Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Massimo Mottillo

Montreal,QC

Summary

Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Associate Advisor

RBC Dominion Securities
Montreal, QC
05.2023 - Current
  • Consulted with senior advisors regarding complex cases or difficult decisions involving large amounts of money or high risk investments.
  • Explained complex financial concepts to clients in a way that was easily understood.
  • Performed administrative tasks such as preparing contracts or completing paperwork associated with opening new accounts.
  • Provided ongoing support throughout the entire process from initial consultation through post-investment follow ups.
  • Provided customer service to clients, including answering questions and resolving complaints.
  • Managed daily operations of the office including scheduling appointments, responding to emails, filing documents.
  • Displayed strong telephone etiquette, effectively handling difficult calls.

Client Associate

CIBC Wood Gundy
Montreal, QC
02.2021 - 05.2023
  • Identifying activities, processes and opportunities to improve the client experience; Anticipating client needs and promptly communicating with the team to build trust and deepen client relationships; Working with Investment Advisors to support business development activities and assisting in building investment plans based on the client's profile, goals, and risk tolerance; Working with Investment Advisors in developing and implementing investment plans based on individual clients' risks and objectives; and Analyzing information and trends and applying them to individual client circumstances.

Digital Investment Advisor

BMO Wealth Management
Montreal, QC
09.2019 - 11.2020
  • Responsible for establishing trust-based relationships with clients; Achieving business objectives by recommending best solutions; Navigating through different systems to gather information and adapt recommendations for each client; Ensuring that operational service quality standards are applied, compliance and risk management rules are followed; and Reviewing client investment objectives to find the best asset allocation mix.

Retail Sales Associate

TANGERINE BANK
Montreal, QC
08.2016 - 08.2018
  • Providing accurate information about promotions, customer programs and products, driving high customer retention; Providing exceptional customer service by ensuring that all banking needs are met; Successfully cross-sold complementary products to existing customers, in turn, expanding their existing portfolio of products; and Assisting management with training sessions, in which required to educate staff members of all financial products and services.

Education

Bachelor of Arts - Political Science

CONCORDIA UNIVERSITY
Montreal, QC
04.2020

Commerce Program - Pre-University Studies

CÉGEP VANIER COLLEGE
Montreal, QC
04.2013

Skills

  • Proficient in MS Office (Word, Excel, PowerPoint) Outlook, MS Project, Salesforce, Croesus
  • Fluent in English, French
  • Adequate in Spanish and Italian

Certification

  • Canadian Securities Course (CSC)
  • Conduct and Practice Handbook (CPH)
  • Wealth Management Essentials Course (WME)
  • (In Progress) Advanced Investment Strategist (AIS)
  • Registered Representative Accredited (RRT)

Timeline

Associate Advisor

RBC Dominion Securities
05.2023 - Current

Client Associate

CIBC Wood Gundy
02.2021 - 05.2023

Digital Investment Advisor

BMO Wealth Management
09.2019 - 11.2020

Retail Sales Associate

TANGERINE BANK
08.2016 - 08.2018

Bachelor of Arts - Political Science

CONCORDIA UNIVERSITY

Commerce Program - Pre-University Studies

CÉGEP VANIER COLLEGE

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Massimo Mottillo