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 -
Mutual Fund License -
Financial Planning 1 and 2 -
05.2022
LLQP - Life Insurance Qualifications Program -
12.2020
Certificate in General Arts and Sciences -
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,