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
2021.05 - 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
2020.12 - 2021.04
- 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
2020.04 - 2021.01
- 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
2018.05 - 2019.04
- 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 2019.09 - 2021.04
Bachelor in Commerce (Honours) - Finance & Investment
Christ (Deemed To Be University)
Bengaluru, India 2015.06 - 2018.05
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
2022-03
Responsible Investment Specialist (RIS) - Responsible Investment Association
2021-11
Financial Services Representative
Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)
2021.05 - Current
Life License Qualification Program (LLQP) - Financial Services Regulatory Authority (Ontario)
2021-02
Financial Services Assistant (Co-op)
Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)
2020.12 - 2021.04
Investment Funds in Canada (IFC) - Canadian Securities Institute
2020-08
Customer Fulfillment Associate
Walmart Canada
2020.04 - 2021.01
Graduate Certificate - Financial Planning & Wealth Management
Lambton College of Applied Arts And Technology
2019.09 - 2021.04
Finance Department Intern
DHL Global Forwarding & Co. L.L.C.
2018.05 - 2019.04
Bachelor in Commerce (Honours) - Finance & Investment
Christ (Deemed To Be University)
2015.06 - 2018.05
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