Blair Hogg
Whitby,ON
Summary
Accomplished Senior Financial Advisor with a proven track record at McCalmont Financial, excelling in client service and support, and adept in investment advice. Leveraged verbal and written communication to build trust and deliver tailored financial strategies, achieving remarkable client satisfaction. Expert in Microsoft Excel, enhancing portfolio analysis and risk management.
Overview
25
25
years of professional experience
Work History
Senior Financial Advisor
McCalmont Financial
01.2023 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Redemption Specialist
Gristmill Marketing
06.1999 - 06.2024
- Managed high volume of daily redemptions, consistently meeting deadlines and maintaining accuracy.
- Leveraged strong organizational skills to maintain accurate tracking of pending redemptions, enabling timely follow-up and resolution.
- Fostered positive work environment by collaborating effectively with team members and sharing knowledge to improve overall departmental performance.
- Streamlined redemption process for increased efficiency and improved customer experience.
- Maintained detailed records of redemptions, contributing to improved data accuracy and streamlined reporting.
Financial Advisor
Freedom 55 Financial
10.2015 - 12.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Server
Blacksmith's Bistro
06.2005 - 12.2015
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Education
High School Diploma -
Stouffville District Secondary School
Stouffville06-1999
Skills
- Verbal and written communication
- Client assessments
- Securities analysis
- Know your customer
- Client service and support
- Insurance planning
- Investment advice
- Retirement planning
- Microsoft Excel
Languages
English
Native or Bilingual
Timeline
Senior Financial Advisor
McCalmont Financial
01.2023 - Current
Financial Advisor
Freedom 55 Financial
10.2015 - 12.2022
Server
Blacksmith's Bistro
06.2005 - 12.2015
Redemption Specialist
Gristmill Marketing
06.1999 - 06.2024
High School Diploma -
Stouffville District Secondary School
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