MCMANNIS, JASON

ac84su@r.postjobfree.com

*** ***** **., ******, ** N5W4P8

519-***-****

OBJECTIVES

To gain employment with a thriving and growing company where I could use my developed skills to enhance the company's vision and mission.

EDUCATION

Canadian Securities Institute

March 2017 – Canadian Securities Course – Investments and Financial Securities Canadian Institute of Financial Planning

Currently Enrolled - Certified Financial Planner

Ontario Life License Qualification Program

October 2014 - Life Insurance License

Investment Funds Institute of Canada

October 2013 - Investment Funds License

University of Western Ontario – King’s College

April 2013 - Business Management and Operational Studies - Finance Fanshawe College

April 2011 - Business Accounting

RELEVANT EXPERIENCE

LoanConnect.ca London, Ontario

Senior Operations Associate November 2018 – February 2019 My primary objective in this role is to complete monthly reporting of all transactions performed by our website. Reconcile amounts owed by lenders and owed to partners, report those values to all vendors and partners. Perform accounting duties; Accounts Payable, Accounts Receivable, bank reconciliation, operation expenses, all monthly reporting.

My role was to report directly to the CFO, and act as a ‘task catcher’ to assume responsibility for anything that our CFO or CEO could not do. Covering all aspects of the business. The role was all-encompassing. Dundee Energy Ltd. London, Ontario

Accounts Payable November 2017 – November 2018

● Reconciles processed work by verifying entries and comparing system reports to balances.

● Charges expenses to accounts and cost centers by analyzing invoice/expense reports; recording entries.

● Pays vendors by monitoring discount opportunities; verifying federal id numbers; scheduling and preparing checks; resolving purchase order, contract, invoice, or payment discrepancies and documentation; insuring credit is received for outstanding memos; issuing stop-payments or purchase order amendments.

● Pays employees by receiving and verifying expense reports and requests for advances; preparing checks.

● Maintains accounting ledgers by verifying and posting account transactions.

● Verifies vendor accounts by reconciling monthly statements and related transactions.

● Maintains historical records by filing documents.

● Reports sales taxes by calculating requirements on paid invoices.

● Protects organization's value by keeping information confidential.

● Accomplishes accounting and organization mission by completing related results as needed. RBC Wealth Management – Dominion Securities London, Ontario Associate Wealth Advisor February 2017 – August 2017 My primary objective in this role is to meet with High Net Worth individuals, to discuss their current asset mix and help them build an appropriate Wealth Management Plan, based on the goals of the individual client. The wealth plan focuses on the following areas; Estate preservation, retirement planning, major purchasing, income tax preservation, etc.

This role encompasses many financial skills, including; Portfolio Rebalancing, Personal Financial Planning Software use, Basic Accounting, Life Insurance Needs Analysis, Spreadsheet-based Financial Tracking, Problem Solving, Financial Analytics, etc.

Investors Group London, Ontario

Associate Financial Consultant June 2015 – February 2017 My responsibilities in this role, encapsulated a number of different things; Client Relation Skills, including; Meeting with clients, insurance presentation, communicating account changes and rate of return via telephone, divorce settlement, RESP recommendation, First Time Home Buyers Plan use and documentation, Mortgage sales, Insurance Sales, Mutual Fund Sales, High Net Worth Client Relations. Financial Skills, including; Portfolio Rebalancing, Personal Financial Planning Software use, Basic Accounting, Life Insurance Needs Analysis, Large Cash Transaction Processing, Investment Lending, Mortgage Lending, RSP Loan Lending, Individual Pension Plan processing, etc. Business Processing Skills, including; Co-Brand Development, CRM Software work, work with virtual assistant, schedule organization, bookkeeping, work with Strategic Coach, etc. Investors Group London, Ontario

Client Service Administrator August 2013 – June 2015 My duties include:

- Region Office business processing and compliance administration related to a number of different platforms.

(IGFS, IGFS Nominee, IGSI, Solutions Banking, Insurance)

- Business handling procedures - pre-edit, client and account set up, client adjustments, document imaging and retention.

- Reception Duties (Switchboard)

- Provide assistance to consultant network with office procedures, forms, information and general inquiries.

-Mail and supply inventory management.

AWARDS HOBBIES/VOLUNTEER EXPERIENCE

● Production Committee Member (Volunteer) of London Community Players 2018 - Present

● Voting Board Member (Volunteer) of Musical Theatre Productions o Co-Chair of Finance Committee 2016 - 2018