Highly motivated Financial Planner with experience advising clients on investment strategies, retirement solutions, estate and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Hi, I’m
Kayla Bradbury
Financial Planner
Summary
Overview
10
years of professional experience
Work History
CI Assante Wealth Management
Financial Planner
01.2023 - Current
Job overview
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan. Comprehensive financial plans for clients, resulted in improved long-term stability and growth.
- Negotiated competitive insurance policies on behalf of clients, securing optimal coverage at favorable rates.
- Maximized tax efficiency for clients through strategic planning and implementation of tax-saving techniques
- Established strong partnerships with external professionals such as attorneys or accountants, enabling comprehensive client support in all financial matters.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Navigated complex regulatory requirements, ensuring full compliance throughout all aspects of the financial planning process.
Scotiabank
Financial Advisor, Investment & Retirement Planner
09.2019 - 01.2023
Job overview
- Implemented a highly proactive customer contact strategy including planned calls , a prescribed number of customer financial plans/ reviews completed each week along with a disciplined next diarized contact plan.
- Conducted comprehensive reviews for assigned clients including retirement planning, wealth accumulation and estate planning etc.
- Generating and closing in-branch referrals and mining of branch generated competitor statements.
- Leveraged lead generation tools to identify untapped opportunities to expand existing customer's portfolio of deposit and investment business.
- Prepared and delivered presentations and seminars to customers, prospective customers and centres of influence for business development purposes.
- Asked for referrals from satisfied customers to generate sales and increase market share.
- Identified referral opportunities in response to changes in needs/preferences and where necessary, referring the customer to the appropriate Wealth Management Partner.
Scotiabank
Senior Financial Advisor
05.2018 - 09.2019
Job overview
- Actively managed investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses, long short term investment goals to devise a personalized financial plan.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped clients plan for and fund retirements using mutual funds and other options.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Received Best of the Best Award for the 2019 fiscal year.
RBC
Financial Advisor
05.2017 - 04.2018
Job overview
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
- Met the needs of customers by offering advice based on their total financial situation while possessing a thorough knowledge of customer life cycle needs.
- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
- Partnered with local organizations to provide specialized support to diverse populations with unique needs. Canvassed door to door, implemented community workshops.
- Marketed business to increase customer base and grow revenue.
Scotiabank
Financial Advisor
01.2015 - 04.2017
Job overview
- Effectively managed portfolios of 1,200 clients with varying life cycles.
- Expert knowledge of retail banking, Borrowing and Creditor Insurance, Self Service Banking and Investments.
- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
- Created strategies to increase client revenue and reduce client spending.
- Conducted comprehensive portfolio reviews to re-evaluate objectives and projected portfolio performance.
Freedom 55 Financial
Financial Advisor
08.2014 - 01.2015
Job overview
- Conducted in-depth reviews of clients' financial circumstances, current provision and future aims
- Build and maintain client bases, keeping current client plans up-to date and recruiting new clients on an ongoing basis.
- Worked with new and existing clients in building their portfolios by assessing their investment objectives, risk tolerance, time horizon and unique circumstances
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning
Education
Canadian Securities Institute
Personal Financial Planner Designation from PFP Designation
University Overview
Canadian Securities Institute
Applied Financial Planning Certification Examination from Prerequisite for the PFP designation
University Overview
Canadian Securities Institute
Financial Planning II from Prerequisite for the PFP
University Overview
Canadian Securities Institute
Financial Planning I from Prerequisite for the PFP
University Overview
Canadian Securities Institute
Personal Financial Services Advice from Prerequisite for the PFP
University Overview
Financial Planning
Canadian Institute Of Financial Planning
Registered Retirement Consultant from Financial Planning
2016
University Overview
The Canadian Institute of Financial Planning
Risk Management and Investment Planning from Prerequisite for the CFP
2016
University Overview
The Canadian Institute of Financial Planning
Registered Financial and Retirement Advisor from Prerequisite for the CFP
2016
University Overview
Life License Qualification Program
Accident and Sickness Life License from Insurance
2014
University Overview
The Investment Funds Institute of Canada
Canadian Investment Forms Designation from Investments
2014
University Overview
Academy Canada St. John's, Newfoundland
Business Administration from Marketing, Human Resources and Accounting
2014
University Overview
Skills
- Client assessment and analysis
- Risk management processes and analysis
- Strong verbal communication
- Powerful negotiator
- Trend analysis expertise
- Pipeline Management
- Licensed Insurance Agent
Timeline
Financial Planner
CI Assante Wealth Management
01.2023 - Current
Financial Advisor, Investment & Retirement Planner
Scotiabank
09.2019 - 01.2023
Senior Financial Advisor
Scotiabank
05.2018 - 09.2019
Financial Advisor
RBC
05.2017 - 04.2018
Financial Advisor
Scotiabank
01.2015 - 04.2017
Financial Advisor
Freedom 55 Financial
08.2014 - 01.2015
Canadian Securities Institute
Personal Financial Planner Designation from PFP Designation
Canadian Securities Institute
Applied Financial Planning Certification Examination from Prerequisite for the PFP designation
Canadian Securities Institute
Financial Planning II from Prerequisite for the PFP
Canadian Securities Institute
Financial Planning I from Prerequisite for the PFP
Canadian Securities Institute
Personal Financial Services Advice from Prerequisite for the PFP
Canadian Institute Of Financial Planning
Registered Retirement Consultant from Financial Planning
The Canadian Institute of Financial Planning
Risk Management and Investment Planning from Prerequisite for the CFP
The Canadian Institute of Financial Planning
Registered Financial and Retirement Advisor from Prerequisite for the CFP
Life License Qualification Program
Accident and Sickness Life License from Insurance
The Investment Funds Institute of Canada
Canadian Investment Forms Designation from Investments
Academy Canada
Business Administration from Marketing, Human Resources and Accounting
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