Organized and dependable financial professional successful at managing multiple projects and priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Professional history of strategically managing clients and their financial needs with investment strategies for funds with more than $30,000,000 in assets. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Hi, I’m
Daniel Olorungbemi
Sr. Financial Advisor RFRA
Ontario,ON
Summary
Overview
7
years of professional experience
1
Certification
Work History
ScotiabankSaskatoon, SK
Senior Financial Advidsor RFRA/Mutual Fund Representative
08.2019 - 07.2022
Job overview
- Provided customer centric and focused comprehensive financial advice and solutions based on client's financial life stage
- Reviewed and provided cash flow planning, budgeting, and investment advice to customers
- Provided financial plan tailored to customer’s current financial life stage and retirement plans
- Processed credit applications and approval within limits and according to adjudication guidelines and within compliance principles
- Assisted customers with mortgage application and renewals from start to finish in timely and efficient manner
- Utilized COIs to generate sales and referrals
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
- Investigated market changes and devised approaches to take advantage of emerging opportunities.
- Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Oversaw more than $32,000,000 in total assets with consistent contact with clients to discuss and review objectives ensuring client satisfaction.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours including weekends to meet client needs.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Maintained energy and enthusiasm in fast-paced environment.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Developed and maintained courteous and effective working relationships.
Scotiabank SaskatoonSaskatoon, SK
Financial Advisor and Mutual Fund Representative
06.2017 - 07.2019
Job overview
- Responsible for providing customer focused advise with over 500 customers to provide personal and comprehensive financial advice and solution based on financial life stage
- Keep abreast with changes and procedures within financial industry and organization
- Reviewed and provide cash flow planning, budgeting, and investment advice to customers
- Provided financial plan to identify customer’s current financial life stage and retirement plans
- Processed credit applications and approval within limits and according to adjudication guidelines and within compliance principles
- Assisted customers with mortgage application and renewals from start to finish in timely and efficient manner
- Provide investment reviews and historical performance to customers based on identified needs and expressed concerns
- Responsible for assisting customers identify time, risk, and objectives in allocating funds for investments products that suits their identified assessment and financial goals.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Kept client financial plans optimized for current market trends and economic conditions.
- Expanded customer base through community outreach and strategic business partnerships.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
Benefit, RBC Life Insurance CompanyScarborough, ON
Small Business Solution and Insurance Advisor
09.2012 - 09.2014
Job overview
- Provided experienced based sale of protection products such as life, critical illness, disability income replacement insurance for customers and small business insurance policies
- Developed new business opportunity through cold calling, referrals, and community outreach engagements
- Implemented processes and procedures that achieved record of efficiency in analyzing small business and individual client’s needs
- Assisted underwriting unit in collecting confidential medical records for follow up to finalize policy decision
- Developed processes and procedure to reduce application error rate from 65% down to 12
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales by 28% above target.
- Calculated premiums and established payment methods.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence, generating new clients and establishing referrals for personal products and services.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Sold business and life policies and other various insurance products to businesses and generated referrals to individual auto and home policies and groups within assigned territory using consultative selling techniques.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales by 15%.
- Enhanced branch and company's reputation by accommodating new and different requests and by exploring opportunities to add value.
Education
The Canadian Institute of Financial Planning Mississauga, ON
Financial Planning from Finacial Planning
05.2021
University Overview
Yorkville UniversityFredericton, NB
BBA from Business Administration
2016
University Overview
- Completed professional development in Leadership and Business Innovation
- Took a break to look after a severely ill spouse who recently passed with plans to return for completion next year
The Polytechnic IbadanIbadan, Oyo State
Associate of Arts from Marketing
05.2000
University Overview
- HND
- Continuing education in Marketing and Advertising
Skills
- Customer Relationship Management
- Problem Resolution
- Referral Generation
- Consultative Sales Approach
- Customer Needs Assessments
- Mutual Funds Knowledge
- Portfolio Analysis
- Service Quality
- Sales Presentation
- Funds Understanding
- Electronic Filing System
- Service Accounts
- Client Relationships
- Investment Banking
- Investment Options
- Regulatory Compliance
- Financial Records
- New Account Setup
- Test Drives
- Customer Satisfaction
Certification
- Professional Project Management (PMP)
- Professional Scrum Master (PMP)
- Certified System Administrator (CSM)
- Registered Financial and Retirement Advisor -RFRA (CIFP) 2021
- Registered Financial and Retirement Advisor - II (CIFP) 2018
- Canadian Investment Funds Course (CIFC) 2017
- Investment Funds in Canada (IFC) – (CSI) 2013
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Timeline
Senior Financial Advidsor RFRA/Mutual Fund Representative
Scotiabank
08.2019 - 07.2022
Financial Advisor and Mutual Fund Representative
Scotiabank Saskatoon
06.2017 - 07.2019
Small Business Solution and Insurance Advisor
Benefit, RBC Life Insurance Company
09.2012 - 09.2014
The Canadian Institute of Financial Planning
Financial Planning from Finacial Planning
Yorkville University
BBA from Business Administration
The Polytechnic Ibadan
Associate of Arts from Marketing
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