Jackson Macdonald
Fredericton,NB
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Mahdrid James
08.2022 - 04.2023
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Researched and evaluated potential investment products for clients.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Delivered strategic investment advice for individual and corporate clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Home Inspector
Chuk MacDonald
01.2017 - 03.2022
- Collaborated with real estate agents to facilitate timely inspections and clear communication of findings.
- Provided information about methods and materials to correct problems and bring construction in compliance with ordinances and codes.
- Identified indications of defective plumbing, leaks and resulting problems such as water damage and indications of hazardous mold arising from flooding or pooled water.
- Ensured compliance with local regulations by verifying permits when inspecting additions or modifications to properties.
- Supported positive word-of-mouth referrals with exceptional customer service throughout the inspection process.
- Documented recurrent issues and worked with contractors to prevent re-occurrence.
- Made and submitted reports detailing finding and any actions taken.
- Kept up-to-date on inspection regulations, codes, ordinances and techniques.
Education
Bachelor of Science - Thermal Imagery
FLIR Technologies
Burlington, ON05.2018
High School Diploma -
Fredericton High School
Fredericton, NB06.2012
Skills
- Certification in Risk Management Assurance (CRMA)
- Process Improvement
- Debt management
- Market forecasting
- Financial Forecasting
- Flexible Schedule
- Leadership and Coaching
- CPR Certified
- Reliable and Responsible
- BLS Certified
- Active Listening
- Dependable and Punctual
Languages
English
Native or Bilingual
Spanish
Professional Working
Timeline
Financial Advisor
Mahdrid James
08.2022 - 04.2023
Home Inspector
Chuk MacDonald
01.2017 - 03.2022
Bachelor of Science - Thermal Imagery
FLIR Technologies
High School Diploma -
Fredericton High School
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