Chris Kloosterman
Summary
I am a motivated financial advisor professional with a proven track record of working with clients of all knowledge and backgrounds. I am friendly and personable with an adaptable approach to meet clients where they're at in a non-judgemental fashion. Exceptional knowledge in investment and risk management, estate planning and budgeting services. I demonstrate a desire to help educate clients on investment strategies, retirement and financial planning. I have a proven track record helping clients meet financial goals by leveraging knowledge and education expertise via tailored advice and effective communication styles.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Scotiabank
12.2022 - Current
- Increase client engagement by providing tailored financial advice and investment strategies to achieve short and long-term goals.
- Build lasting relationships with clients fostering trust, loyalty and working together to prepare and maintain sound financial planning strategies.
- Ensure compliance with industry regulations and company policies are thoroughly followed to protect the Bank and client from potential loss
- Mentor junior advisors through shared knowledge, systematic processes, and best practices to increase overall team performance.
Senior Customer Experience Associate
Scotiabank
10.2021 - 12.2022
- Enhanced client satisfaction by promptly addressing inquiries and servicing client interactions on an individual basis.
- Followed systematic processes for engaging with clients for improved understanding of their banking needs and objectives.
- Effectively managed high proactive client call volume by booking proactive meetings with fellow Financial Advisors.
- Assisted with front-end duties in cash handling, scanning, and end-of-day balancing
Retail Lending Support
Servus Credit Union
11.2020 - 08.2021
- Support colleagues in branch setting to administer required outcome for the mortgage product.
- Demonstrated careful attention to detail via lending maintenance that would prevent unintentional adverse impacts on Member lending.
- Collaborated with team members and Team Lead to achieve monthly targets consistently.
- Followed systematic process for lending maintenance, payouts, and advances.
Member Contact Centre Advisor
Servus Credit Union
08.2020 - 11.2020
- Enhanced Member satisfaction by presenting a professional demeanor and resolving inquiries in a timely manner.
- Followed proven systematic call flow processes for increased response times and higher productivity.
- Enhanced first-contact resolution rates with thorough effective problem-solving techniques.
Education
BBA - Business Administration
Mount Royal University
4825 Mt Royal Gate SW, Calgary T3E 6K604.2020
Diploma - Financial Services & Economics
Donald School of Business
4909 49 St #111, Red Deer, AB T4N 1V104.2018
Certificate - Registered Financial Retirement Advisor
The Canadian Institute Of Financial Planning
3660 Hurontario St, Mississauga, ON L5B 3C408.2023
Certificate - Investment Funds in Canada
Canadian Securities Institute
200 Wellington St W 15th Floor, Toronto, ON M5V3C706.2022
Certificate - Personal Financial Services Advice (PFSA)
Canadian Securities Institute
200 Wellington St W 15th Floor, Toronto, ON M5V3C709.2022
Skills
- Client Relations
- Goal Setting
- Proactive Listening
- Effective Questioning
- Retirement Needs
- Insurance Decisions
Timeline
Financial Advisor
Scotiabank
12.2022 - Current
Senior Customer Experience Associate
Scotiabank
10.2021 - 12.2022
Retail Lending Support
Servus Credit Union
11.2020 - 08.2021
Member Contact Centre Advisor
Servus Credit Union
08.2020 - 11.2020
BBA - Business Administration
Mount Royal University
Diploma - Financial Services & Economics
Donald School of Business
Certificate - Registered Financial Retirement Advisor
The Canadian Institute Of Financial Planning
Certificate - Investment Funds in Canada
Canadian Securities Institute
Certificate - Personal Financial Services Advice (PFSA)
Canadian Securities Institute
Similar Profiles
Raquel JohnRaquel John
Senior Customer Care Advisor-Social Media at ScotiabankSenior Customer Care Advisor-Social Media at Scotiabank
Kevin LevyKevin Levy
Director, Commercial Card Solutions, Global Transaction Banking, North America at ScotiabankDirector, Commercial Card Solutions, Global Transaction Banking, North America at Scotiabank
Radhika NarayananRadhika Narayanan
Officer III, Commodities Wind-down Operations at ScotiabankOfficer III, Commodities Wind-down Operations at Scotiabank
Madhav MakkerMadhav Makker
Senior Customer Experience Associate at ScotiabankSenior Customer Experience Associate at Scotiabank
Falguni DesaiFalguni Desai
Financial Advisor/ Sr. Financial Advisor at ScotiabankFinancial Advisor/ Sr. Financial Advisor at Scotiabank