career objective                              

results-driven financial professional eager to contribute superior research, analytical, and risk management skills toward supporting the employer optimize financial and operational performance

 

profile                                                

ø  demonstrated record of solid risk assessment in the investment and wealth management arena; outstanding research and analytical abilities

ø  offer client-focused, service-oriented environment vital to maximizing customer satisfaction and retention

ø  dynamic organization, prioritization and time management skills; consistently achieve critical deadlines while maintaining high quality standards

ø  excellent communication, presentation, and relationship management skills

ø  proactive team player equally effective in independent and collaborative environments

~ technical proficiencies~

microsoft windows 95/98/2000/nt/xp, office, outlook; ibm visual age, web sphere application developer; rational rose; uml; graphical user interface design and the intel x86 architecture; programming in visual basic, java, c, c++, macromedia flash 5; html; knowledge of dos, unix and linux

 

professional experience                

scotiabank, insert location                                                                                                                                                                                8/06 c present

investment associate c scotiamcleod investments, insert location (2/07 c present)

         successfully provide a broad range of investment and wealth management services to clients of the investment arm of this leading financial services institution; assist in managing $200 million book

         accurately assess risk objective and manage client risk expectations; actively monitor tsx and nyse markets, research public company profiles; proficiently buy and sell stocks, gics, mutual funds

         develop and maintain outstanding client relationships; provide sound advice, proactively update clients with investment newsletters, knowledgably respond to customer inquiries

         present investing seminars, coordinate meetings, perform additional research as requested, maintain client records, uphold compliance standards at all times

personal banking officer c scotiabank, insert location (8/06 c 2/07) 

         provide excellent customer service and solid investment advice; manage and add to existing client base

         responsible for credit and loan applications, gics and mutual funds investment administration, opening new accounts, accurately maintaining and updating databases

 

hsbc bank canada, insert location                                                                                                                                                               7/05 c 8/06

customer service representative (?)

         effectively upheld high levels of customer satisfaction while handling banking and financial responsibilities including deposits, withdrawals, drafts and money orders, large cash and cheque orders, travelers cheques, overseas wire transfers, report generation and filing, cheque balancing, and end-of-day total balancing

         promoted banking products and informed customers about product pricing

 

staples business depot, insert location                                                                                                                                         8/03 c 7/05

computer consultant

         proficiently set up and troubleshot new and returned computers; entrusted with charge of ordering parts

         provided excellent customer service, responded to technical equipment queries

~ volunteer experience~

head coach, properties basketball sports association, insert location, insert dates

camp counselor, insert name of camp, insert location , insert dates

volunteer and event organizer, deshmesh cultural center, insert location, insert dates

 

education                                           

devry university, insert location                                                                                                                                                      2007

bachelor s degree in computer science

~ professional development~

canadian securities institute, insert location                                                                                                                                 2007 - present

coursework including: canadian securities, derivative fundamentals, derivatives options, derivatives futures, energy markets, csi

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity in a insert job title capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include three years of progressive financial experience with expertise in risk assessment and management.  i have a solid record of providing clients with sound investment and wealth management advice and have successfully managed major accounts.  my superior communication, presentation, and project management skills have consistently proven instrumental in my ability to provide excellent client service.  i excel at handling multiple responsibilities in a challenging, deadline-driven environment. 

 

as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

yyyyyy x. yyyyyy