Jakob Slavec
Maple,ON
Summary
Dynamic Wealth Services Manager with expertise in financial analysis, investment strategy, and client consultation. Proven track record of achieving substantial asset growth and enhancing portfolio performance through tailored investment strategies.
Overview
43
43
years of professional experience
Work History
Wealth Services Manager
Moya Financial/Krek Credit Union
12.2011 - 12.2025
- Implemented tailored investment strategies, achieving substantial asset growth for clients and elevating portfolio performance.
- Conducted in-depth financial analyses, providing actionable insights that guided clients' investment decisions and improved outcomes.
- Fostered strong client relationships through regular consultations, enhancing trust and leading to increased client retention.
- Analyzed market trends to refine investment strategies, enabling clients to capitalize on emerging opportunities and achieve noticeable gains.
- Provided mentorship to team members, cultivating a collaborative environment that encouraged professional growth and knowledge sharing.
- Leveraged financial modeling tools to assess investment risks, driving informed decisions that led to marked improvements in client portfolio resilience.
Mortgage Specialist
Centum One
Markham, Ontario
04.2008 - 12.2011
- Advised clients on mortgage products and terms suitable for their needs.
- Conducted financial assessments to recommend suitable mortgage solutions.
- Provided personalized loan options to meet clients' financial needs.
Mortgage Specialist
CIBC
01.2006 - 04.2008
- Assisted 7 branches in the Danforth Avenue for their most complicated mortgage applications
- Evaluated credit profiles to determine loan eligibility and mortgage options
- Assisted clients with mortgage applications and documentation requirements.
Personal Investment Advisor
PFSL Investments
09.1999 - 2006
- Developed customized financial plans to meet client goals.
- Conducted regular reviews of client portfolios for performance evaluation.
- Educated clients on various investment products and services available.
- Advised clients on investment strategies and portfolio management.
Investment Trader/Analyst
Fortune Financial
03.1995 - 06.1999
- Executed trades in stocks, bonds, options and futures contracts using electronic trading platforms.
- Analyzed market data, news reports, financial statements, and other relevant information to assess potential investments.
- Collaborated with other analysts to evaluate investment opportunities and potential returns.
Account Executive
Clouston Foods Canada Ltd.
Woodbridge, Ontario
09.1982 - 02.1995
- Brokerage company that employed Sales, marketing and distribution of companies' products in the retail and foodservice marketplaces. Provided these services for companies such as Tetley Tea, Smuckers Jam, Crystal Spring Water, etc.
- Brand manager for several clients acting as a liaison between client company and brokerage network
- Sales to major food retail chains, Dominion, Loblaws, Miracle Food Mart, etc.
- Analyzed customer data and worked to develop targeted campaigns to maximize sales and distribution
Education
BBA - Economics
York University
Skills
- Financial analysis
- Portfolio management
- Risk assessment
- Investment strategy
- Client consultation
- Customer relationship management
- Team leadership
Additional information
Speak conversational Slovenian, originally born in Slovenia
Director on the Board of Slovenski Dom from 2011 to 2021
Organizer of the longest running Slovenian Golf Tournament in Canada "The Slovenian Open" continuously running from 1979 to the present
Timeline
Wealth Services Manager
Moya Financial/Krek Credit Union
12.2011 - 12.2025
Mortgage Specialist
Centum One
04.2008 - 12.2011
Mortgage Specialist
CIBC
01.2006 - 04.2008
Personal Investment Advisor
PFSL Investments
09.1999 - 2006
Investment Trader/Analyst
Fortune Financial
03.1995 - 06.1999
Account Executive
Clouston Foods Canada Ltd.
09.1982 - 02.1995
BBA - Economics
York University