Cody Weber, Cfp®, Rrc® Email & Phone Number

St. Catharines, ON, CA

Greater St-Catharines-Niagara Metropolitan Area

Greater St-Catharines-Niagara Metropolitan Area

Greater St-Catharines-Niagara Metropolitan Area

• Supported a Senior Financial Advisor by providing above and beyond customer service and managing clients’ emotions during times of turbulence
• Provided support to Senior Financial Advisor’s financial planning strategies to clients relating to tax planning, retirement savings, investment management and insurance needs by evaluating their life, emotional and.
• Worked with Senior Financial Advisor to provide tax efficient solutions unique to each clients needs by keeping more in their pocket and less in the government’s through working collaboratively with tax advisors
• Assisted firm's insurance advisor protect clients and their families by identifying opportunities for risk management strategies such as insurance policies (life, critical illness, and disability) and estate planning.

Greater St-Catharines-Niagara Metropolitan Area

Assisted clients with tax, retirement savings, investment and insurance needs by evaluating current standing and advising on appropriate solutions

St Catharines, Ontario, Canada

• Ensure client files are prepared before appointments through a thorough understanding of their holistic financial standing and compliance documentation.
• Manage the firm’s account receivable and payable tasks whilst maintaining relationships with suppliers utilizing my interpersonal skills and a keen understanding of the business’ needs
• Improving client satisfaction through meeting their requests in a timely manner and enhancing the firm’s use of our CRM system.

Niagara Falls, Ontario, Canada

Developed and deepened rapport with new and existing Members through understanding Members’ needs and providing appropriate financial solutions. This includes new accounts, credit products, investment advice, and promoting products and services to create a memorable customer experience. My dedication to my Members and ability to earn their trust has.

1812 Sir Isaac Brock Way, Brock University, St. Catharines, ON

Raised awareness of the Air Miles program at Brock University under a driven sales environment.

4342 Queen St Suite 450, Niagara Falls, ON

Assisted an Investment Advisor with day to day tasks such as addressing client concerns, analyzing revenue discrepancies in clients' fee-based accounts, and training the Lostracco Wealth Management team on migrating to a new Customer Relationship Management (CRM) system.

1055 Fountain St. North, Cambridge, ON

As a member of the Quality Control Receiving Inspection (Q.C R.I) team I was placed in many situations that enhanced my knowledge into key automotive industry topics such as production processes, employee-management relations, continuous improvement and innovation. I also dealt with multiple issues at once such as providing management insight into.

1 Toyota Place, Toronto, ON

Demonstrated my ability to handle multiple and conflicting priorities by effectively utilizing project management techniques to ensure tasks were completed as necessary, and deadlines were met. I utilized various technical software such as Microsoft Excel and Qualtrics to create and present monthly reports related to customer satisfaction scores at the.

110 Manitou Drive, Kitchener, ON

Coached and mentored employees through a shadowing program based on job characteristics, transfer of knowledge and skills, and delegation in a safe and supportive environment. Handled customer complaints and set up banquet halls through a keen attention to detail and utilizing time management abilities.

Honors Bachelor Of Business Administration, Coop Option, Finance, General, 3.7 Gpa

Education record