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
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
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