Summary
Overview
Work History
Education
Skills
Certification
Timeline
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John Gizzarelli

John Gizzarelli

Caledon East,ON

Summary

Hardworking, passionate, and driven investment specialist who is competent in modelling and utilizing critical data to build a solid financial foundation for clients. Strong background in financial modelling and risk management, as well as being technologically savvy and keen to learn new programs quickly. Outstanding leader with expertise in offering financial advice and solutions to clients of all net worths. Organized and dependable candidate who is successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience

Work History

Investment Associate

ScotiaMcLeod
07.2021 - 04.2023
  • Cultivate client relationships through high levels of direct communication to maintain client loyalty
  • 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.

Senior Associate

ScotiaMcLeod
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, King
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
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
05.2014 - 04.2016
  • Clarified customer issues and determined the root cause of problems to resolve product or service complaints
  • Followed up with customers 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.

Assistant Site Supervisor

Aquicon Construction
04.2008 - 08.2015
  • Worked with personnel and managers to meet strict timelines
  • Implemented best practices and safe operating procedures
  • Guided employees and contractors in task completion, offering assistance to meet tight deadlines
  • Delivered reports to the construction manager to detail project updates and likely completion dates, noting delays and causes
  • Oversaw personnel safety and efforts at the work site
  • Prioritized and delegated workload based on available materials
  • Troubleshoot issues to keep machinery and tools operational.

Education

Bachelor Of Commerce - Management, Economics And Finance

University of Guelph, Lang School of Business And Economics
Guelph, ON

Skills

  • Equity, Fixed Income and Options Trade Execution
  • Business Development
  • Global Equity Portfolio Management
  • Investment Strategy
  • Portfolio Construction
  • Trade Allocations
  • Equity Markets
  • Options Strategies and Execution
  • Customer Satisfaction
  • Investment Performance Analysis
  • Investment Action Planning
  • Client Advisory
  • Regulatory Compliance
  • Investment Consulting and Planning
  • Industry Economics

Certification

>Canadian Securities Courses 1 and 2 (CSC 1 and 2).

>Conduct and Practices Handbook (CPH).

>Derivatives Fundamentals Futures and Options (DFOL).

>Wealth Management Essentials (WME).

>Advanced Investment Strategies (AIS).

>Licensed Registered Representative (RR).

Timeline

Investment Associate

ScotiaMcLeod
07.2021 - 04.2023

Senior Associate

ScotiaMcLeod
07.2019 - 07.2021

Administrative Associate

ScotiaMcLeod, King
04.2017 - 07.2019

Operations Assistant

ScotiaMcLeod
05.2016 - 04.2017

Customer Service Representative

Scotiabank
05.2014 - 04.2016

Assistant Site Supervisor

Aquicon Construction
04.2008 - 08.2015

Bachelor Of Commerce - Management, Economics And Finance

University of Guelph, Lang School of Business And Economics

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John Gizzarelli