Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Brian Kim

Toronto,ON

Summary

Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

Scotiabank
02.2016 - Current
  • Delivered strategic investment advice for individual and corporate clients.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
  • Facilitated new client onboarding process and investment account setup.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Financial Advisor

Scotiabank
06.2017 - 05.2019
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Recommended specific investments to help clients meet financial goals.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.

Education

CIFP

Skills

  • Staff Support
  • Client Needs Assessment

Accomplishments

  • Supervised team of [Number] staff members.

Certification

  • Licensed [Job Title] - [Timeframe]

Timeline

Financial Advisor

Scotiabank
06.2017 - 05.2019

Senior Financial Advisor

Scotiabank
02.2016 - Current

CIFP

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Brian Kim