LIZEL QUILALA
Calgary,Canada
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Financial Advisor
Allianz PNB Life Insurance
07.2019 - 12.2023
- Assessed the financial needs of individuals and helped them with decisions on investments (such as stocks and bonds), and insurance
- Also helped clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
Technical Intern Trainee/Factory Worker
KABUSHIKI HAZU
06.2016 - 06.2019
- Had a hands-on role in processing or manufacturing, including operating tools and machinery, working on production lines, and maintaining or repairing equipment as required.
Process Associate
Australian Gas and Light Tata Consultancy Services
08.2015 - 04.2016
- Ensured that a client's needs were met, interacted effectively with customers and team members daily, and was typically the first point of contact within a company or business.
Education
Bachelor of Science - Information Technology
Angeles University Foundation (AUF)
03.2013
Skills
- Estate Planning
- Wealth Management
- Asset Allocation
- Portfolio Analysis
- Financial Planning
- Client Relationship Management
- Insurance Planning
- Insurance Decisions
- Client Relations
- Market Trends Monitoring
- Microsoft Excel
- Salesforce
Cover Letter
Dear Sir/Madam,
I am writing to express my keen interest in joining your esteemed organization. As an international student and a newcomer to Canada, I am determined to experience the unique work culture of this country and excel at it.
I consider myself an enthusiastic, self-motivated, reliable, responsible, and diligent individual. My ability to work well both in a team environment as well as using my own initiative has been honed through various challenging situations I have encountered in the past. I am confident that I can make a valuable contribution to your organization if given the opportunity.
And I have the ability to legally work in Canada, as one of the legal needs of your business.
I am currently enrolled at Bow Valley College, where I am pursuing an Insurance and Risk Management Major. Please note that I am available for an interview or collaboration on the following days and times:
Monday and Wednesday: 8 am to 12 pm
Friday: 8 am to 12 pm or 5 pm onwards
Saturday and Sunday: I am available on a full-time basis or at any timeslot that suits your needs.
Thank you for considering my application. I look forward to the opportunity to discuss how my skills and background can bring value to your esteemed organization. Please feel free to contact me at the number or email above.
Sincerely,
Lizel Quilala
Languages
English
Full Professional
Certification
- Licensed in Variable and Traditional Insurance
Timeline
Licensed Financial Advisor
Allianz PNB Life Insurance
07.2019 - 12.2023
Technical Intern Trainee/Factory Worker
KABUSHIKI HAZU
06.2016 - 06.2019
Process Associate
Australian Gas and Light Tata Consultancy Services
08.2015 - 04.2016
Bachelor of Science - Information Technology
Angeles University Foundation (AUF)
- Licensed in Variable and Traditional Insurance
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