Mitchel Livingston
Beeton,ON
Summary
Dynamic Investment Representative at BMO InvestorLine, with a proven track record of exceeding sales targets and delivering exceptional client service. Well-versed in complex equity, options, and fixed-income trading, coupled with dedicated client support, has repeatedly delivered optimal outcomes in various situations. Recognized for a deep understanding of investment products, and stepping up in high-pressure environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Investment Representative
BMO InvestorLine
Toronto, Ontario
11.2021 - Current
- Developed a strong expertise in equities, options, and fixed income securities to provide accurate information for client inquiries and investment decisions.
- Serve as the key point of contact for client inquiries, ensuring a high level of service, and responsiveness.
- Conduct daily trades across domestic and international exchanges.
- Maintain high client satisfaction, regularly exceeding targets.
- Designated team lead for handling complex trading situations and collaborating with other lines of business.
- Built relationships with a diverse client base, ranging from high-net-worth frequent traders to first-time investors.
- Consistently surpassed the $8.5M quarterly sales target, resulting in a ranking among the top employees in the same role.
- Supported internal training for junior reps on all kinds of investment products and systems, due to a deep understanding of different brokerage platforms and procedures.
Landscaping Assistant
Keystone Landscaping
Alliston, Ontario
05.2020 - 09.2020
- Performed landscaping services to efficiently construct pools, gardens, and patios for both residential and commercial clients.
- Skillfully operated small and large landscaping tools.
- Completed equipment maintenance to ensure the safety and effectiveness.
Farm Manager
Sunny Maple Holsteins
Beeton, Ontario
01.2015 - 04.2020
- Supervised planting, cultivating, harvesting, and storage activities for all crops.
- Manage farm finances, including equipment, crop expenses, and profit margins.
- Frequently analyze the chicken market to capture opportunities for growth.
- Operated a wide range of heavy machinery, including tractors, skid steers, and excavators, to execute tasks in a safe and effective manner.
Education
BBA - Economics And Finance
University of Guelph
Guelph, ON06-2021
Skills
- Highly complex equity and option trade execution
- Client relationship management
- Sales expertise
- Broad knowledge of investment account types
- Deep understanding of Microsoft-related programs
- Market research and analysis
- Work well under pressure, both individually and collaboratively
- Oral and written communication
- Conflict resolution, problem solving
- CRM software
Certification
Canadian Securities Course Vol. 1&2
Derivatives Fundamentals and Option Licensing Course
Conduct Practice Handbook Course
Investment Representative Training
Accomplishments
- 2023 Annual Best of the Best Award at BMO InvestorLine
- 5 Spotlight awards for outstanding sales and customer satisfaction
Timeline
Investment Representative
BMO InvestorLine
11.2021 - Current
Landscaping Assistant
Keystone Landscaping
05.2020 - 09.2020
Farm Manager
Sunny Maple Holsteins
01.2015 - 04.2020
BBA - Economics And Finance
University of Guelph
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