OBJECTIVE: To obtain a position within a company, this will allow me to grow as an integral member of an effective team, utilizing my skills and abilities.
PROFILE: Certified with Canadian Securities Course ( CSC ) from CSI.
Accredited with the Investment Fund In Canada (IFIC) from Institute of Canadian Bankers.
Working knowledge in banking and financial sector.
Able to work under pressure in fast paced and time sensitive environments.
Strong ability to learn quickly, adapt to new situation and work well in team
CORE COMPETENCIES:Proven leadership & team building management skills
Able to multi-task, excellent interpersonal and time management skills to meet deadlines
Strong verbal and written communication skills
Positive attitude, self-motivated and hard worker
Capable of meeting deadlines and demands
Professional, organized and detail oriented
Financial Service Representative
Accurately capture and validate clients personal and financial information, ensuring all documentation is completed in accordance with policies and procedures.
Plan daily and weekly activities to achieve business targets.
Making calls and booking appointments with clients based on leads to ensure client needs are met.
Authorize sales and service transactions and act as joint custodian for cash and securities.
Encourage clients to achieve their goals through long and short term investments.
Managing mutual fund accounts to help clients attain their...
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