Carter Scott
Vancouver,BC
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience implementing investment strategies tailored to clients' individual needs and objectives. Passionate about helping clients reach financial goals. Analytical mindset with a passion for extensive research.
Overview
7
7
years of professional experience
Work History
Associate Financial Advisor
IA Private Wealth
06.2021 - Current
- Enhanced client satisfaction by completing accurate Transactions in clients accounts in a timely manner.
- Analyzed clients Insurance needs and ensured that all Families had the proper coverage to ensure their financial security.
- Assisted with portfolio management to ensure optimal asset allocation and diversification for clients.
- Analyzed Mutual Fund offerings to ensure they matched clients risk profile and return expectations.
Management Development Trainee and Sales Associate
EMCO Corporation
09.2019 - 06.2021
- Improved management skills by participating in rigorous training programs and workshops.
- Focused on Business growth by developing new customer leads and engaging in frequent sales calls.
- Ensured financial compliance of the Business through end of day sales reporting and cash management.
- Developed problem-solving abilities through hands-on experience with real-life business scenarios.
- Strengthened leadership skills by overseeing projects and guiding team members towards successful outcomes.
Ferry Captain
Aquabus Ferry Ltd.
06.2019 - 09.2019
- Improved customer satisfaction by maintaining punctuality and adhering to strict transport schedule.
- Achieved safe driving records by consistently following boating rules and regulations.
- Ensured the safety of the general public by adhering to strict protocols during emergency accident.
- Enhanced vehicle longevity with regular maintenance checks and repairs as needed.
- Provided exceptional customer service, addressing concerns and resolving issues promptly.
Truck Driver
Wolseley Waterworks
05.2017 - 09.2018
- Improved on-time delivery rates by effectively planning and executing efficient driving routes.
- Enhanced customer satisfaction by maintaining open communication with clients during pickups and deliveries.
- Assisted the Team with Order Picking and worked as a Full Time Truck Driver during the Summer Months while I was in University.
- Increased safety standards by conducting thorough pre-and post-trip inspections of the truck and trailer.
Education
Investment Advisors Training Program
Canadian Securities Institute
09.2023
Life Licence Qualification Program
Canadian Securities Institute
11.2022
Canadian Securities Course
Canadian Securities Institute
03.2021
BBA - Finance
Brock University
St. Catharines, ON05.2019
Skills
- Problem Solving
- Attention to Detail
- Effective Communication
- Analytical Thinking
- Teamwork and Collaboration
- Risk Assessment
- Insurance Planning
- Time Management
Languages
English
Native or Bilingual
Affiliations
- Hockey
- Baseball
References
References available upon request.
Timeline
Associate Financial Advisor
IA Private Wealth
06.2021 - Current
Management Development Trainee and Sales Associate
EMCO Corporation
09.2019 - 06.2021
Ferry Captain
Aquabus Ferry Ltd.
06.2019 - 09.2019
Truck Driver
Wolseley Waterworks
05.2017 - 09.2018
Investment Advisors Training Program
Canadian Securities Institute
Life Licence Qualification Program
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
BBA - Finance
Brock University
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