Financial Advisor Resume Template (Free)BAZLUSH SHAHID 2465 Caldwell Avenue .Ottawa ON K1Z 8L9 613-555-6977. EMAIL OBJECTIVE Experienced and certified financial services specialist looking for a Financial Advisor position with a well esteemed Financial Organization. PROFILE . A talented financial professional experienced over 15 years in the entire spectrum of financial services with an integrated financial corporation. . Excellent sales, management and analytical skills with demonstrated ability to lead the organization to achieve the highest results. . Experienced in facing challenging roles, multitasking, work under pressure and tight deadlines. . A positive approach to all tasks and pride in achievements resulted in many successes. . Excellent leadership skills and proven track record of building highly motivated teams. . Proficient with Microsoft Word, Excel, Access, PowerPoint, and adapted to new software practices EDUCATION: Master's In Economics, University of Rajshahi, Bangladesh. PROFESSIONAL EXPERIENCE Associate/ Financial Advisor World Financial Group (WFG) July 2011-Current . Participated in regular program with the Marketing Director to learn the ropes of the business. . Researched outperformed Mutual Funds and Insurance products in Canadian financial market. . Contacted clients to set up presentation meetings, made in and out calls. . Presented product portfolio to clients to assist in investment decisions. . Adhered to corporate policies, and other relevant plans and procedures. Freedom55 Financial: Internship June 2010 -June 2010 . Financial Advisor's orientation courses covering all aspects of sales and marketing of different types of financial products. Deputy General Manager/Vice President 2003 - 2008 Investment Corporation of Bangladesh (ICB), Dhaka, Bangladesh . Provided training on organization's policies, and Regulatory requirements to Staffs and Advisors. . Conducted through investigation on client's complaints and responded to Client and Regulatory Authorities. . Provided required compliance report to regulatory authority (SRO) within the time frame. . Prepared Transaction and Code of Conduct Manuel for the Corporation and saved $ 5 million. . Guided the subsidiary companies of ICB for restructuring, reorganizing and opening new business. . Enhanced 20 % return on investment of ICB as a nominated director in Apex Spinning shares, and protect the interest of institution and clients. Assistant General Manager 1997 -2002 Investment Corporation of Bangladesh (ICB), Dhaka, Bangladesh . Co-ordinated the relationship with relevant external stakeholders & regulators. . Trained the team to deliver Compliance support to the regulatory authority. . Mentoring, appraisal and professional development of the Compliance team. Head of Economic & Business Research 1994 - 1996 Investment Corporation of Bangladesh (ICB), Dhaka, Bangladesh . Managed series of OPEN & CLOSED END Mutual Fund`s Portfolios that paid on average 50% growth. . Worked as Member Secretary of the daily share purchase and sell committee, Govt's share offloading committee, and carried out research on portfolios of institutions, and day to day market research. . Analyzed Securities Regulations, Tax Laws, Monetary and Fiscal Laws, Labour Laws and Government's Budget. CERTIFICATIONS LLQP Provincial Licence Course, Ontario 2011 RESPDAC Sales Representative Proficiency Course 2011 Canadian Securities Course (CSC) 2010 Canadian Securities Institute International Finance and Administration Professional Program 2010 Algonquin College, Ottawa, ON Wealth Management Essential & Estate Planning 2010 ADVOCIS,Financial Advisors Association of Canada 2010 CFP (Completed qualifying Courses) ADVOCIS,Financial Advisors Association of Canada 2010 Diploma in Banking 1995 Institute of Bankers, Bangladesh (Download) Financial Advisor Resume Template for Microsoft Word. (Download) Financial Advisor Resume Template in Rich Text. |
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