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Financial Advisor

Location:
Toronto, ON, Canada
Salary:
80,000
Posted:
November 15, 2021

Contact this candidate

Resume:

T H O M A S B U R G O S

B A N K I N G P R O F E S S I O N A L

adpdac@r.postjobfree.com

(905) 806 - 7441

*** ******* ***. *******, **

Member of Big Grassy First Nation

W O R K

E X P E R I E N C E

Provide clients with mortgages and other

complex credit products

Provide clients with investment advice

Provide small business services

Create and maintain successful client

relationships

Vault combination and key holder to open

and close the branch

Perform indigenous land acknowledgments

Present seminars on indigenous culture

sensitivity to senior management

Coordinate and plan content for social

media

Engage with the public via posts and direct

messages

Manage employees performing

administrative tasks

Use Canva to create content

Provided banking services such as accounts,

credit cards, and loans

Identified opportunities for TD partners and

referred clients to them

Finished my last quarter hitting 17,000% of

one of my goals

Provided financial literacy workshops for the

First Nations House at U of T

A spokesperson for Indigenous

communications both internal and external

TD Canada Trust - Financial Advisor

Deep House Toronto - Social Media Manager

TD Canada Trust - Personal Banking Associate

03/2021 -

PRESENT

08/2019 -

PRESENT

10/2018 -

03/2021

W O R K

E X P E R I E N C E

E D U C A T I O N

S K I L L S

University of Alberta

Indigenous Canada (Indigenous Studies)

Canadia Securities Institute (CSI)

Canadian Securities Course (CSC)

Seneca College

International Business Administration

Metalworks Institute

Audio Engineering/Music Production

11/2021 -

PRESENT

09/2018 -

09/2019

09/2013 -

04/2016

08/2012 -

07/2013

Communications

Social Media

Relationship Management

Leadership

Strategic Influencing

Time Management

Critical Thinking

Collaborative

Assisted management with financial aspects of

projects

Monitored invoices and contracts

Managed foreign exchange transactions

Processed customers' financial transactions

Provided information on banking products and

services

Maintained solid customer relationships by

handling questions and concerns with speed

and professionalism

Resolved customer complaints and issues with

positive outcomes

LEI Champion (customer service award)

Organized weekly events

Delegated tasks to other ambassadors

Master of Fire in ceremonies

Helped educate students about the campus

life, history, and traditions of the college and

indigenous culture

Avid Artist Agency - Finance Manager

TD Canada Trust - Customer Service Rep

First People @ Seneca - Lead Student Ambassador

12/2017 -

03/2020

12/2017 -

10/2018

08/2015 -

12/2016



Contact this candidate