Mychelle Dacumos
Toronto,Canada
Summary
Results-driven financial advisor with proven success in building and sustaining long-term client relationships. Expertise in crafting tailored financial proposals and comprehensive plans that align with client objectives. Skilled in client onboarding and delivering measurable value, enhancing satisfaction and driving sales growth. Committed to embracing new challenges and increasing assets under management (AUM).
Overview
9
9
years of professional experience
Work History
Financial Advisor
Educators Financial Group
North York
08.2024 - Current
- Build and maintain long-term relationships with clients, guiding them through every stage of their financial journey
- Using knowledge of financial markets and product shelf, advise clients on how to invest their portfolios to meet their short term, medium term, and long term goals
- Leverage financial planning software like Morningstar and Conquest to generate comprehensive financial plans.
- Utilize client service skills to raise AUM, drive net sales, onboard new clients, and support long-term growth as preferred financial provider for the education community
- Conduct regular portfolio reviews, updated KYC information, reassessed client financial plans, and maintained strong client relationships.
- Answer clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Participate in workshops and events for Education members, meeting and greeting potential leads and existing clients. Building meaningful connections and growing network
- Proactively seek client referrals from existing clients to generate new leads and grow book of clients organically
- Ensure compliance with CIRO requirements and regulations.
Client Services Representative
Educators Financial Group
North York
05.2022 - 07.2024
- Assisted clients with account inquiries, using active listening to resolve issues and provide tailored solutions for enhanced client experience
- Facilitate trade requests from clients and process financial and non-financial documents
- Use knowledge of our services, such as the lending team and financial advisor team to connect clients to the colleague who can provide best assistance to client
- Increased lead meetings with financial planners and senior financial advisors, contributing to growth of new clients and AUM through effective interpersonal and sales skills
- Identified new opportunities for CFPs, senior FAs, and lending team, supporting sales efforts and client acquisition
- Provide administrative support for certified financial planners and senior financial advisors managing a large and diverse book of business
Social Media Marketing Associate
Freelance
02.2021 - 04.2022
- Led marketing campaigns for crypto projects, enhancing their social media presence on X, Telegram, and Discord
- Created engaging content for social media platforms to boost brand visibility.
- Collaborated with projects to design effective calls to action that increased interest for upcoming events
Call Centre Representative
One Contact Inc
Scarborough
10.2020 - 01.2021
- Actively listened to client needs and issues, providing tailored solutions to address concerns effectively
- Utilized CRM software to track customer interactions and follow-ups.
- Conducted outbound calls in shareholders campaign to remind them of annual board of directors meeting, following call-to-action guidelines to encourage shareholder voting
Sales Associate
Kernels
North York
08.2017 - 09.2020
- Monitored daily sales targets and guided customers towards promotions while ensuring exceptional customer experience
- Enhanced customer loyalty by resolving food and service complaints effectively
- Trained and mentored new staff in customer relations and store procedures
Education
Personal Financial Planner -
Canadian Securities Institute
Toronto, Ontario06-2026
Financial Planning Integration Course -
Canadian Securities Institute
Toronto, Ontario03-2026
Financial Planning Supplement -
Canadian Securities Institute
Toronto, Ontario06-2025
Wealth Management Essentials -
Canadian Securities Institute
Toronto, Ontario06-2024
Financial Analysis & Investment Management -
University of Toronto Continuing studies
Toronto, Ontario12-2022
Canadian Securities Course -
Canadian Securities Institute
Toronto, Ontario05-2020
Honors Bachelor of Science - psychology & biology majors
University Of Toronto Scarborough
Scarborough, Ontario05-2020
Skills
- Investment & Portfolio planning strategies
- Client relationship development
- Client onboarding
- Excellent interpersonal and communication skills
- Financial Planning Software (Conquest, Morningstar)
- Salesforce CRM: documentation, pipeline tracking, opportunity management
- CIRO compliance & reporting
- DocuSign proficient
- Microsoft Suite
- Microsoft 365
- Google Workspace
- Adaptability
- Teamwork
Leadership Experience
Project Lead, Alternative Reading Week, University of Toronto Scarborough, 09/2016 - 02/2020
- Led a small group of university students to volunteer with a local community partner during the October and February Reading weeks.
- Liaised with volunteer site coordinator and created a schedule for each day and tasks for the group., Initiated discussions at the end of each volunteer day on what students thought about the experience.
- Encouraged students to reflect on how they see their community and how problems in our community can be improved.
Orientation Group Leader, University of Toronto Scarborough, 08/2018 - 09/2018
- Guided and welcomed incoming first year students to university life and acquainted them with campus facilities and services.
- Fostered a fun, energetic and inclusive dynamic in group activities and events.
- Acted as a mentor to incoming students and role modeled appropriate academic and social behaviors.
Timeline
Financial Advisor
Educators Financial Group
08.2024 - Current
Client Services Representative
Educators Financial Group
05.2022 - 07.2024
Social Media Marketing Associate
Freelance
02.2021 - 04.2022
Call Centre Representative
One Contact Inc
10.2020 - 01.2021
Sales Associate
Kernels
08.2017 - 09.2020
Personal Financial Planner -
Canadian Securities Institute
Financial Planning Integration Course -
Canadian Securities Institute
Financial Planning Supplement -
Canadian Securities Institute
Wealth Management Essentials -
Canadian Securities Institute
Financial Analysis & Investment Management -
University of Toronto Continuing studies
Canadian Securities Course -
Canadian Securities Institute
Honors Bachelor of Science - psychology & biology majors
University Of Toronto Scarborough