Marko Vranjkovic
Edmonton,AB
Summary
Dynamic financial advisor experienced in developing customized financial plans and facilitating effective communication with clients. Proven ability to analyze market trends and collaborate with professionals to implement strategic investment solutions that drive client success.
Overview
8
8
years of professional experience
Work History
Personal Financial Planner
Self-employed
Edmonton, Alberta
06.2024 - Current
- Crafted personalized financial plans addressing diverse client requirements.
- Analyzed clients' assets and liabilities to devise effective wealth accumulation strategies.
- Advised on investment strategies and risk management tailored to individual needs.
- Researched market trends to guide informed client investment decisions.
- Partnered with tax professionals to enhance client financial outcomes.
- Conducted seminars on personal finance topics such as budgeting and retirement planning.
- Prepared detailed financial reports using advanced software tools.
- Collaborated with the financial planning team to ensure consistent service delivery.
Associate Financial Advisor
Leanne Kotchonoski, Sole Proprietorship
Edmonton, Alberta
05.2021 - 06.2024
- Streamlined client onboarding processes through effective team collaboration.
- Prepared comprehensive reports on market trends and client performance for review meetings.
- Maintained accurate records of client interactions and financial recommendations.
- Developed customized financial plans tailored to individual client needs and goals.
- Generated leads through networking at seminars and trade shows.
- Supported Senior Financial Advisors in establishing new business relationships with prospects.
- Implemented targeted marketing campaigns to attract new clients.
Finishing Carpenter
D.I.M Construction
Edmonton, Alberta
01.2018 - 05.2021
- Ensured compliance with safety standards by maintaining a clean and safe work environment.
- Produced high-quality work in alignment with project standards and carpentry practices.
- Collaborated with team members to efficiently meet project timelines.
Education
Bachelor of Commerce - Accounting
Macewan University
Edmonton05-2019
High School Diploma -
Archbishop O'leary High School
Edmonton, AB05-2014
Skills
- Strategic financial planning
- Investment strategy
- Risk management
- Market research
- Financial reporting
- Client relationship management
- Data analysis
- Effective communication
- Team collaboration
- Fluent in English, French, Spanish, and Serbian
- Proficient in Excel, Conquest, and Salesforce
Affiliations
Volunteer Coach, Men's Soccer Team - Edmonton, AB (2023-Current)
Timeline
Personal Financial Planner
Self-employed
06.2024 - Current
Associate Financial Advisor
Leanne Kotchonoski, Sole Proprietorship
05.2021 - 06.2024
Finishing Carpenter
D.I.M Construction
01.2018 - 05.2021
Bachelor of Commerce - Accounting
Macewan University
High School Diploma -
Archbishop O'leary High School