Benjamin Olubunmi Oladapo
Montreal,QC
Summary
Passionate about promoting lasting customer satisfaction by delivering quality trade execution, top notch portfolio analysis/management services and unparalleled client's support. Proficient in trade execution, portfolio analysis and customer service best practices.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Montreal Life Financial Group
02.2024 - Current
- Cold call, at least, 300 people daily using phone directory to sell financial products
- Answer incoming calls from prospective customers
- Use scripts to provide information about product's features, prices etc. and present their benefits
- Ask pertinent questions to understand customers' requirements
- Persuade customers to buy by demonstrating how products meet their needs
- Record customers' personal information accurately in computer system
- Book appointments for clients to meet with advisors on specific products
- Deal with complaints or doubts to safeguard company's reputation
Equity Trader
Lambeth Capital Limited
04.2014 - 03.2023
- Execute, approve, and monitor all equity, ETFs and fixed income orders submitted by clients.
- Handle telephone inquiries from clients on trading related matters.
- Develop and maintain relationships with external trading partners.
- Educate clients on trade desk policies, procedures, systems, best practices and adherence to securities rules and regulations.
- Collaborate with and mentor junior members of trading team.
- Act as subject matter expert and resource on trading related matters within firm.
- Balance business needs against policies and procedures necessary to ensure compliance with regulatory obligations by understanding and assessing business and regulatory risks.
- Exercise judgement in identifying issues, challenging courses of actions, assessing regulatory and financial risks.
- Creating and implementing tools for financial analysis
- Collecting companies' investment and financial information such as bonds, security manuals, financial statements, trading volumes, economic reports, and other periodicals
- Preparing and analyzing company or client debt portfolio
- Participating in company tender calls and advising on same
- Preparing analytical reports on company and industry outlook, providing briefing notes and correspondence
Portfolio Manager
Lambeth Capital Limited
04.2014 - 03.2023
- Investigate clients' financial status and determine their goals
- Develop risk profile for clients.
- Recommend suitable financial solutions to help meet clients' financial goals
- Prepare investment proposals based on clients' goals and financial situations
- Maintain excellent clients' relations by understanding their needs, providing customized financial advice that meets or exceeds their expectations, and building relationships that last beyond advisor's departure.
- Advise clients on various financial products i.e. stocks, bonds, ETFs, as well as other financial solutions
- Investigate new financial products and services that may meet clients' needs
- Manage clients' accounts in accordance to company guidelines and regulations
- Provide tax, income and estate guidance to clients in accordance to their financial situations
- Coordinate with others in order to provide clients with personalized financial solutions for their financial needs.
- Forecast future trends in investments and financial products i.e. stocks, bonds, et cetera
- Initiated business relationships/partnerships with other industry practitioners.
- Promoted team bonding amongst colleagues.
Equity Trader
WSTC Financial Services Limited
07.2012 - 03.2014
- Execute, approve, and monitor all equity, ETFs and fixed income orders submitted by clients.
- Handle telephone inquiries from clients on trading related matters.
- Develop and maintain relationships with external trading partners.
- Educate clients on trade desk policies, procedures, systems, best practices and adherence to securities rules and regulations.
- Collaborate with and mentor junior members of trading team.
- Act as subject matter expert and resource on trading related matters within firm.
- Balance business needs against policies and procedures necessary to ensure compliance with regulatory obligations by understanding and assessing business and regulatory risks.
- Exercise judgement in identifying issues, challenging courses of actions, assessing regulatory and financial risks.
- Creating and implementing tools for financial analysis
- Collecting companies' investment and financial information such as bonds, security manuals, financial statements, trading volumes, economic reports, and other periodicals
- Preparing and analyzing company or client debt portfolio
- Participating in company tender calls and advising on same
- Preparing analytical reports on company and industry outlook, providing briefing notes and correspondence
Portfolio Analyst
WSTC Financial Services Limited
07.2012 - 03.2014
- Investigate clients' financial status and determine their goals
- Develop risk profile for clients.
