LEANDRO MENDOZA
Toronto,ON
Summary
Detail-oriented and dynamic Associate Consultant with exceptional assistance in client and internal practice development projects. Highly-skilled in client communications. Strong self-motivator with exceptional work ethic, who delivers excellent performance with minimal supervision and meeting demanding objectives.
Overview
16
16
years of professional experience
Work History
Associate Consultant
IG PRIVATE WEALTH MANAGEMENT
04.2023 - Current
- Work with senior consultant, associates and colleagues to coordinate and complete special projects, such as Pension commutation analysis, Life Insurance Policy submissions, Personal Financial Reviews, Personal Financial Plans.
- Effective communication with clients in regards to documentation completion (KYC, IPQ, DocuSign, etc), follow up on meetings and to-do items afterwards, either by emails or phone calls.
- Developed strong relationships with clients, fostering trust and ensuring long-term partnerships.
- Mentored junior team members, sharing expertise, knowledge, and best practices to enhance overall team performance.
OPERATIONAL/ADMINISTRATIVE ASSOCIATE
IG PRIVATE WEALTH MANAGEMENT
11.2017 - 03.2023
- Manage administrative functions, streamline operations and prioritize tasks (trades, redemptions, transfers, contributions, deposits, shuffles, portfolio re-balancing) in the $300 million plus-dollar practice.
- Produce accurate office files, create and update spreadsheets and craft presentations to support executives and boost team efficiency
- Assist with marketing materials/campaign, mailing out statements, preparing and analyzing reports for meetings with prospects and clients, always looking for areas of improvements within the practice, and provide recommendations to further add value to the clients and the team
- Contribute to smooth business operations by remaining up to date with all the regulatory changes/rules concerning client's accounts, the organization and financial industry.
INVESTMENT SPECIALIST
BMO
04.2017 - 10.2017
- Highlighted values and educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Opening accounts, supporting transfers, processing trades, showing client how to self-serve and resolve their challenges with as little effort as possible.
OPERATIONS AGENT
RBC ROYAL BANK - AUTOMOTIVE FINANCE
07.2013 - 04.2017
- Developed impeccable capabilities by ensuring completeness and accuracy of all documents, transactions, and reports, which led to a substantial 8% increase in collaboration and productivity within the team
- Identified and recommended solutions to recurring errors and servicing gaps to my Team Leader
- Received MVP award in multiple occasions (October 2014, April 2015 and June 2016) and RBC Excellence Star Award for third and fourth quarter performances in 2015
- Developed outstanding client service skills by screening, transferring calls and detecting-resolving complex issues over the phone daily as part of the Change/Relationship Team
- Self-taught VBA coding and created an excel database system that enhanced application processes and tracking activities at a high level of efficiency.
JUNIOR ACCOUNTANT
SUMMERHILL MARKET
10.2007 - 07.2013
- First male promoted to that position in the 50+ years history of the company due to high level of trust, responsibility, ability to learn and master new concepts quickly, and courteous/knowledgeable response to clients' requests
- Generated and submitted invoices based upon established accounts receivable schedules and terms
- Managed office in the Senior Accountant's absence and handled multifaceted clerical tasks and activities.
Education
License Certificate - Finance
Mutual Fund Dealer Association - MFDA
License Certificate - Insurance And Risk Management
Life License Qualification Program (LLQP)
Advanced Diploma in Business Administration - Accounting and Finance
George Brown College - School of Finance
Toronto, ON04.2014
Skills
- Time Management
- Administrative and client support
- Proactive
- Conceptual and organizational skills
- Professional office procedures
- Fluent English and Spanish
- Problem solving
- MS Office Suite
- Documentation and reporting
- Operational and process improvement
- Spreadsheet Creation
Languages
Spanish
Native or Bilingual
English
Full Professional
Love fitness and sport related activities
I love working out. In my opinion, it's the perfect element to foster mind and body bonding. Fun fact - I completed the 5K Sprint - Spartan Race in 2022. Highly challenging but equally enjoyable.
Timeline
Associate Consultant
IG PRIVATE WEALTH MANAGEMENT
04.2023 - Current
OPERATIONAL/ADMINISTRATIVE ASSOCIATE
IG PRIVATE WEALTH MANAGEMENT
11.2017 - 03.2023
INVESTMENT SPECIALIST
BMO
04.2017 - 10.2017
OPERATIONS AGENT
RBC ROYAL BANK - AUTOMOTIVE FINANCE
07.2013 - 04.2017
JUNIOR ACCOUNTANT
SUMMERHILL MARKET
10.2007 - 07.2013
License Certificate - Finance
Mutual Fund Dealer Association - MFDA
License Certificate - Insurance And Risk Management
Life License Qualification Program (LLQP)
Advanced Diploma in Business Administration - Accounting and Finance
George Brown College - School of Finance
Similar Profiles
Jeffrey ColbourneJeffrey Colbourne
Executive Financial Consultant at IG Private Wealth ManagementExecutive Financial Consultant at IG Private Wealth Management
Corey DugganCorey Duggan
Business Development Coordinator at IG Wealth ManagementBusiness Development Coordinator at IG Wealth Management
Shravani SondarkarShravani Sondarkar
Practice Manager at IG Wealth ManagementPractice Manager at IG Wealth Management
Sinthuja VijayarajSinthuja Vijayaraj
Intern Waitress at Cibo Wine BarIntern Waitress at Cibo Wine Bar
Salman ValimohamedSalman Valimohamed
Project Manager / Social Media Manager at Waveform Entertainment IncProject Manager / Social Media Manager at Waveform Entertainment Inc