Venus Mangunay
Scarborough,ON
Summary
Experienced Financial Advisor with a successful history at Greatway Financial. Specializes in providing investment advice and managing client relationships. Utilizes strong analytical skills and sales expertise to optimize client portfolios and ensure high levels of satisfaction. Instrumental in driving substantial business growth through strategic guidance and tailored financial planning.
Overview
5
5
years of professional experience
Work History
Finanvial Advisor
Greatway Financial
02.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
Finanvial Advisor
World Financial Group Wfg
11.2019 - 12.2021
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
- Facilitated new client onboarding process and investment account setup.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Delivered strategic investment advice for individual and corporate clients.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
Education
Life Insurqnce License - General
World Financial Group Classes
Brampton, ON09.2019
Diploma In Community Service Worker With Distinct - General Studies
Trios College
Sherbourne And College12.2016
Bachelor Of Science In Agricultural Chemistry - Analytical Chemistry
University of The Philippines
Los Banos Laguna, Philippines04.1994
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Languages
English
Advanced (C1)
Timeline
Finanvial Advisor
Greatway Financial
02.2023 - Current
Finanvial Advisor
World Financial Group Wfg
11.2019 - 12.2021
Life Insurqnce License - General
World Financial Group Classes
Diploma In Community Service Worker With Distinct - General Studies
Trios College
Bachelor Of Science In Agricultural Chemistry - Analytical Chemistry
University of The Philippines
Similar Profiles
Lorna SeballosLorna Seballos
Account Manager/Office Administrator at Greatway FinancialAccount Manager/Office Administrator at Greatway Financial
Ryan VuongRyan Vuong
Licensed Financial Advisor at Greatway FinancialLicensed Financial Advisor at Greatway Financial
Hannelore CastilloHannelore Castillo
Financial Advisor at Greatway FinancialFinancial Advisor at Greatway Financial