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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