Samuel Emeribe
Financial Advisor
Greater Sudbury,Ontario
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
7
7
years of professional experience
3
3
Certifications
1
1
Language
Work History
Financial Advisor
Scotiabank
03.2024 - 12.2024
- Built strong client relationships, fostering trust and loyalty in managing their financial portfolios.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's needs.
Board of Directors Member
Cambrian College
09.2023 - 08.2024
- Advised executive management on critical decisions, contributing to the achievement of annual revenue targets.
- Reviewed outcomes and metrics to evaluate performance, effectiveness and impact.
- Oversaw development of long-term strategic plans, aligning company goals with market trends and opportunities.
- Defined organizational problems to create and implement correction plans.
Associate Business Analyst
Mary Bas Consulting Limited
01.2019 - 04.2022
- Build and maintained strong relationship
- Demonstrated excellent problem-solving skills when faced with unexpected challenges, devising innovative solutions that minimized negative impacts on project timelines or budgets.
- Analyzed data to identify root causes of problems and recommend corrective actions.
Janitorial Assistant
Smart Cleaning Solutions
11.2017 - 12.2018
- Increased accessibility by keeping walkways and entrances clear of debris and obstructions.
- Promoted safety by promptly addressing spills and other potential hazards.
- Maintained a healthy environment by disinfecting surfaces and removing trash daily.
- Facilitated welcoming atmosphere by attending to details in guest and public areas.
Education
Graduate Diploma - I.T Business Analysis
Cambrian College of Applied Arts And Technology
Greater Sudbury, None 05.2001 -
Graduate Diploma - International Business Management
Cambrian College of Applied Arts And Technology
Greater Sudbury, None 05.2001 -
Bachelor of Science - Business Management
Imo State University
Owerri, Nigeria 05.2001 -
Skills
Problem-solving
Interpersonal- Collaboration
Risk assessment
Critical thinking
Time management
Process improvement
Trust services
Investment consulting and planning
Multitasking and organization
Certification
Mutual Fund License
Timeline
Mutual Fund License
10-2024
Mortgage Advice
08-2024
Financial Advisor
Scotiabank
03.2024 - 12.2024
CPR/AED/FIRST AID
01-2024
Board of Directors Member
Cambrian College
09.2023 - 08.2024
Associate Business Analyst
Mary Bas Consulting Limited
01.2019 - 04.2022
Janitorial Assistant
Smart Cleaning Solutions
11.2017 - 12.2018
Graduate Diploma - I.T Business Analysis
Cambrian College of Applied Arts And Technology
05.2001 -
Graduate Diploma - International Business Management
Cambrian College of Applied Arts And Technology
05.2001 -
Bachelor of Science - Business Management
Imo State University
05.2001 -