Cristian Tonon
Woodbridge,ON
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. 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.
Former professional sales and marketing leader skilled in driving growth through strategic social media based campaigns and data-driven insights. Proven ability to lead teams, adapt to changing market conditions, and deliver impactful results. Strong expertise in developing and executing marketing strategies, building client relationships, and leveraging digital platforms. Known for reliability, flexibility, and results-focused approach.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Sun Life Financial
12.2024 - Current
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Assisted clients in achieving their financial objectives by recommending appropriate insurance coverages.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Collaborated with team members to streamline processes and improve overall client experience.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Increased client retention rates with personalized communication and regular portfolio reviews.
Sales and Marketing Executive
Agency Velocity
12.2022 - 09.2024
- Responsible for the generation and collection of $1,200,000 USD in revenue
- Established strong relationships with key clients, resulting in repeat business and increased customer satisfaction.
- Analyzed sales and marketing data for improved strategies.
- Increased sales revenue by developing and implementing strategic marketing plans.
- Collaborated with cross-functional teams to create engaging marketing materials that resonated with target audiences.
- Streamlined internal processes for improved team efficiency and productivity.
- Conducted comprehensive market research to identify emerging trends and opportunities for business expansion.
- Managed sales promotions and marketing strategies on major social media sites.
- Maximized revenue potential by identifying upsell opportunities within existing client base.
- Implemented innovative promotional campaigns that generated significant growth in new customer acquisition.
- Developed persuasive sales pitches for presenting to potential clients, leading to increased conversion rates.
- Optimized customer database management system for better tracking of sales leads and enhanced reporting capabilities.
- Championed omnichannel marketing strategies to create a seamless customer experience across all touchpoints, increasing loyalty and retention rates.
- Created compelling case studies highlighting the positive impact of company products on client businesses, demonstrating value proposition to prospective customers.
- Achieved or exceeded company-defined sales quotas.
- Built relationships with customers and community to promote long term business growth.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Sales Executive
BJK University
04.2021 - 11.2022
- Responsible for collecting and generating $800,000 USD in revenue
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
- Implemented CRM system for better customer tracking, leading to improved follow-up processes and higher conversion rates.
- Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.
- Managed pipeline efficiently, prioritizing tasks according to urgency/importance while maintaining focus on long-term objectives.
- Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
- Drove revenue growth, leveraging in-depth product knowledge to offer customized solutions.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Set and achieved company defined sales goals.
Customer Experience Associate
TD Bank
09.2019 - 04.2021
- Employed active listening skills to accurately understand customer concerns and address them effectively.
- Collaborated with team members to develop effective strategies for enhancing the overall customer experience.
- Assisted in training new employees on company policies, procedures, and best practices for delivering exceptional service.
- Asked customers questions to determine, verify and solve common problems.
- Utilized advanced problem-solving skills in order to troubleshoot and resolve technical-related customer inquiries.
- Worked diligently toward meeting or exceeding KPIs related to metrics such as average handle time, first call resolution, and overall customer satisfaction scores.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Streamlined communication with clients for improved understanding of their needs and preferences.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Responded proactively and positively to rapid change.
Education
Advanced Diploma - Finance
George Brown College
Toronto06-2022
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Sales and marketing
- Wealth management
- Insurance planning
- Mutual funds
- Marketing plan development
- Marketing analytics
- Sales performance
- Performance tracking
Languages
English
Native or Bilingual
Certification
- Licensed Life and Health Insurance Agent - LLQP, Ontario
- Licensed Mutual Funds Representative - CIFC, Ontario
Timeline
Financial Advisor
Sun Life Financial
12.2024 - Current
Sales and Marketing Executive
Agency Velocity
12.2022 - 09.2024
Sales Executive
BJK University
04.2021 - 11.2022
Customer Experience Associate
TD Bank
09.2019 - 04.2021
Advanced Diploma - Finance
George Brown College
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