Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Andrew Collison

Toronto,Canada

Summary

A sales-orientated financial professional dedicated to building relationships and driving business growth through daily prospecting. Excellent communicator with in-depth understanding of financial markets, investment opportunities and constraints and personal financial planning. Self-motivated to improve professionally through ongoing learning and dedication to my craft.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Planner

Bank of Montreal
04.2025 - Current
  • Interview clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Draft comprehensive financial plans to offer recommendations and supporting data.
  • Navigated complex regulatory requirements, ensuring full compliance throughout all aspects of the financial planning process.
  • Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.

Investment Specialist

Bank of Montreal
01.2024 - 04.2025
  • Provided holistic financial planning and Investment advice to a diverse group of clients, catering to individual client needs.
  • Managed a book of business consisting of over 180 individual clients and 60 million dollars assets under management.
  • Contributed towards business development efforts by identifying prospective clients through networking events and referrals from existing customers.
  • Streamlined processes for more efficient client management, reducing response times and improving overall service quality.
  • Recommended appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.
  • $8,049,305.00 net asset growth and 21 new clients
  • $6,559,230.00 in assets referred to BMO Private wealth
  • Awarded BMO Best of the Best award as number 1 ranked Investment Specialist nationally.

Personal Banker

Bank of Montreal
05.2021 - 01.2024
  • Provided holistic financial advice including Investment management, home financing, estate management, cashflow management and banking solutions for individual and businesses
  • Trained and mentored new Bankers to provide exceptional solutions for clients and surpass professional sales target
  • Grew clientele and assets under management through needs based goal setting and strategic implementation based on clients unique financial situation
  • Referred business to business partners including Financial Planner, Private Bankers and Commercial Relationship Managers
  • Quarterly Spotlight Award Winner 2022 & 2023 (Toronto Midtown)
  • #3 in Mutual Fund sales for Personal Bankers 2022 (Toronto Midtown)
  • #1 in Mutual Fund sales for Personal Bankers 2023 (Toronto Midtown)
  • Over 8 Million dollars in closed referrals to Financial Planner 2023

Education

Graduate Certificate - Emergency Management

Algonquin College
01.2020

Bachelors Degree - Criminology

Carleton University
01.2019

Skills

  • Leadership qualities
  • Client relationship development
  • Referral management
  • Investment planning
  • Problem-solving

Certification

  • Personal Financial Planner (PFP) (2025)
  • Certificate in Advanced Investment Advice (2025)
  • Certificate in Advanced Financial Advice (2025)
  • Chartered Investment Manager (CIM) (2024)
  • Wealth Management Essentials Course (2024)
  • Canadian Securities Course (2022)


Timeline

Financial Planner

Bank of Montreal
04.2025 - Current

Investment Specialist

Bank of Montreal
01.2024 - 04.2025

Personal Banker

Bank of Montreal
05.2021 - 01.2024

Bachelors Degree - Criminology

Carleton University

Graduate Certificate - Emergency Management

Algonquin College

Similar Profiles

CREATE PROFILE
Andrew Collison