Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Certification
Timeline
Generic

Daniel Fernandez

Toronto,ON

Summary

Personal Banker eager to fulfill challenging role within a Wealth and Asset Management team to improve my exposure towards investments. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Demonstrated expertise in promoting Investment related products such as Mutual Funds. Driven to bring value to my team with my current financial knowledge and my abilities to learn.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Personal Banker

BMO Bank of Montreal
Toronto, ON
06.2021 - Current
  • Advise customers on everyday banking solutions, investments and lending options.
  • Provide customer service to existing BMO customers in order to manage their accounts or financial products.
  • Reach out to potential customers and/or existing customer to provide advise on additional financial services according to their needs.
  • Perform customer analysis to determine best suitable options for investments.
  • Perform customer analysis for lending applications.

Administrative Assistant

Thiago Roofing
Toronto, ON
09.2020 - 01.2021
  • Executed record filing system to improve document organization and management.
  • Managed the daily register of the company's cashflow.
  • Provided customer service to customers after completing the jobs to ask about experience and customer feedback.

Investment Advisor

UpLand Mexico
Guadalajara, Mexico
02.2019 - 10.2019
  • Offered consulting on Real estate investment funds for a real estate development company.
  • Contacted potential clients developed through leads social network campaigns to offer the investment fund services and grow the investor base for the company

Wealth Advisor

Sura Asset Management
Guadalajara, Mexico
04.2018 - 01.2019
  • Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
  • Offered customer service to existing customers to solve inquiries in regard to individual financial strategies and plans.
  • Performed outbound calls to existing and non-existing customers to offer financial advisory services and financial planning.

Accounting Assistant

ConstruBDO
Guadalajara, Mexico
01.2017 - 03.2018
  • Maintained clean and organized files by keeping accounts records up-to-date.
  • Reported financial data and updated financial records to accounting officers in order to take financial decisions of the company.
  • Performed cost controls, cost reduction proposals and monthly income summaries.

Financial Advisor

Inbursa Financial Group
Guadalajara, Mexico
01.2016 - 01.2017
  • Educated clients on various financial products and provided professional recommendations on everyday banking and retirement solutions based on each clients' individual needs.

Education

Diploma - Financial Services

Humber College
Toronto, ON
04.2021

Skills

  • Client Relationship Management
  • Verbal and Written Communication
  • Problem Resolution
  • Adaptability
  • Time Management
  • Problem-Solving
  • Analytical Thinking
  • MS Excel Proficiency

Languages

Spanish
Native/ Bilingual

Accomplishments

  • Achieved Spotlight Award for Q3, 2022 with BMO Bank of Montreal as Personal Banker based on performance achievement.
  • Achieved Spotlight Award for Q3, 2023 with BMO Bank of Montreal as Personal Banker based on performance achievement.
  • More than 100% achievement on performance goals in 2021
  • More than 100% achievement on performance goals in 2022.
  • More than 100% achievement on performance goals in 2023.

Certification

  • Investment Funds In Canada, CSI - 2021
  • Canadian Securities Course, CSI - 2023
  • Investment Management Techniques, CSI - 2023
  • Portfolio Management Techniques, CSI - 2023

Timeline

Personal Banker

BMO Bank of Montreal
06.2021 - Current

Administrative Assistant

Thiago Roofing
09.2020 - 01.2021

Investment Advisor

UpLand Mexico
02.2019 - 10.2019

Wealth Advisor

Sura Asset Management
04.2018 - 01.2019

Accounting Assistant

ConstruBDO
01.2017 - 03.2018

Financial Advisor

Inbursa Financial Group
01.2016 - 01.2017

Diploma - Financial Services

Humber College
Daniel Fernandez