Dylan Diefenbach
Edmonton
Summary
Experienced banking associate with a strong background in personal finance, customer service, and relationship management. Demonstrates ability to identify client needs and deliver customized financial solutions while building trust. Recognized for collaborative approach, adaptability, and consistent achievement of targeted results. Proficient in utilizing financial software, conducting risk assessments, and ensuring regulatory compliance.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Junior analyst
ICON
10.2023 - Current
- As a Data Analyst for ICON, I conducted in-depth financial analysis to support investment decisions and enhance portfolio performance
- By utilizing statistical tools and financial modeling, I analyzed market trends and identified investment opportunities
- Collaborating with a team, I developed and implemented investment strategies while preparing detailed reports to communicate findings to stakeholders
Product Specialist
Capital GMC Buick
04.2019 - 09.2019
- Provided expert knowledge and exceptional customer service to enhance the overall experience
- I collaborated with customers to understand their needs and preferences, offering tailored product recommendations and facilitating informed decision-making
- By staying current with product features and industry trends, I effectively communicated the benefits of various models, leading to increased sales and customer satisfaction
- Boosted customer retention by providing exceptional product support and addressing user concerns.
- Achieved monthly sales targets, outperforming expectations by 66% and enhancing profitability.
Insulator JM- Foreman
Local 110
10.2009 - 12.2024
- Effectively collaborate with team members to maintain deadlines, ensuring seamless project execution
- Skillfully manage materials, manpower requests, and ordering supplies, while providing comprehensive daily progress reports and work plans
- This role has honed my problem-solving abilities, strengthened my organizational and time management skills, and developed my interpersonal skills to foster a positive team dynamic
- Consistently exceeded project estimates by up to 50%, significantly boosting overall revenue.
- Manufactured custom fittings, reducing project costs by up to 5%.
Customer service
McDonalds
10.2003 - 10.2006
- Delivered exceptional customer service while leveraging communication skills to successfully upsell 75% of the time.
- Achieved 2 Employee of the Month awards while sustaining a customer satisfaction rate exceeding 95%.
Education
BBA - Finance
05-2025
- IFIC (mutual fund license)- Passed Jan2023
- CFA Research Competition Conduct a thorough stock analysis and valuation, then compile a detailed report and presentation.
- CMT Ambassador: Enroll my fellow students into the CMT chapter.
- CIFP Case competition: Tackle real-world financial scenarios with innovative solutions and strategic thinking, leveraging the comprehensive skills and knowledge acquired on my journey to CFP designation.
- GPA: 3.9
Skills
- Analytical thinking
- Customer Service-oriented
- Relationship building and management
- Attention to Detail
- Proficiency in Microsoft Applications:
- Organizational and Time Management Skills:
- Communication Skills
- Team Collaboration
- Self-Motivation
- SQL trained with ability to use power BI and Tableau
- Customer engagement
Languages
English
Native or Bilingual
Certification
Investment Funds in Canada- Achieved Jan, 2023
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Excel
SQL
Word
Powerpoint
Power BI
Tableau
Salesforce
Quickbooks
Adobe PDF editor
Work Preference
Work Type
Full TimePart TimeInternshipGig WorkWork Location
On-SiteRemoteHybridImportant To Me
Career advancementCompany CultureHealthcare benefitsTimeline
Junior analyst - ICON
10.2023 - Current
Product Specialist - Capital GMC Buick
04.2019 - 09.2019
Insulator JM- Foreman - Local 110
10.2009 - 12.2024
Customer service - McDonalds
10.2003 - 10.2006
Northern Alberta Institute of Technology - BBA, Finance
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