Olufemi Pitan
Financial Advisor
Toronto,ON
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 management.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal bank of Canada
1 2024 - Current
- Conducted financial analysis for customers, providing advice on budgeting, debt management and investment strategies
- Maintained up-to-date knowledge of changing regulations in the banking industry
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
- Exceeded individual sales targets consistently, contributing significantly towards overall company growth.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
- Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.
- Managed time effectively to handle multiple tasks concurrently while maintaining attention to detail under pressure situations.
- Generated monthly reports highlighting key performance indicators of various banking departments
- Updated bank databases regularly with accurate information provided by clients
- Identified client needs and recommended suitable banking solutions to meet their financial objectives.
Customer Relations Specialist
Canada Life
01.2023 - 12.2023
- Effectively troubleshoot/resolve medical, dental, and drug telephone/email inquiries using various systems and tools in a timely fashion
- Received and assessed health and dental claims through a scanned image/paperless means
- Provide accurate responses to plan members, medical and dental providers, and plan administrators, while maintaining the highest level of customer service
- Provided exceptional customer service to ensure satisfaction and loyalty
- Implemented innovative solutions to optimize customer engagement activities.
Customer Service Associate
Intouch Contact Center
01.2019 - 01.2022
- Demonstrated strong communication skills while interacting with customers over the phone, via email, or in person
- Assisted customers with product selection, order entry, and payment processing
- Assisted with training new employees on the company's procedures for handling customer inquiries.
Baggage Service Center Agent
Thai Air Asia, CBTO
09.2011 - 02.2018
- Kept track of bags from specific flights and logged locations
- Called customers when bags arrived to provide updates
- Tracked down lost luggage for 150 customers daily
- Handled passenger luggage, mail, and cargo in accordance with safety and privacy protocols
- Collected, sorted, and checked baggage tags against flight lists
- Safely transferred baggage from aircraft to collection areas
- Directed items according to established routing schemes using computer-controlled keyboards and scanning equipment to assist mail-sorting processes
- Maintained safe takeoffs, landings and aircraft operations by directing accurate cargo loading, including placement in relation to aircraft capacity
- Adhered to airline cargo policies, monitored operations and reported discrepancies to management for review
- Checked import and export documentation to determine cargo contents.
FIELD SUPERVISOR
Tent Plus
01.2007 - 01.2011
- Responsible for the proper provision of the event venue, decorating the venue, setting the chairs and tables
- Supervising ushers and ensuring diligent services
- Allocated material and labor resources to promote on-time and under-budget project completion
- Troubleshoot with fault isolation techniques and utilized remote test systems to isolate and resolve ongoing issues
- Trained workers in equipment operation, safety procedures, and company policies
- Followed local regulations for events and obtaining necessary permits.
Education
MBA - Business Administration
Stamford International University
05.2022 -
BBA - Business Administration
Stamford International University
05.2017 -
National Diploma: Business Administration - undefined
Osun State Polytechnic
01.2010 - undefined
High School Certificate - undefined
Igbobi College
01.2001 - undefined
Skills
Financial Planning
Banking
Sales and Marketing
Client Relations
Trend analysis expertise
Financial Services
Sales expertise
Process Improvement
Financial Advising
Accounting management
Know Your Customer
Problem-solving aptitude
Organizational Skills
Customer relationship development
Active Listening
Team Collaboration
Performance Management
Critical Thinking
Self Motivation
References
- Idris Shittu - Maersk Canada, Field Manager, (647) 550-7205, idris.shittu@ins.maersk.com
- Malik Adefuye - Canada Life, Customer Service Representative, (604) 981-6570, malik.adefuye@canadalife.com
- Sanaz Kashani - Royal Bank, Team Leader Advice Center Manager, (204) 952-8154, Sanaz.kashani@rbc.com
Languages
English
Full Professional
Thai
Elementary
Certification
Bloomberg Essentials, Commodity
Timeline
Bloomberg Essentials, Commodity
03-2024
Customer Relations Specialist
Canada Life
01.2023 - 12.2023
MBA - Business Administration
Stamford International University
05.2022 -
Customer Service Associate
Intouch Contact Center
01.2019 - 01.2022
BBA - Business Administration
Stamford International University
05.2017 -
Baggage Service Center Agent
Thai Air Asia, CBTO
09.2011 - 02.2018
National Diploma: Business Administration - undefined
Osun State Polytechnic
01.2010 - undefined
FIELD SUPERVISOR
Tent Plus
01.2007 - 01.2011
High School Certificate - undefined
Igbobi College
01.2001 - undefined
Banking Advisor
Royal bank of Canada
1 2024 - Current
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