Summary
Overview
Work History
Education
Skills
Languages
Websites
Timeline
Generic
William Born

William Born

Calgary,AB

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

5
5
years of professional experience

Work History

Tire Technician

Kal Tire
09.2024 - Current
  • Rotated, mounted and balanced tires on cars, trucks, and vans.
  • Collaborated with team members to complete complex repair jobs effectively and efficiently.
  • Replaced and repaired tires using best practices for safe vehicle maintenance.
  • Inspected vehicle brakes, shocks and suspension systems, making repair recommendations to restore condition.
  • Utilized specialized tools and equipment to safely remove and install tires.

Insurance and Investment Provider (Self-employed)

OVB Willemot
01.2024 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Assisted clients with budgeting and cash flow management.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Informed clients of strategies for reducing debt and maximizing savings.

Heavy Duty Mechanic

Joskin
01.2024 - 08.2024
  • Scheduled maintenance for industrial machines and equipment and kept equipment service records.
  • Fitted bearings to adjust, repair, or overhaul mobile mechanical, hydraulic and pneumatic equipment.
  • Stayed current with industry advancements and best practices by attending relevant workshops, training sessions, and conferences as needed.
  • Improved equipment reliability by conducting thorough inspections and preventative maintenance on heavy-duty vehicles and machinery.
  • Demonstrated adaptability when working on various types of heavy-duty machinery including construction equipment, trucks, buses, agricultural machines among others.
  • Increased efficiency in the workplace by consistently organizing tools, equipment, and workspaces for optimal productivity.
  • Tested mechanical products and equipment after repair or assembly for proper performance and compliance with manufacturers' specifications.
  • Read and understood technical drawings, schematics, and manuals in order to make accurate updates.
  • Replaced defective wiring systems, hydraulics, and braking systems to return machines to service.
  • Performed routine maintenance and repairs on heavy equipment such as bulldozers and backhoes.

Restocker

Carrefour Market
11.2023 - 01.2024
  • Streamlined inventory management through accurate record keeping of stock levels during restocking activities.
  • Checked and pulled defective or expired products from shelves.
  • Maintained cleanliness and safety standards throughout the store, ensuring aisles remained free from obstructions during restocking activities.
  • Reduced wasted time searching for products in the back room storage area, by consistently organizing and labeling items for quick retrieval during restocking.
  • Unloaded arriving product stock and moved to store display areas.
  • Collaborated with team members to ensure timely completion of restocking tasks during peak hours.
  • Greeted customers and directed to requested products.

Go-kart Mechanic

Experience Factory Eupen
10.2021 - 10.2023
  • Performed diagnostic and troubleshooting procedures to find and identify root causes of mechanical issues.
  • Upheld quality control standards for all completed work, ensuring each vehicle left the shop operating at peak performance.
  • Consistently met or exceeded company performance metrics through diligent work ethic and attention to detail in all repair tasks.
  • Disassembled defective parts to make proper repairs.
  • Replaced damaged, missing, or defective parts with new and refurbished components.
  • Read and followed technical documentation to complete accurate repairs.

Track Marshal (student)

Experience Factory Eupen
10.2019 - 10.2021
  • Collaborated with other marshals to ensure efficient communication and quick response to incidents on the racetrack.
  • Maintained a high level of situational awareness, anticipating potential issues before they escalated into more significant problems.
  • Minimized accidents and injuries through diligent monitoring of track conditions and timely intervention during race events.
  • Improved racer experience by providing clear direction, guidance, and support throughout each event.
  • Assisted in creating a safer environment for racers through regular maintenance checks of track barriers, run-off areas, and other essential components.

Education

High School Diploma -

Institut Saint Joseph De Welkenraedt
Welkenraedt, Belgium
09-2021

Skills

  • Investment advice
  • Relationship building and management
  • Retirement planning
  • Financial Advising
  • Sales and Marketing
  • Risk Assessment
  • Client Relations
  • Stock market understanding
  • Retirement needs
  • Insurance sales

Languages

French
Native or Bilingual
German
Limited Working
English
Full Professional

Timeline

Tire Technician

Kal Tire
09.2024 - Current

Insurance and Investment Provider (Self-employed)

OVB Willemot
01.2024 - Current

Heavy Duty Mechanic

Joskin
01.2024 - 08.2024

Restocker

Carrefour Market
11.2023 - 01.2024

Go-kart Mechanic

Experience Factory Eupen
10.2021 - 10.2023

Track Marshal (student)

Experience Factory Eupen
10.2019 - 10.2021

High School Diploma -

Institut Saint Joseph De Welkenraedt

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William Born