John Gizzarelli
Toronto,ON
Summary
Passionate wealth advisor who advises clients on investing strategy, retirement planning, and financial planning. Extensive knowledge of financial markets, products, trade execution, and risk management. Proven track record of helping clients in achieving financial objectives through sound guidance and proactive wealth management. Strong emphasis on collaborating with professionals and accomplishing successful results while remaining adaptable to changing circumstances. Expertise in risk assessment, as well as compliance and regulatory requirements. Reliable and results-oriented, with a client-focused approach and excellent communication skills.
Overview
1
1
Certificate
12
12
years of professional experience
Work History
Wealth Advisor
Synergy Financial - Designed Securities Ltd.
55 York St., Toronto, ON M5J 1R7
03.2025 - Current
- Advised clients on investment strategies to optimize portfolio performance.
- Conducted market research to identify emerging financial trends and opportunities.
- Developed comprehensive financial plans tailored to individual client needs.
- Managed high-net-worth portfolios for optimal investment performance and risk mitigation.
- Assisted clients in navigating complex financial situations, such as divorce or inheritance, by providing expert advice and compassionate support.
- Established strong relationships with clients, enhancing trust and long-term retention rates.
- Implemented tax-efficient strategies for clients'' investment portfolios, minimizing tax liabilities and maximizing after-tax returns.
- Facilitated client meetings to discuss goals, progress, and adjustments in strategy.
- Provided ongoing portfolio monitoring and rebalancing, ensuring alignment with clients'' evolving objectives and market conditions.
Associate, Client Relations and Capital Markets
Richmond Global Wealth
4 Robert Speck Parkway, Mississauga, ON L4Z 1S1
11.2024 - 03.2025
- Cultivate client relationships through high levels of direct communication to maintain client loyalty.
- Set strategic framework for financial assets over annual investment period.
- Conducted due diligence on potential investments and presented findings to investors.
- Enhanced the value of managed portfolios.
- Implemented strategic approaches for client asset management.
Investment Associate
ScotiaMcLeod
40 King St. W, Scotia Plaza, Toronto, ON M5H 1H1
07.2021 - 03.2023
- Participated in client meetings to discuss financial analysis and investment strategies.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Developed and presented a detailed analysis of investment performance, portfolio attributes, and benchmark composition to evaluate investment strategies.
- Managed trades in equities, fixed income securities, and derivatives.
Senior Associate
ScotiaMcLeod
40 King St. W, Scotia Plaza, Toronto, ON M5H 1H1
07.2019 - 07.2021
- Created promotional materials to advertise products and services.
- Maintained relationships with customers to maximize sales opportunities.
- Managed customer relations through communication and helpful interactions.
- Trained and supported new team members, maintaining a culture of collaboration.
- Identified customer needs and wants to enhance customer experiences and boost sales.
Administrative Associate
ScotiaMcLeod
40 King St. W, Scotia Plaza, Toronto, ON M5H 1H1
04.2017 - 07.2019
- Transcribed and organized information to assist in preparing client meetings and presentations.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality of service.
- Built and maintained excellent customer relationships through timely responses to inquiries and going above and beyond to accommodate unusual requests.
Operations Assistant
ScotiaMcLeod
40 King St. W, Scotia Plaza, Toronto, ON M5H 1H1
05.2016 - 04.2017
- Completed daily logs for management review.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Provided administrative support with accurate document preparation and data entry.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
- Managed and maintained file system covering expenses, reports, and support documentation.
- Solved problems timely and effectively, ensuring customer satisfaction.
- Assisted operations manager with planning of routine operations and special projects.
Customer Service Representative
Scotiabank
8974 Chinguacousy Rd Unit B5, Brampton, ON L6Y 5X6
05.2014 - 05.2016
- Clarified client issues and determined the root cause of problems to resolve product or service complaints.
- Followed up with clients about resolved issues to maintain high standards of customer service.
- Developed highly empathetic client relationships and earned a reputation for exceeding service standard goals.
- Followed through on all critical inter-departmental escalations to increase customer retention rates.
Education
Bachelor Of Commerce - Gordon S. Lang School of Business And Economics
University of Guelph
Guelph, ON04-2016
Skills
- Strategic Wealth Planning
- Portfolio Management
- Investment Strategy
- Portfolio Construction
- Trade Allocations
- Equity Markets
- Options Strategies and Execution
- Customer Satisfaction
Certification
Completed Courses and Registration
- Canadian Securities Courses 1 and 2 (CSC 1 & 2)
- Canadian Practices Handbook (CPH)
- Derivatives Fundamentals Futures and Options (DFOL)
- Wealth Management Essentials (WME)
- Advanced Investment Strategies (AIS)
- Licensed Registered Representative (RR)
Timeline
Wealth Advisor
Synergy Financial - Designed Securities Ltd.
03.2025 - Current
Associate, Client Relations and Capital Markets
Richmond Global Wealth
11.2024 - 03.2025
Investment Associate
ScotiaMcLeod
07.2021 - 03.2023
Senior Associate
ScotiaMcLeod
07.2019 - 07.2021
Administrative Associate
ScotiaMcLeod
04.2017 - 07.2019
Operations Assistant
ScotiaMcLeod
05.2016 - 04.2017
Customer Service Representative
Scotiabank
05.2014 - 05.2016
Bachelor Of Commerce - Gordon S. Lang School of Business And Economics
University of Guelph