Years of professional experience in CANADA.
Gabrielle Gildea
Cantley,Quebec
Summary
Accomplished Financial Services Professional (Financial Planner of Investment and Retirement Planning.) with past 16 years in Retail Banking and prior to that at a Brokerage. Solutions orientated, successful at impacting business growth and client retention. Works effectively independently and as part of a team. Enjoys a fast-paced environment. Consistently delivers exceptional client experiences.
Overview
17
17
Work History
F.P. Investment and Retirement Planning
BMO Bank Of Montreal
03.2022 - Current
- Work with portfolio of high value clients ranging in value from $ 75,000. to 10 million.
- Build customized Financial Plans.
- Provide complete Financial Service Support and Advise from identifying gaps, errors, short comings to helping solve legacy planning issues, complicated extended family issues, cash flow management and investment Management.
- And Refer clients to relevant specialists if required.
- Monitor, manage and develop investment portfolios
- Develop and present detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies
- Handled financial transactions worth over $ 1 000 000
F.A.I.R. Advisor.(Investment and Retirement Plans)
Scotiabank
12.2009 - 02.2022
- One of only 27 Nationwide chosen to lead new pilot F.A.I.R project.
- Position that is now firmly grounded with over 240 F.A.I.R. advisors and system restructured to accommodate role.
- Interview clients to determine each person's unique situation
- Collect information required to conduct thorough financial analysis, identify financial objectives and engineer financial plans with short term, intermediate and long-term objectives
- Profile and analyze investment products required to achieve customized financial objectives.
- Identify problem areas within portfolios and suggest risk appropriate solutions
- Set client expectations
- Coach new team members to apply due diligence procedures, understand regulatory procedures and on financial planning techniques and tools
- Refer clients to business partners and associates where appropriate
- Continue education on new banking products and services and Financial Industry requirements
- 2009-2018 still at Scotia bank: Work as Senior Financial Advisor in various capacities as Scotia evolved Advice Planning Process, now known as Advice Plus
- Started with focus on mutual funds only and frequently awarded Best of Best recognition as well as exceptional mutual fund sales
- Highest sales for individual rep
- Then required to deal in credit and acquire mortgage sales skills which involved learning about credit application processes and credit compliance until promoted to pilot new F.A.I.R
- BNS Accomplishments
- Promoted to pilot the new F.A.I.R Position.
- Top Individual Achiever in District
- .Awarded Best of the Best title for 7th time.
Investment Broker
Edward Jones
04.2006 - 01.2009
- Cold canvassing door to door for new business
- Assessed client's financial needs and developed strategic financial planning solutions
- Used investment instruments in complex situations and traded with various types of bonds, mutual funds, ETF's and stocks
- Collaborated with compliance department to eliminate procedural errors
- Selected investments based on quantitative and qualitative analysis of stock performance
- Hosted investment seminars and reported on economic trends and research
Education
B.A. - B.A.
UCT
Cape Town R.S.A.Honors Degree - Psychology
U.N.I.S.A.
Pretoria. R.S.A.C.I.M. (Chartered Investment Manager) - Portfolio Management
C.S.I.
F.P. (Financial Planner.) - Financial Planning Services
C.I.F.P.
TorontoCertificate in Retirement Strategies. -
C.S.I.
Moody's Small Business Banking Certificate. -
C.S.I.
Skills
- Analytical
- Detail orientated (Curious)
- Solid grasp of Securities regulations
- Passionate about Markets
- Proficient learner
- Solutions focused
- Skilled communicator
- Driven by values
Timeline
F.P. Investment and Retirement Planning
BMO Bank Of Montreal
03.2022 - Current
F.A.I.R. Advisor.(Investment and Retirement Plans)
Scotiabank
12.2009 - 02.2022
Investment Broker
Edward Jones
04.2006 - 01.2009
B.A. - B.A.
UCT
Honors Degree - Psychology
U.N.I.S.A.
C.I.M. (Chartered Investment Manager) - Portfolio Management
C.S.I.
F.P. (Financial Planner.) - Financial Planning Services
C.I.F.P.
Certificate in Retirement Strategies. -
C.S.I.
Moody's Small Business Banking Certificate. -
C.S.I.
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