EDOARDO MINICOZZI
Senior Investment & Financial Insurance Advisor
Summary
Enthusiastic Senior financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Eoardo Minicozzi is a driven leader. He is someone who is very passionate and committed. He will achieve any and all goals he sets for himself and for the people willing to work with him. He is a master delegator, one who leads by example, one who embraces other individuals' drive for success and profit in their personal life and business environment. He is a person of high integrity and respect. An individual who is always looking to improve processes, making them highly efficient and effective.
Edoardo strongly believes in processes to ensure maximum repeat-ability and consistency. He is a person of charm and one who can lead people to achieve their maximum potential while ensuring both personal and financial growth and success. He possesses strong ethics, both in his personal and business life. He is able to adapt to many different environments and individuals.
Edoardo believes that a solution based mind set is the only way to move ahead in any situation, he never sees a problem for which no solution is possible to achieve. Edoardo is an individual of action and not reaction, always well prepared to ensure that he is never surprised or in an unprepared reactive mode when faced with a decision or situation. He is often referred to as exacting, willing and determined. He is a very decisive person with many abilities to problem solve. Edoardo Minicozzi is also up to date with all the technologies being used in all the day to day operations.
Edoardo is very confident and self-reliant. He is able to work in groups and more often than not turn out to be the natural leader of the group. He is very respectful of others, he will only share what his life experiences have been and not his opinion unless expressly asked. . He is a pillar of strength in his family and community, and works to improve the situation of others around him. He believes that failure is not an option unless people make it one.
Overview
31
31
years of professional experience
10
10
years of post-secondary education
5
5
Certificates
4
4
Language
Work History
Senior Investment Advisor/Banking Specialist
Scotia Bank Terrebonne
Terrebonne, QC
05.2022 - 12.2022
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Business Development Manager
Manulife/Securities
Dorval, QC
11.2017 - 03.2018
- Recruitment of new advisors, Training of new advisors, Building new relations.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Generated new business with marketing initiatives and strategic plans.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Monitored market trends and competitor activities to identify areas of potential opportunity.
- Taught consultative selling techniques to new and existing staff members to build expertise.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Financial Security Advisor – Mutual Funds Representative
Investors Group / Montreal
Anjou, QC
12.2013 - 10.2016
- Recruitment of new advisors, Training of new advisors, Building relations with Insurance, Mutual
- Funds and Investment Companies
- Sales of personal Insurances
- Including, Life, Critical Illness, Mortgage, Invalidity etc
- Transfer and the sale of funds, placements, GIC's, RRSP's, RESP
- TFSA's
- Mutual funds Pension Plans, government and private, etc
- All financially related credit and loan applications and approvals.
- Worked effectively in fast-paced environments.
- Gained extensive knowledge in data entry, analysis and reporting.
- Self-motivated, with a strong sense of personal responsibility.
- Exercised leadership capabilities by successfully motivating and inspiring others.
Financial Security Advisor
Industrielle Alliance / Laval Rive Nord
Mascouche, QC
01.2011 - 01.2013
- Recruitment of new advisors, Training of new advisors, Building relations with Insurance, Mutual
- Funds and Investment Companies
- Sales of personal Insurances
- Including, Life, Critical Illness, Mortgage, Invalidity etc
- Transfer and the sale of funds, placements, GIC's, RRSP's, RESP
- TFSA's
- Pension Plans, government and private, etc
- All financially related
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- 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.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Executive Regional Vice-President
Arbonne International
Montreal, QC
06.2009 - 01.2012
- 1st Man in province of Quebec, 2nd man in Canada, to receive the amazing White Mercedes Benz
- Training, mentoring and insuring professional development through recognition and performance reviews
- Keep my sales team informed of performance and issues which may affect growth and profitability goals; provide input, advice and guidance to the organization
- Provide leadership, coaching, and/or mentoring to subordinate group and assist sales team recruit new customers and Associates
- Communicate effectively through multiple channels to include email, conference calls, webinars and one-on-one or large meeting groups and presentations
- Assist in the preparation of proposals, presentations, events and travel arrangements.
- Led operational team in development, rollout, and management of new product lines.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Spearheaded development and implementation of distributed organizational structure to increase efficiency.
Director of Operations
Assistance Voyages / Ensemble Travel
Montreal, QC
10.2002 - 11.2009
- All day to day operations, Business 2 Business sales, corporate and personal
- Government reports, including payroll
- Accounts payables + receivables,
- Human resources, marketing, supplier relations, promotions ect.) - Company financial analysis, Investments property management - Analyze all legal and regulatory documents pertaining to current standards - Collaboration with new consolidation groups to maximize revenues -Customer service, client satisfaction before & after Travel) - Lead a team of 25 employees to achieve their maximum potential, coaching
- And motivating them to a proper state of excellence
- All IT aspects, installation problem solving, maintenance and legal company compliances to the industry.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Defined, implemented, and revised operational policies and guidelines.
