Jibin Jiji Mathew, QAFP, RIS
Financial Services Representative
Sarnia,ON
Summary
Skilled Financial Services Representative with experience in advising clients regarding Mutual Funds Investments, Life & Health Insurance and Vehicle Financing needs. Possesses experience in advising clients from a Financial Planning standpoint by addressing their needs through Retirement Planning, Budget Planning, Financial Management and Risk Management & Mitigation strategies. Currently possess the Qualified Associate Financial Planner™ and the Responsible Investment Specialist certifications along with Mutual Funds Investments and Life Insurance licenses.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
Work History
Financial Services Representative
Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)
Sarnia, ON
05.2021 - Current
- Consulting with potential and existing investors to assess their objectives and discuss optimal investing strategies.
- Ensuring the completion of applications and forms for investments
- Monitoring investment portfolios and maintaining constant contact with clients to ensure a fruitful relationship.
- Recommending life and health insurance products based on the needs of the client, upon conducting a thorough needs analysis.
- Carrying out marketing calls and meeting with current and prospective clients for life and health insurance needs.
- Advising and providing clients with products and services for vehicle financing.
- Assisting clients in budget planning, debt management and other financial management activities.
Financial Services Assistant (Co-op)
Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)
Sarnia, ON
12.2020 - 04.2021
- Completed applications and forms for current and prospective investments clients for Mutual Funds.
- Maintained a fruitful and professional relationship with existing clientele and informed them about their portfolio performance.
- Reviewed Life & Living Benefits policy applications for errors and liaised with underwriters to facilitate a quick completion of the underwriting and associated application processes.
Customer Fulfillment Associate
Walmart Canada
Sarnia, ON
04.2020 - 01.2021
- Picked up customer orders that were placed online.
- Moved boxes and organized aisles to open up floor space and enable forklift operators to move freely through the staging area.
- Prepared orders by processing requests, pulled materials from warehouse, packed boxes and prepared shipments.
- Checked inventory and selected products from specific locations based upon availability.
Finance Department Intern
DHL Global Forwarding & Co. L.L.C.
Muscat, Sultanate Of Oman
05.2018 - 04.2019
- Developed and analyzed budgets and carried out financial statement analysis.
- Assisted in the preparation and execution of account reviews.
- Carried and supervised Inter-Company transactions.
- Conducted quarterly reviews with the finance teams and the Chief Financial Officer.
Education
Graduate Certificate - Financial Planning & Wealth Management
Lambton College of Applied Arts And Technology
Sarnia, ON 09.2019 - 04.2021
Bachelor in Commerce (Honours) - Finance & Investment
Christ (Deemed To Be University)
Bengaluru, India 06.2015 - 05.2018
Skills
Strong ability to work in high-stress environments
undefinedCertification
Qualified Associate Financial Planner™ (QAFP) - FP Canada
Declaration
I solemnly declare that all the information provided above is true to the best of my knowledge and belief.
Timeline
Qualified Associate Financial Planner™ (QAFP) - FP Canada
03-2022
Responsible Investment Specialist (RIS) - Responsible Investment Association
11-2021
Financial Services Representative
Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)
05.2021 - Current
Life License Qualification Program (LLQP) - Financial Services Regulatory Authority (Ontario)
02-2021
Financial Services Assistant (Co-op)
Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)
12.2020 - 04.2021
Investment Funds in Canada (IFC) - Canadian Securities Institute
08-2020
Customer Fulfillment Associate
Walmart Canada
04.2020 - 01.2021
Graduate Certificate - Financial Planning & Wealth Management
Lambton College of Applied Arts And Technology
09.2019 - 04.2021
Finance Department Intern
DHL Global Forwarding & Co. L.L.C.
05.2018 - 04.2019
Bachelor in Commerce (Honours) - Finance & Investment
Christ (Deemed To Be University)
06.2015 - 05.2018
Similar Profiles
Jim GreenJim Green
Licensed Insurance Provider at Five Rings Financial (Fidelity Insurance Co Agent)Licensed Insurance Provider at Five Rings Financial (Fidelity Insurance Co Agent)
TONY CARCIOPPOLOTONY CARCIOPPOLO
Insurance Agent at Duncan Insurance Agent for Farmers InsuranceInsurance Agent at Duncan Insurance Agent for Farmers Insurance
Matilde LarroqueMatilde Larroque
Insurance Agent at Allstate Insurance, Chantilly Insurance agentInsurance Agent at Allstate Insurance, Chantilly Insurance agent