Ethan Jansz-Tatem
Bridgetown
Summary
Self motivated individual with an aspiration for Business and finance. Looking for a new role in the financial industry that will forster personal and professional growth. I have experience in a wide range of work environments which has positively contributed to all facets of my personality and skill set. I would consider myself to be an organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Analyst Capital Markets
Bank of Montreal
10.2023 - 01.2024
- Researching the securities market and identifying investment opportunities
- Supporting client relationships and business development
- Analyzing market trends and providing insights on potential investments
- Implemented predictive analytics techniques that enabled proactive adjustments to business strategies based on emerging trends.
Mutual Funds Specialist
Bank of Montreal
06.2023 - 10.2023
- Reviewed transactions and reporting for compliance with regulatory standards and investigated discrepancies.
- Setup funds for client investments
- Provided end-to-end support for BMO mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders
- Market Analysis
- Reconciliation of clients accounts
- Acted as a liaison and maintained open lines of communication among fund company's and clients
- Daily cash distribution postings
Servicing Analyst
BMO
11.2021 - 05.2022
- Setup EFT information on client's TFSA, RSP and cash accounts
- Verified outgoing wire payments submitted by Nesbitt burn's branches
- High level of knowledge using wealth management software including OLBB, Customer Connect, RIS and Broadridge
- Respond to emails from internal business partners, investment advisor's and sales assistants.
- Resolved complaints or issues while maintaining great customer/business partner relationships and upholding policies and procedures
- Experience with Il contributions, debit and crediting both CAD/USD accounts
Sales Associate
Oran LTD
06.2016 - 08.2018
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built strong client relationships through consistent communication and effective problem solving.
- Managed sales pipeline effectively, prioritizing tasks to maximize revenue potential.
Education
B125 Business Management - Business
George Brown College
Toronto, ON04.2021
Bachelor of Business - Business
Toronto Metropolitan University
Toronto Canada05.2020
High School Diploma -
Albert College
06.2018
Skills
- Research and analysis
- Complex Problem Solving
- Working collaboratively
- Equity trading
- Microsoft Excel proficiency
- SQL analytics
- Vendor coordination
Timeline
Analyst Capital Markets
Bank of Montreal
10.2023 - 01.2024
Mutual Funds Specialist
Bank of Montreal
06.2023 - 10.2023
Servicing Analyst
BMO
11.2021 - 05.2022
Sales Associate
Oran LTD
06.2016 - 08.2018
B125 Business Management - Business
George Brown College
Bachelor of Business - Business
Toronto Metropolitan University
High School Diploma -
Albert College
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