Jack Meek
Windsor Junction,Canada
Summary
Energetic Financial Security Advisor at iA Financial Group, with a proven track record in financial analysis and client relationship management. Adept at generating qualified leads and implementing tailored investment and insurance strategies. I excel in fostering trust and delivering exceptional service, ensuring clients achieve their financial goals effectively.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Security Advisor
iA Financial Group
, NS
04.2024 - Current
- My duties as a financial security advisor include generating qualified leads, building relationships with families, communities, and business owners, conducting a financial needs analysis with clients, analyzing the clients' risks, shortfalls, current coverages, and investments, learning about their goals, advising, and implementing solutions based on their unique situations, and managing relationships.
Park Attendant/General Maintenance Worker
Laurie Park
Wellington, NS
05.2022 - 09.2023
- Managed infrastructure, vehicle, grounds, and equipment maintenance while ensuring exceptional customer service relations.
Produce Clerk, Produce Dept.
Sobey’s
Fall River, NS
01.2017 - 06.2023
- Maintained produce floor by ensuring freshness, cleanliness, and visual appeal.
Provided regular customer service assistance to enhance shopping experience.
Finance Tutor
Acadia University
Wolfville, NS
01.2023 - 04.2023
- Educated students on fundamentals of corporate finance, focusing on NPV and investment criteria.
Facilitated understanding of equivalent annual cost and dividend policy concepts.
Guided students through practical applications in corporate finance scenarios.
Camp Counsellor
WJCC
Windsor Junction, NS
07.2019 - 08.2021
- Oversaw and organized activities for groups of 15-30 children aged 5 to 12 years.
Education
LLQP -
Durham College
Oshawa, None02-2024
Bachelor of Business Administration - Finance
Acadia University
Wolfville, NS12-2023
Grade 9-12 Academic French immersion -
Lockview High School
Fall River, NS06-2019
Skills
- Reliable
- Financial analysis
- Risk assessment
- Client relationship management
- Financial needs analysis
- Investment strategies
- Customer service
- Problem solving
- Effective communication
- Team collaboration
- Sales techniques
- Time management
- Personal finance
- Insurance product knowledge
- Regulatory compliance
- Lead generation
- Task prioritization
- Advising on investments
- Problem-solving
- Consultative selling
- Client relations
- Sales skills
- Ethical standards
- Reliability
- Financial services
- Proficient in Microsoft Word, Excel, PowerPoint
- Proficient in other web-based applications
- Crtitical thinking
Training
- Workplace Harassment and Bullying
- Workplace Health and Safety
- Workplace Ethics
- Customer Service Training
- Supervision Training
- Occupational Health and Safety Act and Regulation
- Regulatory and Compliance Training
- Protecting Sensitive Information Training
- Sales Training
Certification
- CFA level 1 candidate
- Nova Scotia life insurance, accident and sickness license
- Delf Certificate
Affiliations
- Volunteer hockey coach at lockview high school
Accomplishments
- Acadia University Dean's List (GPA > 3.7) - 2022-2023
- Fidelity Investments Scholar Bursary ($2000 award) - 2023
- Sackville Blazers jr. b hockey club "Blazer of the Year" award - 2022-2023
- Sackville Blazers jr.b hockey club "John Gray Bursary" in recognition of exellence and leadership - 2022-2023
- Tom Myketyn $1000 Bursary - 2019
- NSHSHL $500 Bursary - 2019
- Lockview Dragons high school hockey team MVP, Heart award, Rookie of the Year - 2017-2019
Languages
English
Native/ Bilingual
French
Limited
References
References available upon request.
Timeline
Financial Security Advisor
iA Financial Group
04.2024 - Current
Finance Tutor
Acadia University
01.2023 - 04.2023
Park Attendant/General Maintenance Worker
Laurie Park
05.2022 - 09.2023
Camp Counsellor
WJCC
07.2019 - 08.2021
Produce Clerk, Produce Dept.
Sobey’s
01.2017 - 06.2023
LLQP -
Durham College
Bachelor of Business Administration - Finance
Acadia University
Grade 9-12 Academic French immersion -
Lockview High School
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