John Smith
Vancouver ,BC
Summary
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures. Seasoned Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to satisfying customers. 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.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Bank Of Canada
Toronto , ON
02.2020 - Current
- Boosted sales by 30% and exceeded sales target by employing consultative sales tactics and superior customer care.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Bank Clerk
Bank Of Canada
Toronto, ON
01.2014 - 01.2020
- Used data entry skills to accurately document and input statements.
- Responded to customer concerns and questions on daily basis.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Processed vendor and supplier payments on weekly basis.
- Completed timely and efficient administrative functions, including receiving and sorting mail, preparing packages for delivery and scanning documents.
Education
MBA - Financial Management
University Of Toronto
Toronto ON06.2012
Skills
- Retirement needs
- Insurance decisions
- Stock market understanding
- Mutual funds
- Investment planning
- Relationship building and management
- Financial planning
Accomplishments
- Supervised team of 20 staff members.
Timeline
Financial Advisor
Bank Of Canada
02.2020 - Current
Bank Clerk
Bank Of Canada
01.2014 - 01.2020
MBA - Financial Management
University Of Toronto
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