Jacob Kord
Greater Sudbury,ON
Summary
Collaborative leader with a dedication to partnering with coworkers to promote an engaged, empowering work culture. Documented strengths in building and maintaining relationships with a diverse range of stakeholders in dynamic, fast-paced settings. Over 8 years of experience working in financial management and planning. Proven strengths in adapting to changing markets and developing personalized financial plans. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Independent Consultant
Self-Employed
05.2023 - Current
- Planned and executed sales events in both online and in-person formats.
- Researched latest market trends to provide current knowledge to clients.
- Oversaw a team of sales professionals, encouraging sales and training members on effective strategies.
- Conducted meetings with clients to determine project intent, requirements and budgets.
- Conducted thorough reviews of operations to devise and deploy improvement strategies.
- Reviewed internal systems and organized training plans to address areas in need of improvement.
Financial Planner
Scotia Global Wealth Management
01.2023 - 04.2023
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Developed recommendations specific to client's financial situation on variety of topics.
- Recommended specific investments to help clients meet financial goals.
Banking Centre Leader III
CIBC, Sault
02.2022 - 01.2023
- Manage a team of high performing financial services professionals working towards a shared goal - delivering an exceptional client experience - Hire, develop, and coach talent, inspiring them to perform at their best
- Help clients and team members succeed, finding ways to fuel the right kind of growth and accountability for results
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Investigated and resolved customer inquiries and complaints quickly.
Banking Centre Leader II
CIBC
03.2020 - 02.2022
- Led a team of high performing financial services professionals working towards a shared goal - delivering an exceptional client experience
- Hired, developed, and coached talent, inspiring them to perform at their best
- Helped clients and team members succeed, finding ways to fuel the right kind of growth and accountability for results
- Identified team weak points and implemented corrective actions to resolve concerns.
- Trained employees on Financial Services and assigned duties.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Led team by answering complex customer questions and mentoring personnel one-on-one.
Senior Financial Advisor
Scotiabank
12.2018 - 03.2020
- Taking a proactive approach to discovering my customer needs, listening to understand their needs
- Educating my customers, providing relevant insights and expert advice
- Nurturing strong, long-standing relationships
- Mentoring new advisors and providing assistance in their role
- Developing, retaining and growing the branch business by delivering against individuals and team sales goals that support a positive customer experience
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Financial Advisor
Scotiabank
10.2017 - 12.2018
- Providing a holistic approach to help my customers achieve their goals
- Developing, retaining and growing the branch business by delivering against individuals and team sales goals
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Advisor, Trainee
05.2017 - 10.2017
- Learning and understanding my customer needs, listening to their needs
- Listening and acting upon customer's financial needs in order to achieve their long-term goals
- Developing a strong network in the Sudbury finance community
- Building strong, long-standing relationships
Customer Service Representative
01.2017 - 05.2017
- Delivering the desired customer experience by consistently applying the Service Standards during all customerinteractions;
- Responding to customer inquiries or resolving customer concerns on the spot and/or escalating as appropriate
Assay Lab Technician
Wallbridge Mining
04.2014 - 10.2016
- Assisted in mine rock testing in the laboratory at Broken Hammer mine
- Maintained safe, tidy and organized laboratory environment for accurate test results.
Financial Service Representative
Primerica Canada
01.2013 - 01.2015
- Provided a holistic approach to financial planning
- Assisted numerous clients with their financial needs such as investments, insurance, and more
Education
CFP Designation - Financial Planning
FP Canada
Remote04.2022
RRC Designation, Canadian Institute -
Financial Planning
Canadian Investment Funds Course - undefined
IFIC Institute
Bachelor of Commerce - Finance
University of Ottawa
Ottawa, ONSkills
- Cross-Functional Team Management
- Complex Problem-Solving
- Interpersonal Communication Skills
- Client Correspondence
- Sales Leadership
- Sales Development
- Customer Service and Assistance
- Customer Loyalty
- Operational Standards
- Operational Efficiency
References
Available upon request.
Timeline
Independent Consultant
Self-Employed
05.2023 - Current
Financial Planner
Scotia Global Wealth Management
01.2023 - 04.2023
Banking Centre Leader III
CIBC, Sault
02.2022 - 01.2023
Banking Centre Leader II
CIBC
03.2020 - 02.2022
Senior Financial Advisor
Scotiabank
12.2018 - 03.2020
Financial Advisor
Scotiabank
10.2017 - 12.2018
Financial Advisor, Trainee
05.2017 - 10.2017
Customer Service Representative
01.2017 - 05.2017
Assay Lab Technician
Wallbridge Mining
04.2014 - 10.2016
Financial Service Representative
Primerica Canada
01.2013 - 01.2015
CFP Designation - Financial Planning
FP Canada
RRC Designation, Canadian Institute -
Financial Planning
Canadian Investment Funds Course - undefined
IFIC Institute
Bachelor of Commerce - Finance
University of Ottawa
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