Dayton Saunders
Toronto,ON
Summary
Results-driven and highly motivated professional with three years of industry experience in providing comprehensive financial planning and investment advisory services to individuals and businesses. Proven track record of helping clients achieve their financial goals through strategic asset allocation, risk management, and personalized financial solutions. Strong analytical skills, deep knowledge of financial markets, and a commitment to staying current with industry trends.
Overview
9
9
years of professional experience
Work History
Account Executive
Broadridge Financial Solutions
12.2023 - 06.2024
- Developed customer relationships and partnerships to meet or exceed revenue and profit goals.
- Presented product demonstrations and proposals to prospective customers.
- Coordinated internal tasks related to accounts to ensure clients receive products and services.
Bartender
Que Rico Tapas Bar
Toronto, Ontario
07.2023 - 12.2023
- Head bartender to help pay for expenses while transitioning into a further role in the financial sector.
Private Wealth Consultant
Wealth Stewards Inc
Etobicoke, Ontario
05.2022 - 07.2023
- Worked closely with clients to assess their current financial situations, including income, expenses, assets, and liabilities
- Provide guidance on how to invest and manage clients' assets to meet their financial goals
- Analyze investment options to create diversified portfolios, and monitor investments to ensure that they align with clients' risk tolerance and objectives as outlined in the investment policy statements.
Executive Associate
Wealth Stewards Inc
Etobicoke, Ontario
08.2020 - 05.2022
- Worked directly with the Managing Director to support and help him to streamline operations, manage client relationships, and ensure compliance.
Financial Analyst Summer Student
Siemens Canada
Oakville, Ontario
05.2019 - 07.2019
- Analyzed financial data and explained variances in close collaboration with senior business and unit managers.
Executive Research Assistant
ROI Corporation
Mississauga, Ontario
05.2018 - 09.2018
- Assisted in dental research, analysis, and administrative tasks to help the firm executives make informed decisions and manage their responsibilities effectively.
Warehouse Worker
Thomson Group of Companies
Toronto, Ontario
10.2015 - 12.2016
- Forklift driver in the Thomson dairy warehouse moving inventory from the stacks to their respective loading docks
- Responsible for tracking inventory on a weekly basis.
Phone Line Campaigner
Conservative Party of Canada
09.2015 - 10.2015
Education
Bachelor's Degree: Business Administration (FinancePost -
Trent University
Peterborough, ON04.2020
High School Diploma -
Appleby College
Oakville, ON01.2016
Skills
- Financial Reporting
- Investment Planning
- Client Relations
- Mutual Fund Sales
- Investments Advising
- Wealth Management
- Financial Forecasting
- Financial Services
- Financial Planning
- Business Development
- Sales Process
- Investment Advice
- Risk Assessment
- Financial Advising
- Alternative Investments
Languages
English
Native or Bilingual
Affiliations
- Certified Investment Manager CIM (06/01/23)
- CSC License (01/01/23)
- Investment Management Techniques (02/01/23)
- Portfolio Management Techniques (06/01/23)
References
Available upon request
Timeline
Account Executive
Broadridge Financial Solutions
12.2023 - 06.2024
Bartender
Que Rico Tapas Bar
07.2023 - 12.2023
Private Wealth Consultant
Wealth Stewards Inc
05.2022 - 07.2023
Executive Associate
Wealth Stewards Inc
08.2020 - 05.2022
Financial Analyst Summer Student
Siemens Canada
05.2019 - 07.2019
Executive Research Assistant
ROI Corporation
05.2018 - 09.2018
Warehouse Worker
Thomson Group of Companies
10.2015 - 12.2016
Phone Line Campaigner
Conservative Party of Canada
09.2015 - 10.2015
Bachelor's Degree: Business Administration (FinancePost -
Trent University
High School Diploma -
Appleby College