Overview
Work History
Education
Skills
Languages
Volunteer Experience
Timeline
Generic

Arber Jakupi

London,ON

Overview

14
14
years of professional experience

Work History

Managing Partner, Financial Advisor

London Wealth Advisors
01.2019 - Current
  • Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
  • Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
  • Led recruitment efforts to attract top talent, contributing to a highly skilled workforce capable of meeting client demands effectively.
  • Streamlined internal processes for improved efficiency and productivity within the firm.

Financial Advisor

Desjardins Financial Security And Investments Inc
03.2014 - 12.2018
  • Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Monitored and updated financial plans to comply with client goals.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

Life and Health Insurance Advisor

Manulife Securities
01.2010 - 02.2014
  • Demonstrated expertise in analyzing clients' financial situations and health profiles to recommend customized insurance products and coverage levels.
  • Utilized effective communication skills to explain complex insurance concepts and terms clearly, ensuring clients are well-informed to make decisions that best suit their financial and health security goals.
  • tayed abreast of the latest industry trends, products, and regulatory changes to provide clients with the most current and beneficial advice.

Education

Bachelor of Science -

Athabasca University
Athabasca, AB
06.2024

Certified Financial Planner (CFP)

FP Canada
Toronto, ON
01.2021

Advanced Core Curriculum, Financial Planning

Advocis
Toronto, ON
12.2020

Branch Manager Licensing Course

Canadian Securities Institute
Toronto, ON
05.2017

Canadian Securities Course

Canadian Securities Institute
Toronto, ON
06.2009

Life License Qualification Program

Canadian Institute of Financial Planners
Toronto, ON
01.2009

Skills

  • Effective Communicator
  • Analytical and Critical Thinker
  • Relationship Building
  • Time Management
  • Organizational Skills
  • Written Communication

Languages

English
Native or Bilingual
Albanian
Native or Bilingual

Volunteer Experience

Patient Engagement Volunteer


  • Provided respectful, insightful suggestion's in a safe environment
  • Assisted with the development of new practices that are patient and family focused
  • Maintain privacy and confidentiality of patient and organizationally sensitive information
  • Participated in improvement activities in person, by telephone, or email. Feedback from patients was used to co-design improvements



Type-1 Diabetes Ambassador


  • Shared T1D story on social media, advocacy programs and newsletters
  • Advocated for affordable access to diabetes medications, devices and supplies
  • Met with election candidates and elected officials to ask for their support for Diabetes Canada's public policy recommendations
  • Responsible for speaking engagements alongside healthcare professionals to deliver presentations on effects of Type 1 Diabetes



Make-A-Wish Foundation


  • Assisted in the planning and execution of wishes for children with critical illnesses, helping to create unforgettable experiences tailored to each child's dreams.
  • Played critical role in organizing and participating in fundraising events to support the foundation's mission.
  • Offered emotional support to children and their families throughout the wish-granting process by building relationships and aiming for a sense of normalcy, joy, and companionship for children during challenging times


Timeline

Managing Partner, Financial Advisor

London Wealth Advisors
01.2019 - Current

Financial Advisor

Desjardins Financial Security And Investments Inc
03.2014 - 12.2018

Life and Health Insurance Advisor

Manulife Securities
01.2010 - 02.2014

Bachelor of Science -

Athabasca University

Certified Financial Planner (CFP)

FP Canada

Advanced Core Curriculum, Financial Planning

Advocis

Branch Manager Licensing Course

Canadian Securities Institute

Canadian Securities Course

Canadian Securities Institute

Life License Qualification Program

Canadian Institute of Financial Planners
Arber Jakupi