Joshua Murphy
Fort Saskatchewan,AB
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
14
14
years of professional experience
Work History
Associate Financial Advisor
CIBC
09.2022 - Current
- Enhanced client satisfaction by providing personalized financial advice and investment recommendations.
- Streamlined financial planning processes for increased efficiency and improved client experience.
- Developed comprehensive financial plans tailored to individual clients' needs, goals, and risk tolerance levels.
- Assisted with portfolio management to ensure optimal asset allocation and diversification for clients.
Financial Services Representative
CIBC
03.2021 - 09.2022
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
Sales Floor Manager
Wallish Greenhouses
04.2010 - 10.2020
- Increased sales revenue by implementing effective floor management strategies and motivating team members.
- Established strong customer relationships by providing exceptional service and addressing concerns promptly.
- Exceeded sales targets consistently with a proactive approach to product promotion and client engagement.
- Managed inventory effectively, ensuring optimal stock levels and timely merchandise availability.
- Developed high-performing sales teams through regular coaching, mentoring, and performance reviews.
- Enhanced store appearance by creating visually appealing displays that attracted customers and increased foot traffic.
CRM Marketing Intern
BubbleUp Marketing
01.2018 - 07.2018
- Enhanced customer satisfaction by analyzing and segmenting CRM data for targeted marketing campaigns.
- Streamlined communications with clients through the development and implementation of email templates.
- Contributed to database accuracy by consistently updating contact information, preferences, and interactions within the CRM system.
- Participated in weekly meetings to discuss progress, share insights, and strategize for future campaigns.
Education
B.Com - Finance & Accounting
King's University
Edmonton05.2020
IFIC -
Canadian Securities Institute
02.2021
Skills
- Asset Allocation
- Estate Planning
- Retirement Planning
- Portfolio Management
- Debt Management
- DOS Systems
- Client Relationship Management
- Pipeline Management
Languages
English
Native or Bilingual
Timeline
Associate Financial Advisor
CIBC
09.2022 - Current
Financial Services Representative
CIBC
03.2021 - 09.2022
CRM Marketing Intern
BubbleUp Marketing
01.2018 - 07.2018
Sales Floor Manager
Wallish Greenhouses
04.2010 - 10.2020
B.Com - Finance & Accounting
King's University
IFIC -
Canadian Securities Institute
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