Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

NICHOLAS SIRIZZOTTI, CIM®

Whitby,ON

Summary

Dynamic Investment Advisor with a proven track record at CIBC Wood Gundy, excelling in financial analysis and client relationship management. Expert in crafting tailored investment strategies and comprehensive financial plans, consistently exceeding client expectations. Recognized for delivering impactful presentations and fostering strong client connections, driving successful outcomes in personal finance.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Investment Advisor

CIBC Wood Gundy
Oshawa, ON
11.2022 - Current
  • Developed relationships with clients in order to gain a better understanding of their goals and needs.
  • Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
  • Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, insurance coverage and other areas of personal finance.
  • Conducted research on the markets and available products in order to make informed decisions regarding investments.
  • Prepared presentations for prospective investors explaining features of different investments offered by the firm.

Commercial Business Banking Officer

RBC Royal Bank of Canada
01.2020 - 01.2021
  • Processed numerous client applications to deliver effective solutions and support.
  • Assisted in transitioning applications from development to support, documenting process requirements.
  • Utilized procedural and technical expertise to achieve established workflow targets.
  • Identified deficiencies in client applications, providing recommendations to team manager.
  • Demonstrated proficiency across various RBC platforms including Excel, Host Session, Sales Platform, Right Fax, Linx, and Telus.

Referee-In-Chief of Ice Hockey

Wilfrid Laurier University Athletic Complex
Waterloo, Canada
01.2019 - 01.2020
  • Recruited and selected qualified candidates through comprehensive application reviews.
  • Scheduled duties and monitored referee performance to ensure adherence to standards.
  • Demonstrated strong time management and organizational skills while balancing work and school commitments.

Client Support Associate

The Beer Store Distribution Centre
Whitby, Canada
01.2018 - 01.2019
  • Gained knowledge of industry practices, financial trends, models, processes, and regulations.
  • Facilitated client communications to address product requirements effectively.
  • Consistently exceeded company quotas, establishing a standard recognized by management.
  • Streamlined problem resolution workflows through strategic implementation.

Education

Bachelor of Business Administration - Finance Concentration

Wilfrid Laurier University
Waterloo, ON
01.2022

Ontario Secondary School Diploma -

Father Leo J. Austin Catholic Secondary School
01.2017

Skills

  • Financial analysis
  • Investment strategies
  • Insurance planning
  • Tax strategies
  • Retirement planning
  • Client relationship management
  • Financial modeling

Certification

  • Charted Investment Manager
  • Life Licence Qualification Program
  • In progress: Certified Financial Planner

Timeline

Investment Advisor

CIBC Wood Gundy
11.2022 - Current

Commercial Business Banking Officer

RBC Royal Bank of Canada
01.2020 - 01.2021

Referee-In-Chief of Ice Hockey

Wilfrid Laurier University Athletic Complex
01.2019 - 01.2020

Client Support Associate

The Beer Store Distribution Centre
01.2018 - 01.2019

Bachelor of Business Administration - Finance Concentration

Wilfrid Laurier University

Ontario Secondary School Diploma -

Father Leo J. Austin Catholic Secondary School

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