Financial Services Advisor Resume

Objective: Financial Services Advisor

Professional experience

Sunlife Financial – solo (Qubec) 2014

Financial Services Advisor

Established profitable relationships with advisors and their clients. A offered a solution that helps customers protect themselves financially against the costs of the most threatening risk to the health plan that face Canadians. Offered solutions to meet the needs of long term care materials. A treaty transferring participants employer’s plan to new products. Took care of incoming and outgoing calls to give explanations about various products.

  • Answered questions about different products.
  • A clearly describe the choices the various participants could do as well as their respective advantages.

Industrial Alliance Insurance and Financial Services – Hull (Qubec) 2012-2014

Personal Finance Financial Advisor

  • A process of business development.
  • Advised various clients and company parties.
  • A successfully analyzed customer needs.
  • A process for the sale of insurance and savings products.

Industrial Alliance – solo (Qubec) 2011-2012

Representative current accounts – Financial Services

Advised customers in financial development in insurance and savings. Set a specific financial development plan and what, personalized to the client’s situation. Carried out on a regular basis followed and adapted as needed.

  • A completed several specialized training.
  • Financial sourien opportunity for business development.




College de taouais, solo 2012

DEC administrative technical

College Saint-Alexan, solo 2009

High school graduation


Skills and competences

  • Dynamic and business acumen.
  • Great commitment to personal and professional fulfillment above average.
  • Certificate in Personal Financial Planning.
  • certificate representing mutual fund (license).

Technical skills

  • Computer work.
  • Accounting software.
  • Knowledge of technical standards.

Further information

Languages: Fluent in English and French.

Driving license and own car.

See also  Acceptance Letter Sample

References on request

Julian Bradley Financial Advisor Resume


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