Summary
Overview
Work History
Education
HOBBIES
Certification
Timeline
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Frans Badenhorst

Frans Badenhorst

Abbotsford,BC

Summary

Experienced finance professional with demonstrated history of relationship management and delivery of results.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Business Banking Advisor

First West Credit Union
Abbotsford, British Columbia
06.2023 - Current
  • Analyze financial statements to underwrite business credit applications
  • Structure and finalize secured and unsecured business loans, mortgages, and operating lines of credit accounts
  • Maintain and build customer relationships by managing a book of 500+ customers

Senior Financial Advisor

Scotiabank
Red Deer, Alberta
01.2023 - 05.2023
  • Performed credit applications for retail lending products including mortgages, loans, lines of credit accounts
  • Created and presented financial plans including retirement plans, in-retirement plans, cash flow analysis and education savings plans
  • Grew assets under management through referrals and new business opportunities

Financial Advisor

First West Credit Union
Abbotsford, British Columbia
11.2020 - 12.2022
  • Interview members to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans; currently, administer a $500,000 member investment portfolio.r investment portfolio
  • Consult with members to assess and meet short- and long-term financial goals
  • Collaborate with senior financial advisors and wealth planning specialists to formulate investment and retirement plans for high net worth members

Education

Graduate Certificate - Human Resource Management

Red Deer College
Red Deer
08-2018

Bachelor of Arts - Political Science

University of Calgary
Calgary, AB
06-2017

HOBBIES

  • Hiking, cycling, and tennis
  • Music festivals

Certification

  • Investment Funds in Canada
  • Personal Financial Services Advice
  • Financial Planning 1
  • Financial Planning 2 (in progress)
  • Commercial Banking & Credit Analyst (CBCA)
  • Financial Planning & Wealth Management (FPWMP)

Timeline

Business Banking Advisor

First West Credit Union
06.2023 - Current

Senior Financial Advisor

Scotiabank
01.2023 - 05.2023

Financial Advisor

First West Credit Union
11.2020 - 12.2022

Graduate Certificate - Human Resource Management

Red Deer College

Bachelor of Arts - Political Science

University of Calgary

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Frans Badenhorst