- Monitored budget and utilized operational resources.
- Achieved team goals through formalized training plans, coaching, and performance management.
- Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
- Oversaw day-to-day production activities in accordance with business objectives.
- Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
- Monitored and coordinated workflows to optimize resources.
Credit & Collections Manager
Point Zero
Montreal, QC
01.1997 - 07.2002
- Credit & Collections Management, for new and existing clients,
- Collecting on the telephone, letters, follow ups, etc
- Open and closing of retail stores
- All credit research on all applicants
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Developed credit models to assist in the credit decisioning process.
- Analyzed creditworthiness of loan applicants and determined credit risk of loan requests.
Director of Call Center
SITEL Canada
Montreal, QC
01.1992 - 01.1997
- All final decisions and reporting to President and
- The Board of Directors
- Sales Manager International accounts
- Supervisor-in Sales and Customer Service-Customer Service, Quality Assurance, Dept
- Of Credit-Telemarketing, cold calling
- Inbound - Outbound
- International business development, - Business 2 Business sales -Public Speaking, Coaching, Motivational conferences for sales development (Contract with Bell Canada) (Ford MasterCard) (Italcom-communications) (United Telecom)-,
- Responsible for all communications with all department heads and
- New customers who engage our services.
- Determined quality assurance benchmarks and set standards for improvement.
- Developed quality employees within call center to take over leadership positions.
- Established and oversaw performance targets for call center associates.
- Created clear and effective policies governing all aspects of employee work and interaction with customers.
- Collected and analyzed call center statistics, sales rates, costs, and customer service metrics.
- Provided real-time coaching, guidance and feedback to customer service agents to achieve development goals.
Education
HLLQP , Life & ACC & Invalidity & Group Insurance - Financial Services And Insurance
Real Estate And Mortgage Institute of Canada
North York,ON 03.2023 - 2023.03
Spécialisation-Directeur Financier - Financial & Credit Services
Summum Auto Formation
Repentigny, QC 12.2016 - 2017.01
Canadian Investment Funds Course - Permits NRD # 3047321
IFSE Institute
Mississauga, ON 11.2011 - 2012.01
Autorité Des Marches Financiers - Permit # 197245
University of Montreal
Montreal, QC 10.2010 - 2011.01
Business Motivation / Business Coaching - Business Motivation
Donald Trump University
New York, NY 01.2009 - 2009.01
Bachelor of Arts - Business Admin / Marketing
Concordia University
Montreal, QC 08.1992 - Current
Associate of Applied Science - Social Sciences and Business Admin
Dawson College
Montreal, QC 09.1989 - 1992.06
High School Diploma -
Laurier MacDonald Senior High School
Montréal, QC 09.1986 - 1989.06
Skills
Expert in financial portfolios and servicesundefined
Certification
ENGLISH —-FLUENT READING & WRITING EXPERT
Timeline
HLLQP , Life & ACC & Invalidity & Group Insurance - Financial Services And Insurance
Real Estate And Mortgage Institute of Canada
03.2023 - 2023.03
Senior Investment Advisor/Banking Specialist
Scotia Bank Terrebonne
05.2022 - 12.2022
Business Development Manager
Manulife/Securities
11.2017 - 03.2018
Spécialisation-Directeur Financier - Financial & Credit Services
Summum Auto Formation
12.2016 - 2017.01
Financial Security Advisor – Mutual Funds Representative
Investors Group / Montreal
12.2013 - 10.2016
Canadian Investment Funds Course - Permits NRD # 3047321
IFSE Institute
11.2011 - 2012.01
Financial Security Advisor
Industrielle Alliance / Laval Rive Nord
01.2011 - 01.2013
Autorité Des Marches Financiers - Permit # 197245
University of Montreal
10.2010 - 2011.01
Executive Regional Vice-President
Arbonne International
06.2009 - 01.2012
Business Motivation / Business Coaching - Business Motivation
Donald Trump University
01.2009 - 2009.01
Director of Operations
Assistance Voyages / Ensemble Travel
10.2002 - 11.2009
Credit & Collections Manager
Point Zero
01.1997 - 07.2002
Bachelor of Arts - Business Admin / Marketing
Concordia University
08.1992 - Current
Director of Call Center
SITEL Canada
01.1992 - 01.1997
Associate of Applied Science - Social Sciences and Business Admin
Dawson College
09.1989 - 1992.06
High School Diploma -
Laurier MacDonald Senior High School
09.1986 - 1989.06
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