Adrian Duncan
Montreal,QC
Summary
Proven Financial Associate at Experior Financial Group inc., adept in relationship management and financial advising. Excelled in creating client presentations and developing investment strategies, leading to significant cost savings. Skilled in forecasting, I enhanced sales support and personalized financial solutions, driving customer satisfaction and operational efficiency.
Overview
3
3
years of professional experience
Work History
Financial Associate
Experior Financial Group inc.
Montreal, Quebec
01.2022 - Current
- Created presentations for prospective clients outlining services offered by the firm.
- Developed strategies for managing investments and minimizing risk exposure.
- Identified opportunities for cost savings through innovative solutions such as automated processes or outsourcing activities.
- Participated in industry conferences and events in order to stay abreast of latest developments in the field.
- Enabled sales team by handling supporting paperwork and payment processing.
- Reviewed financial information to identify areas of improvement for different types of expenses.
- Put together personalized financial packages to meet consumer needs.
- Helped customers with concerns about financial products or services.
Education
Insurance And Investments
I.F.S.E. Institute
90 Burnhamthorpe Rd W Suite 1506 Mississagua, ON 01-2022
Skills
- Relationship management
- Financial advising
- Financial services
- Forecasting
- Microsoft Excel proficiency
Timeline
Financial Associate
Experior Financial Group inc.
01.2022 - Current
Insurance And Investments
I.F.S.E. Institute
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