Professional financial specialist with solid background in investment strategies and client relationship management. Proven ability to analyze market trends, recommend investment opportunities, and execute transactions efficiently. Strong team collaborator, adaptable to changing needs, and goal-oriented with persistent focus on achieving results. Skilled in portfolio management, risk assessment, and customer service, with reputation for reliability and integrity.
Execute equity, mutual funds, fixed-income, OTC and precious metals trades on behalf of clients while ensuring compliance with regulatory requirements.
Engaged with clients to assist in managing their accounts and financial products, ensuring a seamless and meaningful client experience.
Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
MICROSOFT OFFICE
BLOOMBERG
SAP
IRESS PRO
FINANCIAL KNOWLEDGE
REGULATORY COMPLIANCE
BANKING AND CAPITAL MARKETS
COMMUNICATION SKILLS
FINANCIAL ANALYSIS
CANADIAN SECURITIES COURSE
DERIVATIVES FUNDAMENTAL AND OPTIONS LICENSING
CANADIAN SECURITIES COURSE
CONDUCT AND PRACTICES HANDBOOK
BLOOMBERG MARKET CONCEPTS