Emily Brown
Whitby,ON
Summary
Enthusiastic 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.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
03.2019 - Current
- Met with clients to discuss various financial matters and professional recommendations on investment opportunities, retirement planning and products and services based on each clients' individual needs.
- Helped individuals and families with preparing financial plans and executing wealth management strategies based on unique goals and objectives using mutual funds, stocks, bonds and GIC's to customize and diversify their portfolio.
- Informed clients of strategies for reducing debt and maximizing savings.
- Performed needs analysis with clients to obtain information required to make appropriate health insurance product recommendations for life, critical illness and disability insurance.
- Created business plans and identified target customers by interacting on the phone, in person and LinkedIn while handling basic inquiries and providing quotes.
Administrative Assistant
Investors Group
04.2017 - 10.2018
- Supported two Senior Financial Advisors through personal document management, calendar organization and collateral preparation for meetings.
- Scheduled office meetings and client appointments for the advisors.
- Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors.
Teaching Assistant, Financial Institutions
Ontario Tech University
01.2017 - 04.2017
- Participated in professional development opportunities.
- Tutored struggling students individually and in small groups to reinforce learning concepts.
- Supported instructor with test administration, curriculum development and assignment grading.
Education
Bachelor of Commerce - Finance
Ontario Tech University
Oshawa, ON04.2018
Skills
- Investment Planning
- Insurance Decisions
- Tax Law Expertise
- Mutual Fund and Stock Market Understanding
- 10 Years of Experience in Customer Service
- Relationship Building and Management
- Wealth Management
- Retirement Needs
Certification
- WME (Wealth Management Essentials)
- CSC (Canadian Securities Course)
- CPH (Conduct and Practices Handbook Course)
- LLQP (Life License and Qualification Program)
Timeline
Financial Advisor
Edward Jones
03.2019 - Current
Administrative Assistant
Investors Group
04.2017 - 10.2018
Teaching Assistant, Financial Institutions
Ontario Tech University
01.2017 - 04.2017
Bachelor of Commerce - Finance
Ontario Tech University
Similar Profiles
Kenneth DiamondKenneth Diamond
Financial Advisor at Edward JonesFinancial Advisor at Edward Jones
Reed BowlingReed Bowling
Branch Office Administrator at Edward JonesBranch Office Administrator at Edward Jones
NICOLE K. GALLIMORENICOLE K. GALLIMORE
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones
Jessica MendietaJessica Mendieta
Operations Generalist at EDWARD JONESOperations Generalist at EDWARD JONES
MICHAELA INNESMICHAELA INNES
Perioperative Registered Practical Nurse at Markham Stouffville HospitalPerioperative Registered Practical Nurse at Markham Stouffville Hospital