Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
References
Timeline
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Frank Santo

Frank Santo

Montreal,QC

Summary

With over four years of experience in the finance and banking environments, I have acquired the tools necessary to recognize success as a results-driven individual known for high productivity, efficient task completion, and exceptional customer service. I am passionate about the financial investment landscape, client relationship building, and excel at communication, problem-solving, and adaptability, ensuring top performance in fast-paced financial environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Investment Representative

Scotia iTRADE
01.2024 - Current
  • Supported clients with self-directed trades in equities, ETFs, mutual funds, options, and fixed income products.
  • Provided compliant guidance on account types, platform use, and investing concepts.
  • Resolved trade execution issues, escalations, and account discrepancies with a client-focused approach.
  • Maintained average of 27 client calls daily, exceeding performance and quality standards consistently.

Finance Supply Management

Pratt&Whitney Canada
05.2022 - 12.2023
  • Monitored and cleared aging accounts receivable and payable to ensure optimal cash flow.
  • Controlled payment terms with suppliers to enhance financial efficiency.
  • Reported on key performance indicators for Finance Supply Management team.
  • Prepared comprehensive financial reports to support strategic decision-making.

Client Services Manager

Caisse Populaire Desjardins
09.2021 - 05.2022
  • Resolved customer inquiries and complaints efficiently to enhance service quality.
  • Monitored team performance metrics, ensuring alignment with customer service and sales goals.
  • Trained new staff members on customer service protocols to ensure consistent delivery.
  • Balanced general ledger accounts while managing cash supply effectively.

Bank Teller

Caisse Populaire Desjardins
06.2021 - 09.2021
  • Achieved sales in credit card, home, automobile, and life insurance products.
  • Delivered exceptional customer service by addressing inquiries and resolving complaints.
  • Processed transactions efficiently to enhance customer experience.
  • Educated customers on available banking services at the branch.

Education

Bachelor of Commerce - Major in Finance

Concordia University – John Molson School of Business
12-2024

DEC - Social Science – International Business Studies Profile

Dawson College
12.2019

High School Diploma - Enriched Bilingual Collegiate Program

Vincent Massey Collegiate
05.2017

Skills

  • Microsoft Office Tools
  • ThompsonOne
  • Broadridge ADP
  • SAP ERP
  • Social Media Platforms

Certification

  • Derivatives Fundamentals and Options Licensing (DFOL) Jun 2025
  • Canadian Securities Course (CSC) Sep 2024
  • Conduct and Practices Handbook (CPH) Sep 2024
  • Registered Representative recognized by CIRO in Dec 2024

Languages

English
Native/ Bilingual
French
Native/ Bilingual
Italian
Professional

Accomplishments

  • Diamond Award winner with iTRADE in Q3 2024 and first-half Q1 & Q2 2025, recognized for outstanding customer service, compliance and productivity

References

References available upon request.

Timeline

Investment Representative

Scotia iTRADE
01.2024 - Current

Finance Supply Management

Pratt&Whitney Canada
05.2022 - 12.2023

Client Services Manager

Caisse Populaire Desjardins
09.2021 - 05.2022

Bank Teller

Caisse Populaire Desjardins
06.2021 - 09.2021

Bachelor of Commerce - Major in Finance

Concordia University – John Molson School of Business

DEC - Social Science – International Business Studies Profile

Dawson College

High School Diploma - Enriched Bilingual Collegiate Program

Vincent Massey Collegiate

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Frank Santo