Personal Finance and Investing
Jabin Thomas
Wealth Advisor
Scarborough,ON
Summary
MFDA-licensed Senior Wealth Advisor with expertise in GIC , mutual funds, and investment accounts , Skilled in building strong client relationships and delivering tailored financial solutions through both outbound and inbound channels. Committed to advancing as a Certified Financial Planner to provide comprehensive financial guidance that empowers clients to achieve their financial goals.
Overview
2025
2025
years of professional experience
2
2
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Senior Customer Care Advisor – Investments (MFDA)
Scotiabank
11.2021 - Current
- Proactively reach out to clients for GIC renewals and provide tailored investment solutions, ensuring clients maximize returns while meeting their financial goals.
- Assess client needs and offer suitable financial products, including mutual funds, TFSAs, and RRSPs, in compliance with MFDA regulations.
- Facilitate the setup and management of investment accounts, such as TFSAs and RRSPs, providing clients with seamless onboarding and account maintenance support.
- Collaborate with the inbound team during high-traffic periods to address client inquiries on investment products, account transactions, and general financial queries.
- Client Education and Relationship Building: Educate clients on investment options, guiding them toward financial literacy and fostering long-term relationships built on trust and transparency.
Financial Services Representative
Gatestone
7 2019 - 07.2020
- Contact customers via phone to remind them of overdue credit card payments and negotiate payment terms and establish repayment schedules.
- Persuade customers to pay outstanding debts while following company policies and legal guidelines.
- Work with customers to find mutually agreeable solutions, such as adjusted payment plans or offer hardship programs or extensions, if applicable, to help customers manage their debts.
- Maintain organized records of collection activities for reporting and auditing purposes.
Inside Sales Agent
Zedd customer solutions
08.2017 - 05.2018
- Managed inbound calls from clients seeking to activate their RBC credit cards, delivering prompt and professional service to ensure a smooth activation process.
- Leveraged opportunities to promote and sell credit card insurance, educating clients on its benefits and addressing questions to enhance client value and satisfaction.
- Established rapport with clients, fostering trust and enhancing the overall client experience by providing product insights and proactive support.
- Consistently met sales targets for credit card insurance, contributing to departmental goals and revenue generation.
Education
Post Graduated Diploma - Professional Sales And Marketing Management
Lambton College
Toronto, ON 05.2016 - 01.2018
Skills
Financial planning and Analysis
Investment knowledge
Mutual funds
Stock market understanding
Sales and Business Development
Compliance and Regulatory Knowledge
Digital proficiency
Remote communication skills
Certification
Canadian security course (CSC), 09/01/21
Interests
Economic and Market Trends
Financial Literacy Volunteering
Reading Business and Finance Books
Technology and Fintech
Timeline
Senior Customer Care Advisor – Investments (MFDA)
Scotiabank
11.2021 - Current
Inside Sales Agent
Zedd customer solutions
08.2017 - 05.2018
Post Graduated Diploma - Professional Sales And Marketing Management
Lambton College
05.2016 - 01.2018
Financial Services Representative
Gatestone
7 2019 - 07.2020