Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Nicholas Muia

Thunder Bay,ON

Summary

5+ years of experience in professional customer facing roles. Proven extremely reliable managing assets over $105 million. Skilled in lead and pipeline generation to obtain new business. Proven track record of working with customers to achieve solutions and drive company growth. Well versed in all facets of business. I have been surrounded by entrepreneurship my entire life.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Advisor - Imperial Service

CIBC
06.2022 - Current
  • Manage a portfolio with $105 million under management - 520 clients.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • In my first year, won several million in business while building a multi million dollar pipeline.
  • Became extremely organized and detail oriented while developing business acumen.

Business Development Representative

Hussle Inc
05.2023 - 04.2024
  • Developed business pipeline using cold and warm techniques.
  • Used SalesOS, Smartlead.Ai, to build qualified lead lists and successful sales flows.
  • Successfully used Hubspot, Slack and Notion to organize data and effectively communicate with the team.
  • Booked hundreds of meetings using cold email alone while constantly improving open and reply rates on emails.
  • Networked among local business and community organizations to develop leads and generate business.

Director of Finance and Property Renovation

Muia Properties
01.2022 - 05.2024
  • Executed 2 complete home renovations by age 23.
  • Became extremely organized and detail oriented.
  • Review budgets for properties and ensure they are profitable ventures.

Financial Services Representative

CIBC
04.2021 - 07.2022
  • Quarterly Sales Achiever while attending University. Metrics are based around 5 day work weeks, maintained top sales status working 3 days per week.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Lead Bank Teller

CIBC
03.2019 - 05.2021
  • Achieved national leaderboard in referrals to associate advisors
  • Mentored newly hired team members.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Lawn Care Crew Leader

MD Lawncare& Landscaping
06.2016 - 09.2018
  • Maximized efficiency by monitoring daily activities and mentoring team members.
  • Reviewed plans and designs to verify completeness of grounds work.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Delivered feedback to decision-makers regarding employee performance and training needs.

Marketing Manager

Michael's Hair Design & Day Spa
01.2016 - 01.2018
  • Utilized Facebook and Google Ads to generate traffic to the local business.
  • Created and analyzed marketing copy. Continuous readjustment around CTR and conversions.
  • Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.

Education

Bachelor of Finance & Economics - Finance & Economics

Lakehead University
Thunder Bay
05.2022

High School Diploma -

St. Ignatius High School
Thunder Bay, ON
05.2018

Skills

  • Excel in identifying and providing solutions to client concerns
  • Excellent in sales environments
  • Extremely detail oriented and organized
  • Team-player looking to take responsibility for company growth
  • I love business - Growing up I was surrounded by business

Certification

  • Conduct and Practices Handbook
  • Canadian Securities Course
  • Canadian Investment Funds Course

Languages

English
Native or Bilingual

Timeline

Business Development Representative

Hussle Inc
05.2023 - 04.2024

Financial Advisor - Imperial Service

CIBC
06.2022 - Current

Director of Finance and Property Renovation

Muia Properties
01.2022 - 05.2024

Financial Services Representative

CIBC
04.2021 - 07.2022

Lead Bank Teller

CIBC
03.2019 - 05.2021

Lawn Care Crew Leader

MD Lawncare& Landscaping
06.2016 - 09.2018

Marketing Manager

Michael's Hair Design & Day Spa
01.2016 - 01.2018

Bachelor of Finance & Economics - Finance & Economics

Lakehead University

High School Diploma -

St. Ignatius High School

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Nicholas Muia