John McKerlie
Calgary,AB
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Diligent and hard-working candidate ready to contribute solid effort as team member. Thorough and highly organized with excellent communication skills. Reliable worker with strong work ethic.
Overview
1
1
Certification
Work History
Heavy Equipment Operator
EVRAZ
- Operated range of heavy equipment on regular basis with advanced skill.
- Operated machining equipment safely with team of operators.
- Adhered to heavy equipment safety and operation protocols, resulting in minimal complaints or incidents.
- Met project demands consistently through careful and consistent operation of heavy equipment.
Investment Advisor
BMO Nesbitt Burns
- Network to increase client base and encourage existing clients to expand financial portfolios
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
- Promoted financial products by maintaining excellent service offering knowledge
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies
- Monitored, managed and developed investments such as Equities,
- Preferred Shares, Bonds, ETFs, Mutual Funds to achieve a personalized portfolio tailored to my clients specific needs
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions
- Grew assets up to $55,000,000.00.
- Johnmckerlie@hotmail.com 1-403-836-3962
- Calgary, AB T2Y-3E7
Nesbitt Burns - Licensed Sales Assistant
BMO
- Utilized targeted email campaigns and cold calling to increase revenue.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Prepared and delivered presentations to customers to highlight offerings and secure new business
- Attended monthly sales meetings and quarterly sales trainings.
- Liaised between clients and support team to quickly resolve issues.
- Executed Unsolicited Trades for clients
Education
High School Diploma -
Kelsey Institute
Saskatoon, SK1999
Some College (No Degree) - Finance
Canadian Securities Institute
Calgary, ABSkills
- Great Team Player
- Attention to Detail
- Strong Communication
- Asset Management
- Investment Advice
- Investment Planning
- Retirement Planning
- Credit Lending
- Education
- Canadian Securities Institute
- Calgary, AB
- BMO Nesbitt Burns
- Loader Controls
- Daily Vehicle Assessments
- Materials Transport
- Equipment Maintenance
- Effective Communication Skills
- Heavy Equipment Operator
Certification
Toronto, ON
18 Month Investment Advisor Training
Program
Canadian Securities Course
Canadian Conduct & Practices Course
Wealth Management Essentials
Investment Funds Course
Timeline
Heavy Equipment Operator
EVRAZ
Investment Advisor
BMO Nesbitt Burns
Nesbitt Burns - Licensed Sales Assistant
BMO
High School Diploma -
Kelsey Institute
Some College (No Degree) - Finance
Canadian Securities Institute
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