Stephen Puddister
St. John's,NL
Summary
Dynamic Associate Wealth Management Advisor at CIBC Wood Gundy, adept at portfolio management and client relationship building. Successfully developed custom investment strategies, enhancing client satisfaction and retention. Expert in financial analysis and risk assessment, consistently delivering tailored solutions that align with clients' objectives and market trends.
Overview
13
13
years of professional experience
Work History
Board Member
CIRO
St. John's, Newfoundland and Labrador
02.2018 - Current
Associate Wealth Management Advisor
CIBC Wood Gundy
St. John's, NL
11.2011 - Current
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Researched new products and services in the wealth management industry.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
- Collaborated with tax advisors to provide comprehensive holistic financial planning solutions.
- Maintained detailed records of client accounts, transactions, and associated documents.
- Created presentations outlining complex financial concepts in an easy-to-understand way for clients.
- Conducted research of economic trends and market conditions to inform investment decisions.
- Developed custom portfolios for clients based on their individual needs and risk tolerance.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Supported marketing initiatives by providing content for website updates, social media posts.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Participated in conferences and seminars to stay up-to-date on industry developments.
- Evaluated client financial objectives and recommended appropriate investments.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Monitored investment performance, making adjustments as necessary to ensure portfolio growth.
Education
IIROC Licensed -
CSI
St. John's, NL03-2012
BBA - Finance
Memorial University of Newfoundland
St. John's, NL10-2008
Skills
- Portfolio management
- Financial analysis
- Risk assessment
- Market research
- Client relationship management
- Investment strategy
- Holistic financial planning
Affiliations
- Guitar
- Percussion
- Golf
- Hockey
- Skiing
Timeline
Board Member
CIRO
02.2018 - Current
Associate Wealth Management Advisor
CIBC Wood Gundy
11.2011 - Current
IIROC Licensed -
CSI
BBA - Finance
Memorial University of Newfoundland
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