Melissa Ferguson
Pension Education Specialist at Caat Pension Plan
Based in Toronto, Canada
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Seniority
Staff
Department
Other
Location
Toronto
Industry
Financial Services
Company size
598
Contact information
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m•••••••@caatpension.ca
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Background
About Melissa Ferguson
With over eight years of experience in the financial services industry, I am passionate about helping students achieve their education goals as an Education Savings Specialist at Embark Student Corp. I have a certification from the Canadian Securities Institute and a strong background in customer relationship management and customer service management. At Embark Student Corp, I work with a diverse team of advisors and educators to provide personalized and tailored solutions for students and their families, using data-driven insights and innovative tools. Previously, I was a Senior Financial Advisor at Scotiabank and a Senior Financial Service Representative at CIBC, where I developed and maintained long-term relationships with clients, offering them financial advice and guidance, and managing their portfolios and investments. I have excellent analytical skills and a keen eye for identifying opportunities and risks. I am motivated by the mission of Embark Student Corp. to empower students to pursue their dreams and aspirations, and I am committed to delivering exceptional service and value to our clients and partners.
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