Sales Insurance

Steven Brar CFP

**** ******** *****

Abbotsford BC V2T 5C6

(H) 604-***-**** (C) 604-***-****

Email: *****@****.**

Summary

Certified Financial Planner with a successful history of providing comprehensive financial advice for

retirement, estate, investments and risk management. Possess in-depth knowledge of industry products,

services and best practises. Adept at evaluating data and delivering sound advice based on risk

tolerance, financial goals, and individual circumstances.

Experience

April 2007 – Present (RBC Insurance)

Insurance Advisor / Financial Planner

• Providing insurance and investment solutions to individuals and small businesses

• Knowledgeable in using personal needs analysis tools through saleforce.com to generate

maximum revenue and to provide client satisfaction

• Successfully generating new business leads on a weekly basis and working with industry partners

to identify new sales opportunities

• Providing strategic tax and estate planning advice to high net worth clients

Feb 2006 – March 2007 (RBC Dominion Securities)

Investment Advisor / Financial Planner

• Provided full service investment advice to individuals and families utilizing a comprehensive suite

of investment products

• Delivered seminars on various financial topics to small groups of investors which generated

increased revenue and exposure for the firm

June 1999 - Feb 2006 (Hub Financial Services)

Independent Financial Advisor

• Specialized in providing investment and insurance advice and the creating of customized

individual financial plans

• Maintained a thorough knowledge of industry products and services as an independent advisor

with access to numerous financial service providers

April 1994 – May 1999 (Ricky’s Restaurant)

Owner / General Manager

• Responsible for the daily operations of a 152 seat full service restaurant with annual sales of over

$850,000

• Hired, coached and mentored a team of 22 employees

• Maintained and achieved consistent restaurant profits

1

Education and Accreditation

• Certified Financial Planner designation – CFP

• Canadian Securities Course – ( honors )

• Level 1 Insurance / Accident and Sickness - licensed

• Accounting and Tax Planning – Diploma

• Micro computer business applications - Diploma

Skills and Competencies

• Excellent written and oral communication skills

• Bilingual – English and Punjabi

• Able to manage, lead and motivate others

• Current with all industry products and economic trends

• Proficient in financial planning CRM software

• Public speaking and seminar facilitation

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