- Recommend suitable financial solutions to help meet clients' financial goals
- Prepare investment proposals based on clients' goals and financial situations
- Maintain excellent clients' relations by understanding their needs, providing customized financial advice that meets or exceeds their expectations, and building relationships that last beyond advisor's departure.
- Advise clients on various financial products i.e. stocks, bonds, ETFs, as well as other financial solutions
- Investigate new financial products and services that may meet clients' needs
- Manage clients' accounts in accordance to company guidelines and regulations
- Provide tax, income and estate guidance to clients in accordance to their financial situations
- Coordinate with others in order to provide clients with personalized financial solutions for their financial needs.
- Forecast future trends in investments and financial products i.e. stocks, bonds, et cetera
Settlement Specialist
WSTC Financial Services Limited
09.2005 - 06.2012
- Responsible for managing back-office operations for stockbroking.
- Responsible for Regulatory Audit, Exchange certifications, Exchange compliance – quarterly settlement, margin Reporting, marking Clients etc.
- Responsible for Margin management for clients.
- Dematerialization of share certificates, Reconciliation of dematerialized stock, maintain dividend Account, settlement account, reconcile all trade related files.
- Responsible for day-to-day processing of trade execution files to update stockbroking application.
- Co-ordinate with back office software vendor for product enhancement.
- Coordinate organization's document management system.
- Manage relationships with regulators and other industry participants.
Education
Trader Training Course - Securities And Investment
Canadian Securities Institute
Toronto, ON03.2024
Canadian Securities Course - Securities And Investment
Canadian Securities Institute
Toronto, ON11.2023
Associate Member - Equity, Fixed Income And Derivatives Trader
Chartered Institute of Stockbrokers
Lagos, Nigeria06.2012
Approved Trader - Securities And Investment
Nigerian Exchange Group (NGX)
Lagos, Nigeria07.2012
MBA - Financial Management
Obafemi Awolowo University
Ile-Ife, Osun State, Nigeria03.2014
Bachelor of Science - Business Administration
University of Ado-Ekiti
Ado-Ekiti, Ekiti State, Nigeria12.2003
Skills
- Problem-solving skills
- Ability to prioritize and multi-task
- Strong numerical and analytical skills
- Excellent communication stills
- Attention for details
- Customer relationship skills
- Record management skills
- Research skills
- Time management skills
- Risk management skills
Languages
English
Full Professional
Certification
- Certified Financial Literacy Trainer - The Central Bank of Nigeria (October, 2023)
- Refinitiv Workspace Fundamentals - Chartered Financial Institute, Canada (November, 2022)
- Portfolio Management Fundamentals - Chartered Financial Institute, Canada (November, 2022)
- Macabacus Fundamentals - Chartered Financial Institute, Canada (November, 2022)
- Professional Ethics - Chartered Financial Institute, Canada (July, 2021)
- Capital IQ Fundamentals - Chartered Financial Institute, Canada (July, 2021)
Timeline
Customer Service Representative
Montreal Life Financial Group
02.2024 - Current
Equity Trader
Lambeth Capital Limited
04.2014 - 03.2023
Portfolio Manager
Lambeth Capital Limited
04.2014 - 03.2023
Equity Trader
WSTC Financial Services Limited
07.2012 - 03.2014
Portfolio Analyst
WSTC Financial Services Limited
07.2012 - 03.2014
Settlement Specialist
WSTC Financial Services Limited
09.2005 - 06.2012
Trader Training Course - Securities And Investment
Canadian Securities Institute
Canadian Securities Course - Securities And Investment
Canadian Securities Institute
Associate Member - Equity, Fixed Income And Derivatives Trader
Chartered Institute of Stockbrokers
Approved Trader - Securities And Investment
Nigerian Exchange Group (NGX)
MBA - Financial Management
Obafemi Awolowo University
Bachelor of Science - Business Administration
University of Ado-Ekiti
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