Brandon Chisholm
Burlington,Canada
Summary
Finance professional with strong focus on financial analysis, taxation and strategies. Known for delivering reliable, impactful results while navigating complex financial landscapes. Strong team player who adapts to changing needs and supports clients & colleagues in achieving collective goals. Equipped with skills in financial markets, financial planning and products, regulatory compliance, ensuring organizational success.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Adkins Financial Services
03.2024 - 04.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Consultant
IG Wealth Management
05.2023 - 03.2024
- Used Conquest Planning to develop and present financial strategies for new business owners/professional clients
- Participated in cold calling to reach prospective clients and centers of influence
- High use of Salesforce to track CRM for new leads, prospects, and existing clients in order to manage multiple projects
- Implemented investment and insurance solutions/concepts to improve the tax efficiency of client and prospect financial plans
- Developed a refined administrative process to onboard and service 25 new clients
Associate Advisor
Sun Life (De Sa Financial Services)
08.2022 - 05.2023
- Used Conquest Planning to develop financial strategies for new and existing clients
- Focused on wealth management: reviewing and implementing investment strategies to ensure clients can reach their retirement goals
- Used Salesforce to track CRM for new leads, prospects, and existing clients
- Serviced clients for portfolio (transactions/rebalancing) and administrative requests
Financial Advisor
Sun Life (North Toronto Office)
05.2021 - 07.2022
- Used personal and business connections to compile and prepare prospective client list
- Provided expertise for clients surrounding insurance, personal finance, and investments
- Updated clients' financial strategies and onboarded 45 new clients
- Presented financial knowledge and investment seminars for clients and prospects
- Extensive research in financial markets to deliver due diligence reports on recommended mutual funds
Bakery Clerk
Real Canadian Superstore
01.2020 - 01.2021
- Understood and executed store system function: received, prepared, and transferred merchandise
- Undertook managerial roles: training new employees and ordering merchandise
- Presented great detail and organization when preparing goods and stocking merchandise
- Provided detailed customer service with extensive knowledge of the department
Produce Clerk/Grocery Stocker
Foodland
01.2014 - 01.2020
- Provided customer service with extensive knowledge of both departments
- Outstanding organizational skills while stocking shelves, tables, and store displays
- Trained all new employees in the produce department
- Executed managerial duties when the manager was absent
Education
Designation -
RRA
03-2024
License -
MFDA
11.2021
License -
LLQP
04.2021
Bachelor of Management and Organizational Studies - Honors Specialization in Finance
Western University
London, ON01.2020
Skills
- Skilled in Microsoft 365 Suite
- Advanced Salesforce skills
- Experienced with LinkedIn Premium
- Experienced in managing social media platforms
- Strategic conquest planning
- Skilled in Morningstar analysis
- CapIntel expertise
- Client engagement
- Effective problem resolution
- Client relationship development
- Critical analysis skills
- Financial investment guidance
Timeline
Financial Advisor
Adkins Financial Services
03.2024 - 04.2025
Consultant
IG Wealth Management
05.2023 - 03.2024
Associate Advisor
Sun Life (De Sa Financial Services)
08.2022 - 05.2023
Financial Advisor
Sun Life (North Toronto Office)
05.2021 - 07.2022
Bakery Clerk
Real Canadian Superstore
01.2020 - 01.2021
Produce Clerk/Grocery Stocker
Foodland
01.2014 - 01.2020
Designation -
RRA
License -
MFDA
License -
LLQP
Bachelor of Management and Organizational Studies - Honors Specialization in Finance
Western University
Similar Profiles
Aaron AdkinsAaron Adkins
Independent Consulting and Interim Assignments at Adkins Consulting ServicesIndependent Consulting and Interim Assignments at Adkins Consulting Services
Jot CondieJot Condie
Manager at Adkins Family VineyardsManager at Adkins Family Vineyards
Josh GelsthorpeJosh Gelsthorpe
Regional Maintenance Manager at Hansen & Adkins Auto TransportRegional Maintenance Manager at Hansen & Adkins Auto Transport