth. • Grew partnerships by 150% (from 2 to 7) in three months. • Connected Tool-Go with partners like Morlan’s Technology Services and Sonic Image. • Elevated visibility by attending top industry events. • Expanded market presence and opened new business opportunities. • I represented the company at the Career Expo and the City Institute of Higher Learning (C-IHL) Second Conference on Economic Growth in Atlantic Canada, as well as Venn Innovation SparkChange 2026. Through these events, I helped drive business expansion, strengthen our competitive edge, and open new markets.

As Consultant Assistant at IG Wealth Management, I provided comprehensive administrative support, managed client account processes, and ensured smooth operations—empowering the Financial Advisor to focus on strategy and client acquisition while maintaining confidentiality and high service standards. • Streamlined license migration for 150+ clients, handling sensitive information with accuracy and efficiency. • Coordinated the opening of registered and non-registered accounts (RRSP, LIRA, RRIF, TFSA, RESP, Joint RESP), supporting diverse client needs such as addressing delayed pension payments and facilitating requests for children’s school fees payments from client accounts. • Contributed to securing a new client couple with $13 million CAD in combined investments, by delivering seamless administrative support and freeing up the Advisor’s time.

Managing the client portfolio in the field, attracting new clients, closing new deals online, in person, and over the phone, receiving client orders, handling credit notes, returns and product replacements, creating electronic sales notes, sending client orders to the Logistics Department, conducting fund collections and bank deposits. Preparing and delivering reports upon request to my superiors, conducting market studies before launching new products, advising senior management on the purchase of new products, ensuring customer satisfaction through after-sales service