Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
Jermaal Scott

Jermaal Scott

Windsor,ON
Everything negative - pressure, challenges - is all an opportunity for me to rise.
Kobe Bryant

Summary

Results-drive and experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.

Overview

12
12
years of professional experience

Work History

Finance Manager

Auto Canada - Audi Windsor
07.2023 - Current
  • Responsible for providing financing options to customers and ensuring accurate financial transactions
  • Integral part of the car sales process, enhancing overall customer experience and maximizing sales revenue.

Investment Funds Specialist

Bank of Montreal
06.2021 - Current
  • Proven track record of providing top-quality financial and investment advice
  • Skilled in developing comprehensive financial plans using various investment vehicles.

Associate Advisor

Sun Life Financial
10.2020 - 05.2021
  • Advised clients on financial planning, retirement planning, and investment products
  • Consistently exceeded sales targets and contributed to company growth.

Banking Advisor

Royal Bank of Canada
10.2015 - 10.2020
  • Recommended and implemented personalized financial solutions
  • Consistently achieved and exceeded sales targets, ensuring high customer satisfaction.

Co Manager

Foot Locker
02.2013 - 10.2015
  • Assisted in overseeing daily store operations and motivated a sales team
  • Implemented strategies to achieve sales targets and maintained store cleanliness.

Store Assistant/Manager

Lids
11.2011 - 02.2013
  • Oversaw all aspects of store operations and led a team of sales associates
  • Implemented sales strategies and promotions to drive revenue growth.

Education

CSI in Personal Financial Services Advice -

Canadian Securities Institute

Mutual Fund License -

Investment Funds In Canada, Windsor, ON

Financial Planning 1 and 2 -

Canadian Securities Institute
05.2022

LLQP - Life Insurance Qualifications Program -

Durham College
12.2020

Certificate in General Arts and Sciences -

St Clair College, Windsor, ON
01.2010

Skills

  • Performance Analysis
  • Financial Management
  • Financial Modeling
  • Budget Forecasting
  • Strategic Planning
  • Portfolio Management
  • Financial Budgeting
  • Customer Satisfaction
  • Financial Analysis

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Finance Manager - Auto Canada - Audi Windsor
07.2023 - Current
Investment Funds Specialist - Bank of Montreal
06.2021 - Current
Associate Advisor - Sun Life Financial
10.2020 - 05.2021
Banking Advisor - Royal Bank of Canada
10.2015 - 10.2020
Co Manager - Foot Locker
02.2013 - 10.2015
Store Assistant/Manager - Lids
11.2011 - 02.2013
Canadian Securities Institute - CSI in Personal Financial Services Advice,
Investment Funds In Canada - Mutual Fund License,
Canadian Securities Institute - Financial Planning 1 and 2,
Durham College - LLQP - Life Insurance Qualifications Program,
St Clair College - Certificate in General Arts and Sciences,
Jermaal Scott