John Isaac Ramos
Summary
Results-oriented Senior Financial Advisor with extensive experience developing client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
10.2023 - Current
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Responded to customer concerns, working with the branch manager to significantly raise customer satisfaction ratings.
- Supervised and assisted staff to help improve skills, achieve daily objectives, and attain advancement.
Banking Advisor
Scotiabank
06.2021 - 10.2023
- Extended and sustained relationships with customers to maintain and grow business.
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Created financial models to analyze and evaluate investment strategies.
Customer Experience Associate
Scotiabank
03.2017 - 06.2021
- Completing transactional services and related policies and procedures for valued clients
- Expert knowledge of branch systems, cash custody & functions
- Train, coach & assist new tellers and associates
- Looked for additional ways to expand products to customers by upselling new products and services.
Financial Controller & Collections Officer
Exterior Technologies Group Canada Corp.
08.2019 - 06.2020
- Acquired & managed projects totaling $10,000 - $150,000 while overseeing accounting operations such as accounts payable & accounts receivables
- Created Invoices, credit memos, reports, statements, & payments for architect firms, contractors and sub-contractors
- Reviewed a variety of incoming vendor invoices, processed and paid company billings
- Obtained, refined, verified, file, and reconciled both vendor and clients invoices
- Paid full & part time employees by receiving & verifying hours & expense reports
- Prepared an array of in house financial statements and reports while reviewing & reporting variances to the Principal.
Education
Advanced Diploma - Business Administration, Finance
George Brown College
Toronto, ON01.2020
Skills
- Bilingual spoken & written proficiency in English & Spanish
- Highly adaptable, flexible professional who embraces teamwork, but also enjoys working independently
- 10 years of exceptional customer service working in various small businesses, corporations, volunteer and retail management to build and maintain strong relationships
- Analytical and problem solving expertise
- Excellent ability in working under pressure and meeting deadlines
- Strong organizational qualifications and detail orientation in order to achieve greater results
- Consistently, dependable and accurate in carrying out responsibilities to a successful conclusion
- Proficiency in QuickBooks, Microsoft Word, PowerPoint, and Excel
Accomplishments
Quarterly Top Performer for 2021, 2022 & 2023
Volunteer Experience
- Preparing and serving meals for those less fortunate (homeless shelter)
- Arranging men's and women's clothing in the donation department
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
- IFSE - Certified Investment Funds Course
- CIFP - Registered Financial & Retirement Advisor Course
References Available
Upon Request
Timeline
Senior Financial Advisor
Scotiabank
10.2023 - Current
Banking Advisor
Scotiabank
06.2021 - 10.2023
Financial Controller & Collections Officer
Exterior Technologies Group Canada Corp.
08.2019 - 06.2020
Customer Experience Associate
Scotiabank
03.2017 - 06.2021
Advanced Diploma - Business Administration, Finance
George Brown College
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