Adedayo Adefila
Toronto,ON
Summary
Driven by results, leveraged financial modeling and effective communication to enhance sales procedures, achieving significant portfolio growth. Expertise in competitive analysis and a track record of tailoring investment solutions underscore ability to exceed in dynamic financial environments, successfully managing up 600 client portfolios.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Small Business Advisor
Scotiabank
2023.11 - Current
- Working knowledge of small business revenue determination
- Working knowledge of small business valution EBIT/sales volume determination.
- Working knowledge of small business franchise model
- Conducted professional medical student lending program for maximum line of credit.
- Working knowledge of small business lending and procedure.
Mutual Fund Representative
Scotiabank
2023.08 - Current
- Showcase differences in adjusted cost base of each unit of investment and selling price, illustrated advantage of dollar cost averaging to maximize portfolio returns.
- Conducted investment advice for opportunities and product suitability.
- Consulted with potential investors to assess risks, time horizon, define objectives and discuss optimal strategies.
- Tailored investment portfolio solution for up to 600 clients book of business.
- Conducted mutual fund purchase, redemption and portfolio maintenance.
- Detailed advice on strategic and tactical investment allocation with illustrations using historical rates of return and inflation chart.
- Conducted investment transfers in kind and in cash from other financial institution to Scotia Security inc.
- Investigated market changes and simulated potential investments to take advantage of emerging opportunities.
Financial Advisor
Scotiabank
2022.06 - Current
- Exercise discretional lending plus conducted credit risk assessment using five Cs of credit.
- Conducted transactions of all registered and unregistered accounts.
- Conducted equity plan restructure for maximum per policy and set up for new and existing mortgage clients.
- Conducted fixed income investments such as GICs and high interest savings accounts.
- D2D sales of all chequing, savings and credit (credit cards, lines of credits & mortgage) accounts.
- Conducted mortgage pre approvals for new clients illustrating with home ownership big picture.
Associate
Scotiabank
2021.12 - 2022.06
- Completed and solved client account cases for better banking experience.
- Managed clients complaints and launched investigations into specific areas of business.
- Managed clients concerns to understand needs, offered appropriate solutions and referrals when needed.
- Conducted sales engagements via relationship building.
- Assisted clients with internet banking applications and and pre approved credit referrals.
Sales Consultant
MDS Logistics
2021.01 - 2021.12
- Conducted qualitative solutions with the company distributors.
- Conducted and led B2B strategy approach to reduce overhead cost.
- Conducted enhanced presence plus route to market approach for sales efficiency.
- Conducted sales promotional plans within designated channels with key distributors.
- Conducted consultative sales approach towards the needs of clients with relevant product and service offering.
Business Analyst
PlanetProject
2019.04 - 2020.12
- Led timed process re-engineering projects with prescribed objectives.
- Managed portfolio of new retail construction businesses with third party credit financing.
- Monitored lead time with current and past baseline comparison tool to identify bottlenecks.
- Conducted lean sigma strategy for optimum stocking projects and marketing channel performance.
Associate Supervisor
Central Bank Of Nigeria
2016.04 - 2017.07
- Conducted risk evaluation using specific service factors on pensioners scheme.
- Conducted departmental pension validation and valuations with necessary reconciliation statement.
- Conducted service center enterprise resource planning ERP integrated system to complete more than 40% routine tasks.
Education
MBA - Accounting And Finance
Vancouver Island University
Nanaimo, BC06.2024
Master of Science - Business Economics
University of Sussex
Brighton, UK01.2019
Bachelor of Science - Business Administration (Finance)
Ahmadu Bello University
Zaria, Nigeria12.2015
Skills
- Competitive Analysis
- Analytical Analysis
- Budget Planning
- Salesforce
- Microsoft office Proficiency
- Financial Accounting
- Financial Analysis
- Financial Modelling
- Written and Oran Communication
Languages
English
Native or Bilingual
Certification
- Canadian Investment Funds Course CIFC
- Institute of Management - Project Management Professional
Timeline
Small Business Advisor
Scotiabank
2023.11 - Current
Mutual Fund Representative
Scotiabank
2023.08 - Current
Financial Advisor
Scotiabank
2022.06 - Current
Associate
Scotiabank
2021.12 - 2022.06
Sales Consultant
MDS Logistics
2021.01 - 2021.12
Business Analyst
PlanetProject
2019.04 - 2020.12
Associate Supervisor
Central Bank Of Nigeria
2016.04 - 2017.07
MBA - Accounting And Finance
Vancouver Island University
Master of Science - Business Economics
University of Sussex
Bachelor of Science - Business Administration (Finance)
Ahmadu Bello University
- Canadian Investment Funds Course CIFC
- Institute of Management - Project Management Professional
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