Rachel Porter in

Rachel Porter

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Marketing and Account Coordinator at Custom Group Services Inc
📍 Brights Grove, Ontario, Canada

Rachel is a Marketing and Account Coordinator at Custom Group Services Inc. , where she manages digital marketing, client accounts, and benefits administration. A graduate of Fanshawe College, she is IFC certified and is currently pursuing her LLQP certification, blending business management skills with a growing expertise in financial services.

Outside of her direct professional duties, Rachel has shown an interest in community involvement, previously participating in a high school career fair to help guide students on their career paths. She aims to foster teamwork and bring a collaborative approach to her work, aligning with broader organizational goals.

She successfully achieved her Investment Funds in Canada (IFC) certification on her first attempt.

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Experience
1 Years
Current Role
Marketing and Account Coordinator
Job Level
Junior
Location
Brights Grove, Ontario, Canada
Personality Overview

How Rachel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rachel cares about

Small Business Benefits
Actively promotes benefit options like Health Spending Accounts (HSAs) as a valuable tool for small businesses to attract and retain employees.
Financial Certifications
Demonstrates a commitment to professional development by recently earning her IFC certification on the first try and actively pursuing the LLQP certification.
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Career

Work history

5-2025
Marketing and Account Coordinator
Custom Group Services Inc
9-2024 - 5-2025
Client Advisor
RBC
5-2024 - 9-2024
Client Advisor
RBC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2023 - 2025
Diploma
Fanshawe College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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