Steven Burns
Mississauga,ON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Advisor
Royal Bank of Canada
06.2023 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on potential risks and rewards associated with various investments.
- Built strong connections with clients while resolving the reason for their inquiries.
Banking Advisor
Royal Bank of Canada
05.2022 - 06.2023
- Extended and sustained relationships with customers to maintain and grow business.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Head Bartender
Chucks Roadhouse
09.2021 - 02.2023
- Kept detailed inventories and notified management of ordering needs for liquor, beer, wine, and bar supplies.
- Trained many new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Real Estate Assistant
Fern G Team
03.2019 - 05.2020
- Coordinated appointments to show marketed properties.
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Mortgage Agent
Canadian Capital Mortgages Inc.
02.2019 - 02.2020
- Created loan packages based on consumer needs and financial history.
- Analyzed loan candidate credit history to anticipate approval odds.
- Developed and maintained relationships with customers, lenders and other third parties.
Education
High School Diploma -
Philip Pocock
Mississauga, ONSkills
- Customer Service-oriented
- Asset management
- Financial modeling
- Analytical thinking
- Professional demeanor
- Problem-solving skills
- Research and due diligence
- Self-motivated nature
Accomplishments
- Expert Role Model for a new Investment Academy (DEC 2024 - JAN 2025).
Languages
English
Native or Bilingual
Certification
Personal Financial Services Advice (PFSA)
Timeline
Investment Advisor
Royal Bank of Canada
06.2023 - Current
Banking Advisor
Royal Bank of Canada
05.2022 - 06.2023
Head Bartender
Chucks Roadhouse
09.2021 - 02.2023
Real Estate Assistant
Fern G Team
03.2019 - 05.2020
Mortgage Agent
Canadian Capital Mortgages Inc.
02.2019 - 02.2020
High School Diploma -
Philip Pocock
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