Jonah Allen
Calgary,Alberta
Summary
To secure a financial planning position in which I can utilize my business education, investment expertise, and relationship management skills to succeed in developing meaningful relationships with both prospects and clients.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
ATB Wealth
05.2022 - Current
- Assisting clients with a range of client inquiries
- Actively engaging with branches to build rapport for client leads
- Engaging in client meetings to discuss investment options tailored to their specific goals
- Educating clients on different account types as well as investment alternatives
- Opening accounts and consolidating client assets with ATB Wealth
Premium Banker
HSBC Red Deer
10.2017 - 07.2020
- Managing day to day financial needs and inquiries for my clients
- Consolidating client’s assets with HSBC
- Discussing and setting up lending needs such as mortgages, loans, lines of credit, and credit cards
- Discussing and investing clients in mutual funds within registered and non-registered plans
- Creating retirement plans through the use of planning calculators and software
Education
Bachelor of Business Administration degree - Financial Services
SAIT
Calgary, AB04.2022
Bachelor of Business Administration diploma - Financial Services
Donald School of Business
Red Deer, AB04.2017
Skills
- Client Needs Assessment
- Client Rapport-Building
- Risk Assessment
- Prospective Client Engagement
- Managing Wealth
- Investment Advising
- Asset Consolidation
- Mutual Fund Sales
Certification
- IFIC mutual funds license
- CSC
- FP1 & FP2
- CPH
- Financial Services Bachelor’s Degree
- WME (Pending)
Additional Information
- HSBC Annual Lion Award for 2019
- HSBC Quarterly Lion Award for the period of October to December 2019
- HSBC Quarterly Lion Award for the period of April to June 2019
- HSBC Quarterly Lion Award for the period of October to December 2018
- HSBC Quarterly Lion Award for the period of July to September 2018
Timeline
Financial Advisor
ATB Wealth
05.2022 - Current
Premium Banker
HSBC Red Deer
10.2017 - 07.2020
Bachelor of Business Administration degree - Financial Services
SAIT
Bachelor of Business Administration diploma - Financial Services
Donald School of Business
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