Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Cameron Cooke

Bradford

Summary

Financial professional with proven track record of delivering comprehensive financial advice and solutions, with a focus centered around Financial Planning.


Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Advisor-Investment & Retirement Planning

Scotiabank
09.2019 - Current
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • 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.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.

Financial Advisor / Sr. Financial Advisor

Scotiabank
11.2015 - 09.2019
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Education

CIM® -

Canadian Securities Institute
11-2022

Chartered Financial Planner® -

CIFP Retirement Institute
01-2024

Bachelor of Management And Organizational Studies -

Western University
London, ON
06-2015

Skills

  • Investment advice
  • Financial planning
  • Relationship building and management
  • Analytical thinking
  • Attention to detail
  • Sales and marketing
  • Networking strategies
  • Client relations

Accomplishments

  • Winner of multiple Individual Awards recognizing top performance and organizational value.
  • Part of top performing team recognized with multiple awards.
  • Recognized as top performer in Wealth Referrals in multiple years.
  • Consistently high customer satisfaction metrics year over year.

Certification

Chartered Investment Manager (CIM®)

Chartered Financial Planner®


Timeline

Financial Advisor-Investment & Retirement Planning

Scotiabank
09.2019 - Current

Financial Advisor / Sr. Financial Advisor

Scotiabank
11.2015 - 09.2019

CIM® -

Canadian Securities Institute

Chartered Financial Planner® -

CIFP Retirement Institute

Bachelor of Management And Organizational Studies -

Western University

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Cameron Cooke