Hamin Lim
Port Coquitlam
Summary
Experienced and passionate Certified Financial Planner with over 11 years of expertise in financial planning and wealth management, including over 3 years in a management role within the telecommunications sector. Proven track record in leading top-performing teams and enhancing client satisfaction. Aspiring to leverage strong leadership, analytical skills, innovative thinking, and client-centric approach to lead and grow a team of Certified Financial Planners, delivering high-quality, comprehensive financial planning at scale.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Planner & Investment Specialist
Scotiabank
10.2022 - Current
- Leveraged comprehensive financial planning services using Navi Plan (Financial Planning software), to develop and recommend wealth management solutions that are aligned to client's unique goals and circumstances.
- Utilized Salesforce to analyze activity metrics to performance and optimize workflow management.
- Prospected new clients and retained existing clients through proactive outreach and marketing campaigns.
- Established and deepened client relationships by putting client's best interest first while acting with integrity and professionalism to provide meaningful advice and become first point of contact related to their finances.
- Facilitate clients' decision making by providing expert guidance in retirement planning, investment planning, education planning, estate planning, cashflow analysis, debt management and tax planning.
- Collaborated with partners to ensure comprehensive suite of financial services was offered to clients.
Financial Planner
BMO Financial Group
05.2021 - 10.2022
- Leveraged comprehensive financial planning services using BMO WealthPath (Financial Planning software), to develop and recommend wealth management solutions that are aligned to client's unique goals and circumstances.
- Managed approximately 250 clients with $50M AUM.
- Prospected new clients and retained existing clients through proactive outreach and marketing campaigns.
- Established and deepened client relationships by putting client's best interest first while acting with integrity and professionalism to provide meaningful advice and become first point of contact related to their finances.
- Collaborated with partners to ensure comprehensive suite of financial services was available to clients.
- Facilitate clients' decision making by providing expert guidance in retirement planning, investment planning, education planning, estate planning, cashflow analysis, debt management and tax planning.
- Ranked top 21st Financial Planner, nationally in 2022 fiscal year.
Financial Advisor
TD Canada Trust
06.2018 - 03.2021
- Presented banking, lending and investment products to provide solutions to clients based on needs.
- Positively impacted clients by identifying opportunities beyond their initial need.
- Identified opportunities to involve other professionals when necessary by utilizing other departments within company such as private wealth management, financial planning and commercial lending to enhance customer experience for high net worth clients.
- Utilized leads to seek business opportunities for new and existing clients.
- Collaborated with front line staff to share tips on identifying investment opportunities converting them into referrals.
- Partnered with businesses in Immigration consulting and International studies, to hold information seminars for newcomers to Canada.
- Utilized Salesforce to analyze activity metrics to performance and optimize workflow management.
Financial Advisor
SMG Advisors Inc.
01.2013 - 03.2018
- Identified client's financial needs through financial needs analysis on regular day basis to present clients with solutions best suited to their situation.
- Utilization of segregated funds and life and sickness insurance products to provide clients with financial advice most suitable to their needs and circumstances.
- Coaching of trainees to provide feedback and share best practices related to prospecting, financial analysis and investment/insurance solutions.
- Attendance in networking events and self prospecting through cold and warm calls to set up meetings with prospects and clients.
- Winner of SMG top performers award Q3 2014, Q4 2014 and Q3 2015.
Dual Brand Manager
Skynet/Kinetic Wireless (Fido/Rogers Dealer)
10.2013 - 03.2017
- Lead and grew team of sales representatives to become top producers.
- Provided ongoing coaching and feedback through effective communication.
- Coordinated marketing events and organized advertisements to increase customer traffic and drive revenue.
- Boosted product sales with innovative promotional strategies and attractive packaging designs.
- #1 store for device insurance sales 2014, 2015, 2016
- Top Manager Award August 2015, April 2016, October 2016, November 2016
- Winner of Samsung Contest 2015 and LG Contest 2015 and 2016 for highest units sold in company.
- 2 nd place in District in Performance, New Activations, Revenue and Gross Profit in 2014.
- Awarded top store in Gross Profit and Accessory sales in company Q3 of 2016.
- Rogers and Samsung 2017 Platinum Club Award for outstanding sales achievement.
Education
Associate of Arts - Psychology (Uncompleted)
Douglas College Institute
Coquitlam & New WestminsterCertification
• Life License Qualification Program (LLQP)
• Investment Funds In Canada (IFIC)
• Certified Financial Planner (CFP)
Community Involvement
Korean Heritage Festival , Booth Team , 08/2008
• Set up chairs and tables needed for the festival and organized events.
Children's Festival , Volunteer , 08/2008
• Taught children how to play and make traditional Korean games and toys.
Korean Heritage Festival, Jim Pattison Hyundai Coquitlam, 08/2011
• Organized and participated in a marketing event to promote the Hyundai and Jim Pattison Auto Group.
St.Andrew Kim's Parish Golf Event, Jim Pattison Hyundai Coquitlam, 10/2011
• Organized and participated in a networking event to promote the Hyundai and Jim Pattison Auto Group.
Vancouver International Auto Show, Jim Pattison Hyundai Coquitlam 03/2012
• Participated in promoting the Hyundai brand.
H-Mart Event, Jim Pattison Hyundai Coquitlam, 03/2012
• Organized and participated in an event with H-mart to promote Hyundai & Jim Pattison Auto Group.
Korean Heritage Festival 08/2016 & 08/2018
• Organized and participated in setting up the Fido & Rogers booth to promote the related brands.
• Participated in showing TD's involvement within the community.
Kaleidoscope Arts Festival, TD Canada Trust, 08/2018
• Volunteered to promote TD's involvement in the community.
IGE Seminar for Newcomers to Canada, TD Canada Trust 2019
• Held seminars to provide newcomers to Canada with information related to finances and banking.
Camp Korea, C3 Korean Canadian Society 2019 & 2022
• Camp for Korean/Canadian children to provide cultural experiences & develop community presence.
References
References Available Upon Request.
Timeline
Financial Planner & Investment Specialist
Scotiabank
10.2022 - Current
Financial Planner
BMO Financial Group
05.2021 - 10.2022
Financial Advisor
TD Canada Trust
06.2018 - 03.2021
Dual Brand Manager
Skynet/Kinetic Wireless (Fido/Rogers Dealer)
10.2013 - 03.2017
Financial Advisor
SMG Advisors Inc.
01.2013 - 03.2018
Associate of Arts - Psychology (Uncompleted)
Douglas College Institute
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