Marshal Michael
Abbotsford,BC
Summary
Motivated Retail Investment Specialist with experience advising clients on investment strategies, retirement planning 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.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Retail Investment Specialist
TD
06.2023 - Current
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Contacted potential clients to pursue sales and gather funds.
- Advised clients on investments, retirement and estate planning.
- Educated clients on potential risks and rewards associated with various investments.
Personal Banker
TD
04.2021 - 06.2023
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing mortgage applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
Financial Services Representative
CIBC
08.2020 - 04.2021
- ● Helping clients with Personal and Business Banking Services.
● Establishing key relationships with clients.
● Understanding clients personal and financial goals.
● Recommend right products and services that enable their financial success.
● Deliver great client experience.
Education
Diploma of Business Administration - Business Administration
University of Fraser Valley
Abbotsford06.2016
Skills
- Retirement planning
- Business Development
- Investment strategy
- Customer Service
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
- Licensed IFIC
- Licensed PFSA
- Licensed FP1
- Licensed AMFA Retirement Planning
Timeline
Retail Investment Specialist
TD
06.2023 - Current
Personal Banker
TD
04.2021 - 06.2023
Financial Services Representative
CIBC
08.2020 - 04.2021
Diploma of Business Administration - Business Administration
University of Fraser Valley
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