Nilima Cano
Calgary
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Experior Financial Group
04.2018 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
Real Estate Sales Consultant
Freelance
01.2018 - Current
- Boosted sales performance by implementing comprehensive market analysis and targeting specific demographics.
- Enhanced client satisfaction through personalized consultations and tailored property recommendations.
- Increased referrals by consistently providing exceptional service and maintaining strong client relationships.
- Streamlined property showings for greater efficiency, resulting in higher conversion rates.
- Collaborated with mortgage lenders to ensure smooth transactions for clients throughout the home-buying process.
- Expanded network of potential clients through participation in industry events and community outreach efforts.
- Assisted clients with staging properties for optimal presentation during showings, leading to faster sales outcomes.
- Provided ongoing support to clients after closing, ensuring a positive overall experience from start to finish.
- Developed a reputation for expertise in niche markets, attracting a diverse clientele seeking specialized assistance in their property search.
- Adapted sales approach to align with evolving market conditions, ensuring continued success despite fluctuations in the real estate landscape.
Education
Bachelor of Arts - Major in English
Jose Rizal University
Manila, Philippines03.2005
Skills
- Client Relations
- Financial Advising
- Mentoring team members
- Sales expertise
- Multitasking Abilities
- Attention to Detail
- Financial Goal Planning
- Business Succession Planning
Languages
English
Full Professional
Chinese (Mandarin)
Elementary
Filipino
Full Professional
Certification
- Certified Life Coach, Certified Coach Alliance - June 9, 2020
Timeline
Financial Advisor
Experior Financial Group
04.2018 - Current
Real Estate Sales Consultant
Freelance
01.2018 - Current
Bachelor of Arts - Major in English
Jose Rizal University
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