Chase Drew
Kingston,ON
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
04.2022 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Facilitated new client onboarding process and investment account setup.
- Informed clients of strategies for reducing debt and maximizing savings.
- Studied financial documents to identify potential areas needing improvement.
Merchandise Associate
Costco Wholesale
10.2018 - 04.2022
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Answered customer questions regarding store merchandise, department information, and pricing.
- Removed damaged, out-of-code, not-in-set and discontinued items from displays.
- Updated pricing and signage to complete product displays and educate customers.
- Transported merchandise to sales floor and restocked shelves, racks and bins.
Skills
- Financial Planning
- Relationship building and management
- Risk Assessment
- Debt management
- Investment planning
- Mutual funds
- Education funds
Certification
- Licensed Mutual Fund Representative - June 2023 - Current
- Canadian Securities Course - Currently Enrolled
Timeline
Financial Advisor
Scotiabank
04.2022 - Current
Merchandise Associate
Costco Wholesale
10.2018 - 04.2022
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