PERSONAL INFORMATION
PHONE: (647) 6882420
EMAIL: nick.buchanan@rogers.com
CITY: Toronto
PROVINCE: Ontario
WILLING TO RELOCATE: Yes, anywhere
MOST RECENT JOB TITLE: Financial Advisor
PROFESSIONAL EXPERIENCE
Financial Advisor
Edward Jones (Feb '07-NOV.'07 )
CANADA
Financial Advisor , Edward Jones ( Feb '07-NOV.'07 ) Successfully completed the CSC , CPH , and LLQP , and 90 - day training Was dual licensed as an Investment Advisor , and as a Life Insurance representative . Opened and maintained sub - branch of Edward Jones . Collected prospect list of 975 local residents , through door - knocking , and face to face visits . Worked all aspects of client interaction : marketing , advising , administration , bookkeeping , etc .
Nov 2005 to
Jan 2007 Collector
CBV Collections & Global Credit Collections
Toronto & Markham Ontario CANADA
Worked with large balance , first assignment CIBC , and Capital One Accounts.
NOV. '05-FEB.'06 - GLOBAL CREDIT & COLLECTIONS
FEB.'06-SEPT'06 - CBV COLLECTIONS
SEPT.'06-FEB.'07- GLOBAL CREDIT & COLLECTIONS
Feb 2005 to
Oct 2005 Trainer
CollectCorp Inc
CANADA
Trainer , CollectCorp Inc . Responsible for all training and up - training of USA collection staff Serviced all complaints , and compliance issues . Crafting responses for clients including Bank of America , CitiBank , BankOne , among others . Was instrumental to the overall success of the Department ; specifically the success of junior and intermediate staff . Created a unique curriculum focusing on the finer points of collections taught to senior and junior staff alike . Maintained records and reports of all training identifying any trends within a specific department or client then outlining possible solutions for the Management .
Oct 2003 to
Feb 2005 Collector
CollectCorp Inc
Toronto Ontario CANADA
Collector , CollectCorp Inc . , 111 Peter street , Toronto , ON Approx . 115k in fees my first year for the company . Instrumental in bringing two assigned clients to 1st place . Received " Top Collector " USA floor ( OCT.2004 ) , a cash prize not based on revenue . " Top ten collector " within the company . ( JUNE 2004 ) " Top Collector " for the client , twice . ( June & JULY 2004 )
June 2002 to
September 2002 Leader
T . E . C . S
Spain
El Puerto de Santa Maria , Spain Worked with children aged 10 - 13 . I lead a summer group in an English immersion environment.
PROFESSIONAL DESIGNATIONS AND CERTIFICATIONS
EDUCATION
Feb 2007 to
May 2007 Canadian Securities Course, CSC
Certification
CSI, Canadian Securities Institute
Toronto Ontario CANADA
Jun 2007 to
Jul 2007 Conduct & Practices Handbook, CPH
Certification
CSI, Canadian Securities Institute
Toronto Ontario CANADA
Aug 2007 to
Sep 2007 Canadian Insurance Course, CIC
Certification
CSI, Canadian Securities Institute
Toronto Ontario CANADA
Sep 2007 to
Nov 2007 Life Licence Qualification Program, LLQP
Certification
CSI, Canadian Securities Institute
Toronto Ontario CANADA
Feb 2008 to
May 2008 Professional Financial Planner Course, PFP
Certification
CSI, Canadian Securities Institute
Toronto Ontario CANADA
PROFESSIONAL SKILLS
LANGUAGE SKILLS
English Mother Tongue
Spanish Basic
French Basic
German Basic
ADDITIONAL INFORMATION
Letter of recommendation, CollectCorp Corp., available upon request.
Letter of recommendation, Mentor at Edward jones, available upon request.