Nicholas Muia
Thunder Bay,ON
Summary
Currently managing a portfolio of 600+ clients with $135 million AUM. Proven track record of driving revenue growth through personable customer service. Extremely detail oriented and excellent task management. Skilled in lead and pipeline generation to obtain new business. 8+ years of experience in professional customer facing roles.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Advisor - Imperial Service
CIBC
06.2022 - Current
- Manage a portfolio with $135 million under management - 600 clients.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Won several million in business while building a multi million dollar pipeline.
- I am extremely organized and detail oriented and have great business acumen.
Business Development Representative
Hussle Inc
05.2023 - 07.2024
- Booked hundreds of meetings using cold email, while constantly improving open and reply rates.
- 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.
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
05.2022
Skills
- Excellent in sales environments
- Extremely detail oriented and organized
- Excel in identifying and providing solutions to client concerns
- Team-player looking to take responsibility for company growth
- Passion for business and sales - 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 - 07.2024
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
Lakehead University - Bachelor of Finance & Economics, Finance & Economics
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