Samuel Alphonsus
ON
Overview
7
7
years of professional experience
Work History
Research Assistance
McMasters University Department of Economics
09.2023 - Current
- Gathering and analyzing data to prepare literature reviews, articles, and presentations
- Prepared materials for submission to agencies and foundations that fund research
- Supervises twelve undergraduate students working on research projects
- Conducted literature reviews and synthesized research findings to support project objectives
- Performed statistical analysis using R software tools to analyze survey data and research outcomes
- Prepared research reports, presentations, and summaries for internal and external stakeholders.
Financial Advisor
Sun life Financial
12.2022 - 08.2023
- Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise, continuous relationship building, and ongoing services.
- Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectives.
- Determine clients' expenses, level of income, insurance coverage, financial goals, tax obligations, retirement analysis, estate planning, succession planning, and risk tolerance.
- Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals.
- Reviewed client accounts to provide relevant information about market changes and advise about investments/cash management to meet the client's expected goals.
- Frequent Reviewing and Monitoring of financial trends to provide adequate information to client
- Provided and conducted periodic reports and relevant analyses using results to conclude, make recommendations and continually assess the effectiveness of programs, policies and Strategies.
Financial Analyst Intern
Bell Telecommunication company
08.2020 - 12.2020
- Assisted in the preparation of financial reports and analysis for management review.
- Conducted research and analysis to support investment decision-making.
- Updated financial models and spreadsheets to track financial performance.
- Participated in meetings and discussions with management to provide insights on financial matters.
Financial Advisor
Standard Chartered Bank
12.2016 - 04.2019
- Identify client's life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise, and a continuous relationship building and ongoing services.
- Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectives.
- Determine clients' expenses, level of income, insurance coverage, financial goals, tax obligations, retirement analysis, estate planning, succession planning, and risk tolerance.
- Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals.
- Reviewed client accounts to provide relevant information about market changes and advise about investments/cash management to meet the client's expected goals.
- Frequent Reviewing and Monitoring of financial trends to provide adequate information to client
- Provide and conduct periodic reports and relevant analyses using results to conclude, make recommendations and continually assess the effectiveness of programs, policies and Strategies employed.
- Perform other financial planning tasks assigned to meet department goals.
- Including but not limited to meeting preparation, research assignments, preparing report packages and completing data entry in financial planning software.
Education
Canada security course (CSC) -
Certificate in Financial Services Advice (CFSA) -
Certified Financial Planner (CFP InProgress) -
CFA level 2 Candidate -
Master of Business Administration (MBA finance) -
Goodman School of Business
Brock University, Canada10.2022
Honours Bachelor of Business Economics (BBE First class) -
Brock University
01.2021
Skills
- Financial Analysis
- Budgeting & Forecasting
- Risk Management
- Data Analysis
- Microsoft Excel
- Financial Reporting
- Presentation Skills
- Team Collaboration
- Technical knowledge of SPSS, SQL and R software
- Strong analytical skills
Timeline
Research Assistance
McMasters University Department of Economics
09.2023 - Current
Financial Advisor
Sun life Financial
12.2022 - 08.2023
Financial Analyst Intern
Bell Telecommunication company
08.2020 - 12.2020
Financial Advisor
Standard Chartered Bank
12.2016 - 04.2019
Canada security course (CSC) -
Certificate in Financial Services Advice (CFSA) -
Certified Financial Planner (CFP InProgress) -
CFA level 2 Candidate -
Master of Business Administration (MBA finance) -
Goodman School of Business
Honours Bachelor of Business Economics (BBE First class) -
Brock University
Similar Profiles
Lisa Hayes (Assoc CIPD)Lisa Hayes (Assoc CIPD)
HR Business Partner at Department of Economics, University of WarwickHR Business Partner at Department of Economics, University of Warwick
DANIEL URRUTIADANIEL URRUTIA
Graduate Research Assistant at University of Texas Department of EconomicsGraduate Research Assistant at University of Texas Department of Economics
Siyanda Patrick MalindiSiyanda Patrick Malindi
Tutor at University of Fort Hare, Department of Agricultural Economics and ExtensionTutor at University of Fort Hare, Department of Agricultural Economics and Extension
Divya ChopraDivya Chopra
Cashier at MacDonald's RestaurantCashier at MacDonald's Restaurant
Lois OpokuLois Opoku
Dental Hygienist at Green Meadows DentalDental Hygienist at Green Meadows Dental