Adam Poirier
Fredericton,NB
Summary
Knowledgeable Advisor with robust background in financial planning and wealth management. Spearheaded comprehensive financial strategies that align with clients' long-term goals. Demonstrated expertise in investment planning and risk management, prioritizing client satisfaction and team collaboration.
Experienced with developing customized financial plans that address clients' unique needs and goals. Utilizes financial analysis and investment strategies to drive client success. Track record of maintaining strong client relationships and ensuring compliance with industry standards.
Overview
23
23
years of professional experience
Work History
Investment Funds Advisor
SISIP Financial
04.2022 - Current
- Conducted comprehensive evaluations of client portfolios to identify opportunities for enhanced performance and risk mitigation.
- Collaborated with clients to develop personalized investment strategies aligned with their financial objectives.
- Implemented process optimization initiatives that streamlined operational workflows and improved service delivery.
- Engaged stakeholders to gather feedback and improve client service offerings based on their insights.
Personal Banker
Bank of Montreal, BMO
01.2022 - 04.2022
- Facilitated account openings and closures, ensuring efficient processing and customer satisfaction.
- Assisted clients in understanding financial products, enhancing their knowledge and decision-making capabilities.
Small Business Advisor
Scotiabank
08.2021 - 11.2021
- Collaborated with local businesses to conduct market research, providing insights into customer preferences.
- Conducted comprehensive financial analyses to identify growth opportunities for small businesses.
Gunner Officer (Captain Retired)
Canadian Armed Forces
08.2009 - 08.2021
- Developed comprehensive training programs for junior officers, enhancing operational readiness and tactical proficiency.
- Led artillery operations, ensuring precision and effectiveness in high-pressure environments.
- Executed strategic planning for field operations, coordinating logistics and resources for optimal mission success.
Sales Associate
Telus Mobility
01.2003 - 02.2008
- Stayed current on industry trends and latest technologies to better serve customers'' evolving needs.
- Contributed to the overall success of the store by consistently meeting or exceeding assigned sales goals and performance metrics.
Education
CFP Professional Education
FP Canada
Toronto, ON02-2025
BBA - Finance
University of New Brunswick
Fredericton, NB04-2008
Skills
- $27M AUM, Mutual Fund Representative
- Comprehensive Securities Evaluation, Lean Product Shelf
- Financial Planning & Investment Management
- Public Speaking, Delivering Financial Education
- Webinar Panel Member SME
- Consummate Professional
Languages
English
Full Professional
Interests
I am an avid hunter of most game animals and I also enjoy fitness, weight lifting and martial arts training I am married to my spouse, Joselyn with two children (Caleb & Carly) and we enjoy spending time at our cottage on Maquapit Lake I am passionate about financial planning and I plan to elevate my career to the next level in portfolio management My long term careers goal is to obtain my CIM and become a portfolio manager
Awards
Canadian Decoration
General Campaign Star
Timeline
Investment Funds Advisor
SISIP Financial
04.2022 - Current
Personal Banker
Bank of Montreal, BMO
01.2022 - 04.2022
Small Business Advisor
Scotiabank
08.2021 - 11.2021
Gunner Officer (Captain Retired)
Canadian Armed Forces
08.2009 - 08.2021
Sales Associate
Telus Mobility
01.2003 - 02.2008
CFP Professional Education
FP Canada
BBA - Finance
University of New Brunswick