FRANCESCA CORSO
Montreal,QC
Summary
Investment professional prepared for a pivotal role in wealth management. Proven track record in financial analysis, portfolio management, and market research. Strong focus on team collaboration and delivering results. Adaptable, reliable, and skilled in risk assessment, investment strategies, but above all, in building strong and long-lasting client relationships.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Investment Associate
RBC Dominion Securities
11.2021 - Current
- Responsible for all client transactions as well as fiscal planning strategies, development of marketing/reporting materials, and monitoring risk and performance.
- Developed strong client relationships, resulting in an expanded client base and increased assets under management. (75% increase in AUM since I joined the team)
- Ensured proper and timely account management whilst ensuring client's concerns and requests are treated with the upmost level of care.
- Optimized portfolio diversification through strategic asset allocation recommendations.
- Managed risk effectively by implementing robust risk tracking and management practices across the investment process.
- Ensured regulatory compliance by maintaining detailed documentation of investment decisions and transactions.
- Built a strong network of industry contacts that facilitated access to valuable market insights and exceptional deal flow.
- Evaluated potential investment opportunities, identifying key risks and opportunities for growth.
- Prepared presentations, data tables, pitchbooks and other marketing materials documents for client and prospect meetings.
Investment Services Representative, Supervisor, and Coach
RBC Direct Investing
09.2019 - 11.2021
- Ensured proper and timely client account management
- Provided support and educated clients on investment products, account types and fiscal considerations.
- Responsible for trade execution and monitoring orders: equities, derivatives, fixed income securities and precious metals
- Provided technology and trading platform support
- Served as a mentor to junior team members, sharing knowledge and expertise in order to foster professional growth within the team environment.
Operations Supervisor
Shoppers Drug Mart
07.2017 - 09.2019
- Ensuring the well-functioning of all departments (customer service, cosmetics department, laboratory, and office)
- Supervising over 40 employees
- Training new cashiers and staff
Hostess
BBW International
03.2015 - 06.2018
- Registering attendant and brand ambassador for multiple conferences and corporate events in Toronto and Montreal
Part Time Customer Service Representative
Greenwich Associates
06.2013 - 03.2016
- Within an independent research company that provides services to banking and financial institutions
Education
Bachelor of Commerce - Finance, Accounting (Financial Reporting)
John Molson School of Business / Concordia University
Montreal, QC12.2019
Diploma - Social Sciences
Cégep: Dawson College
Montreal, QCSkills
- Excel, Word, PowerPoint
- Salesforce, FactSet & Bloomberg
- Investment performance analysis & risk monitoring
- Financial planning
- Problem resolution
- Effective multitasking
- Customer relationship development
- Portfolio management
- Process monitoring and improvement
Websites
Certification
- CSC 1 & 2 + CPH
- DFOL
- CFA level 1 candidate (awaiting exam results)
Languages
English
Native or Bilingual
French
Native or Bilingual
Spanish
Native or Bilingual
Italian
Limited Working
Interests
- Passionate about balancing physical health with mental and emotional wellness
- Exploring various forms of art, such as painting, drawing, and dancing, to nurture creativity and personal growth
- I enjoy cooking for friends and family gatherings, as well as discovering new foods and flavors
Timeline
Investment Associate
RBC Dominion Securities
11.2021 - Current
Investment Services Representative, Supervisor, and Coach
RBC Direct Investing
09.2019 - 11.2021
Operations Supervisor
Shoppers Drug Mart
07.2017 - 09.2019
Hostess
BBW International
03.2015 - 06.2018
Part Time Customer Service Representative
Greenwich Associates
06.2013 - 03.2016
Bachelor of Commerce - Finance, Accounting (Financial Reporting)
John Molson School of Business / Concordia University
Diploma - Social Sciences
Cégep: Dawson College
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