Hi, I’m
ANTHONY FALLONE
Nobleton,Ontario
Summary
Extremely motivated individual with over 10 years of experience in the financial services industry. An analytical thinker who thrives in high pressure environments. Possess a B.Com degree from Ryerson University as a Finance major. Excellent communication skills with a profound understanding of capital markets. A top performer at every level.
Overview
14
years of professional experience
2
Certification
5
years of post-secondary education
Work History
RBC Royal BankNorth York, ON
Financial Planner, Investment and Retirement Planner
12.2020 - 12.2023
Job overview
- Acquire clients via RBC generated leads and branch referrals
- Build financial plans to help clients achieve short term and long term goals
- Use Morningstar tool to research, analyze, compare, and present mutual fund data to customers
- Specialize in investment planning and retirement planning
- Build custom portfolios to help clients achieve financial objectives
CIBCWoodbridge, ON
Mobile Investment Consultant
11.2018 - 01.2020
Job overview
- Acquire business by means of calling branch-generated leads
- Provide investment advice—including mutual fund sales—for customers while adjusting to diverse needs
- Use Morningstar tool to research, analyze, compare, and present mutual fund data to customers
- Continuously exceeding sales targets
TD Investment Services IncMarkham, ON
Mutual Fund Representative
08.2016 - 01.2018
Job overview
- Specialize in mutual fund advice to broad customer base
- Analyze historical fund performance, compare funds, recommend funds based on suitability
- Focus on providing exceptional customer service
- Contribute to the profitable portfolio, income growth and increased product penetration through service quality, customer retention and new business development strategies
- Recognized as a "Top Advisor" for both Q1 and Q2 for fiscal 2017 as well as Q2 for 2018
TD Investment Services IncWoodbridge, ON
Financial Services Representative
09.2014 - 01.2016
Job overview
- Day to day banking needs including opening accounts and advising customers on the various products
- Provide investment advice—including mutual fund sales—for customers while adjusting to diverse needs
- Negotiate mortgage rates with customers
- Establishing a client base and providing the appropriate advice for each customer
- Continuously meeting and surpassing sales goals
TD Canada TrustWoodbridge, ON
Customer Service Representative
10.2012 - 01.2014
Job overview
- Administrative duties, including the processing of cash-related transactions
- Finished the month of February of 2014 first in the region in sales and referrals for all CSRs
- Received recognition for finishing as one of the top CSRs (8th) in the region for the year with a complimentary trip to San Antonio
- Anthony Fallone, page 2 afallone88@gmail.com
Fallone LandscapingWoodbridge, ON
Owner
05.2010 - 01.2014
Job overview
- Creation of a business model
- Promote business through advertisement, door-to-door sales and networking
- Identify reliable sources of capital and obtain loans on favourable terms
- Negotiate contract terms with customers
- Hire staff, bookkeeping duties, collection of payments
Certification
2024 CFA Level 3 Candidate
2021 QAFP professional
2016 The Canadian Securities Course
2015 Investment Funds in Canada course
2014 Graduate of Ryerson University
2008 Ryerson Business Management Scholarship
Education
Ryerson UniversityToronto
BBA from Finance
09.2008 - 06.2013
Skills
- Investment Allocations
- Retirement Planning
- Financial and Estate Planning
- Financial Strategy Management
- Investment Analysis
- Market Research
- Client Needs Assessment
- Financial Plan Preparation
- Client Relationship Development
- Customer Experience
- Quantitative Analysis
- Capital Markets Management
- Capital Market Trends
- Mutual Funds and Liabilities
- Prepare Performance Reports
- Presentations
- Professional Industry Communication
Timeline
Financial Planner, Investment and Retirement Planner
RBC Royal Bank
12.2020 - 12.2023
Mobile Investment Consultant
CIBC
11.2018 - 01.2020
Mutual Fund Representative
TD Investment Services Inc
08.2016 - 01.2018
Financial Services Representative
TD Investment Services Inc
09.2014 - 01.2016
Customer Service Representative
TD Canada Trust
10.2012 - 01.2014
Owner
Fallone Landscaping
05.2010 - 01.2014
Ryerson University
BBA from Finance
09.2008 - 06.2013
Similar Profiles
Pierre ChristianPierre Christian
Customer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial BankCustomer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial Bank
SONA JOYSONSONA JOYSON
Fraud Prevention Analyst at RBC Royal BankFraud Prevention Analyst at RBC Royal Bank
Nathalie Eligon-BeharryNathalie Eligon-Beharry
Early Stage Agent (CMRU) at RBC Royal BankEarly Stage Agent (CMRU) at RBC Royal Bank
Jeneique GomesJeneique Gomes
Commercial Banking Advisor at RBC Royal BankCommercial Banking Advisor at RBC Royal Bank
Harry JosephHarry Joseph
Senior Application Support Analyst at BMOSenior Application Support Analyst at BMO