Brandon Aultman
Kingston,Ontario
Summary
Reliable, top-notch self-motivated individual with strong sales/service background and effective relationship building and client retention skills strategically negotiates, closes deals and increases sales. With outstanding customer service skills and relationship-building strengths. Dedicated to welcoming customers and providing comprehensive service. Always looking to improve and optimize in the ever changing world.
Overview
7
7
years of professional experience
5
5
Certification
3
3
years of post-secondary education
Work History
Financial Planner
Empire Wealth Management
09.2022 - Current
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
- 20+ clients per week
- Established TFSA, RRSP, RESP, Life insurance accounts
- Increased client's rate of returns to average of 7% or higher
- Customer service/ customer satisfaction follow up
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
Jack Astors Server/Bartender
Jack Astors
04.2021 - Current
- Open/ closed restaurant providing astounding service to 100+ guests per day
- Fast-paced, utilize multi-tasking, Great personal skills for customer service
- Led team of servers through shifts, trained new employees
- Increased average check sizes to above $50 per check
Lifeguard/Swimming Instructor
City of Kitchener
01.2016 - 01.2019
- Supervised safety of patrons in and around pool
- Established essential swimming skills for groups of children, as well as had meetings with parents to discuss their children's progress
Education
Bachelor of Science - Nursing
Queens University
Kingston, ON 09.2021 - 04.2023
Bachelor of Kinesiology - Kinesiology
Acadia University
09.2019 - 04.2021
High School Diploma -
Regina Mundi Catholic (RMC), Southwest Basketball Academy, Specialist High School
London, ON06.2018
High School Diploma -
Kitchener Collegiate Institute (KCI)
06.2016
Skills
- Fast and eager learner
- Great with public, Work well in teams/individually
- Great attention to detail
- Client Needs Assessment
- Presentations
- Consultative Sales Techniques
- Client Relationship Development / Customer service
- Retirement Planning
- Interpersonal Communication Skills
- Complex Problem-Solving
- Serve Client Needs
- Handling Difficult Customers
Certification
- LLQP License
- G Drivers License
- CPR-C and AED/BLS
- Working at heights
- Smart Serve
Timeline
Financial Planner
Empire Wealth Management
09.2022 - Current
Bachelor of Science - Nursing
Queens University
09.2021 - 04.2023
Jack Astors Server/Bartender
Jack Astors
04.2021 - Current
Bachelor of Kinesiology - Kinesiology
Acadia University
09.2019 - 04.2021
Lifeguard/Swimming Instructor
City of Kitchener
01.2016 - 01.2019
- LLQP License
- G Drivers License
- CPR-C and AED/BLS
- Working at heights
High School Diploma -
Regina Mundi Catholic (RMC), Southwest Basketball Academy, Specialist High School
High School Diploma -
Kitchener Collegiate Institute (KCI)
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