Mark Pataki
Summary
I have over nine years of experience in the financial industry with various certificates under my belt. I expect to obtain my Professional Financial Planning certificate by May 2025. I have nearly seven years of experience providing tailor-made financial planning advice and cultivating client relationships with service partners and local markets (including the local language club).
I believe my multilingual abilities will be an additional asset, as well as insights into global politics and economics.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Royal Bank of Canada
04.2023 - Current
- Provided tailor-made financial planning advice and help clients reach their goals
- Leveraged partners, wherever possible, to provide expert advice
- Utilized multiple languages to reach more clients, such as newcomers from language clubs
Banking Advisor
Royal Bank of Canada
07.2017 - 01.2022
- Completed various credit applications, ranging from basic credit to more complex applications (such as land loans)
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
Automotive Sales Associate
Fort City Chrysler
04.2015 - 08.2016
- Completed registration paperwork and sales documentation
- Negotiated purchase prices and explained sales, warranty, and optional products
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts
- Prepared purchased vehicles and completed final delivery checks
Business Startup
Cratus Homes
08.2013 - 04.2015
- Learned many important skills: the importance of networking and networking strategies, financial management, and people management
- Learned about the real estate industry and construction techniques
Education
Bachelor of Commerce - Business Communications
University Canada West
12.2022
Investment Funds Canada (IFC) -
Canadian Securities Institute
07-2017
Personal Financial Services Advice -
Canadian Securities Institute
02-2020
Financial Planning I -
Canadian Securities Institute
09-2020
Financial Planning II -
Canadian Securities Institute
08-2024
Skills
- Marketing Experience: Excellent
- Financial Consultation: Excellent
- Public Speaking: Very Good
- Computer Programming: Good
Languages
English
Native or Bilingual
Hungarian
Native or Bilingual
Spanish
Limited Working
French
Limited Working
Chinese (Mandarin)
Elementary
German
Elementary
Timeline
Financial Advisor
Royal Bank of Canada
04.2023 - Current
Banking Advisor
Royal Bank of Canada
07.2017 - 01.2022
Automotive Sales Associate
Fort City Chrysler
04.2015 - 08.2016
Business Startup
Cratus Homes
08.2013 - 04.2015
Bachelor of Commerce - Business Communications
University Canada West
Investment Funds Canada (IFC) -
Canadian Securities Institute
Personal Financial Services Advice -
Canadian Securities Institute
Financial Planning I -
Canadian Securities Institute
Financial Planning II -
Canadian Securities Institute
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