John Palmer
Nanaimo,Canada
Summary
Dynamic Financial Advisor with over 20 years of proven experience in cultivating client relationships and managing substantial investment portfolios. Successfully expanded a client portfolio to over $75 million at Assante Financial Management and managed investments exceeding $13 million in previous roles. Expertise in tax strategies and financial planning, along with certifications in CFP and QAFP. Committed to delivering tailored financial solutions that align with clients' goals, ensuring sustainable growth and satisfaction.
Professional with deep experience in life insurance field, bringing comprehensive knowledge of policy options, risk assessment, and client needs analysis. Strong emphasis on team collaboration and driving results, ensuring adaptability to evolving client and business requirements. Skilled in customer engagement, relationship management, and strategic planning, with proven track record of fostering trust and delivering tailored insurance solutions. Reliable, flexible, and consistently focused on achieving optimal outcomes for clients and organization.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Life Insurance Advisor
Specialty Life Insurance
Concord, ON
02.2026 - Current
- Developed personalized insurance plans tailored to client needs and financial goals.
- Conducted comprehensive risk assessments to guide clients in selecting suitable coverage options.
- Provided ongoing support and education on policy features and benefits to enhance client understanding.
- Managed approximately 30 incoming calls, and emails per day from customers with sales of new insurance plans.
Financial Advisor
Assante Financial Management
Nanaimo, Canada
05.2024 - 10.2025
- Cultivated and expanded a portfolio of clients transitioned from a retiring advisor's book to over $75 million.
- Established and enhanced relationships with new and existing clients, addressing their short-term and long-term financial needs while considering individual circumstances, risk profiles, time horizons, and other personal factors.
- Implemented tax strategies, processed income tax returns, and handled bookkeeping for small businesses.
Financial Advisor
ATB Wealth
Grande Prairie, Canada
08.2021 - 05.2024
- Developed and fortified connections with new and existing clients, focusing on their short-term and long-term financial requirements while considering their current situations, risk profiles, time horizons, and additional personal factors.
- Advised clients on investment strategies, retirement planning, and tax-efficient wealth management.
- Cultivated long-term relationships with clients through consistent communication and support initiatives.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
Scotiabank
Duncan, Canada
01.2020 - 01.2021
- Provided comprehensive financial advice and services to clients, encompassing banking, borrowing, and investment portfolios, including mutual funds.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor and Life Insurance Representative
Adonai Financial and Beacon Securities
Nanaimo, Canada
06.1998 - 12.2019
- Oversaw approximately 350 portfolio accounts, managing investments exceeding $13 million.
- Recommended tailored strategies for clients to achieve their financial goals, encompassing cash management, insurance coverage, and investment planning.
- Assessed clients' financial information to devise strategies that align with their financial objectives.
- Conducted detailed analyses and provided recommendations concerning clients' tax statements.
- Monitored financial market trends to validate plan effectiveness and identify necessary adjustments.
- Effectively articulated recommended solutions to clients, emphasizing their benefits and elucidating how these recommendations support goal attainment.
- Implemented tax strategies, processed income tax returns, and handled bookkeeping for small businesses.
Education
No Degree - Accounting And Finance
Vancouver Island University
Nanaimo, Canada01-1985
Skills
- Bookkeeping
- Payroll
- Tax preparations
- Financial planning software programs
- Web-based programs
- Investments
- Mutual funds
- Customer service
- Planning
- Client relationships
- Problem solving
- Analytical
- Detail oriented
- Prioritizing
- Organization
- Prospecting clients
Languages
English
Native or Bilingual
Certification
- Canadian Securities Course
- Conduct and Practices Handbook
- QAFP financial planning course, FP Canada
- CFP financial planning course, FP Canada
- LLQP
- CIFP
- Life and Accident/Sickness Insurance
- IFIC mutual funds
Timeline
Life Insurance Advisor
Specialty Life Insurance
02.2026 - Current
Financial Advisor
Assante Financial Management
05.2024 - 10.2025
Financial Advisor
ATB Wealth
08.2021 - 05.2024
Financial Advisor
Scotiabank
01.2020 - 01.2021
Financial Advisor and Life Insurance Representative
Adonai Financial and Beacon Securities
06.1998 - 12.2019
No Degree - Accounting And Finance
Vancouver Island University