Edward Hewitt Email & Phone Number

Alberta, Canada

Edmonton, Alberta, Canada

-Establish rapport with all potential clients to transfer new assets to TD Direct Investing.-Accountable to acquire new prospects and external assets – new account openings etc.-Strong commitment to customer service, with a strong emphasis on CEI (New Account management, education, proactive calls, etc). Every Client, Every Time – legendary client.

Markham, Ontario, Canada

Risk Mitigation Credit Risk Mitigation call outs for Margin accounts: Stocks, Options, Options Spreads. Rejected Trade Management Risk Mitigation: Determining high risk to business rejected trades and informingclients. TFSA/RSP Over Contribution Cases, CRA Tax Penalty Cases, Completing Global Anti Money LaunderingRequests.

Markham, Ontario, Canada

Licensed Investment Representative for Stocks, Bonds, Mutual Funds, GICs. Winner of Multiple TD Awards.Trainer/Educator for Colleagues at TD Direct Investing to enhance Proficiency/ skills.Almost 2 years expert experience with Financial Customer Service and Financial Sales.

Oshawa, Ontario

Finance and Accounting Major Graduate. Previous member of the University of University of Ontario Accounting Association. Previous Member of the UOIT Investment Club. Prior Teachers Assistant to multiple 3rd year finance courses.

MNP Markham

Experience with Caseware and Taxcycle.Experience completing procedures on multiple small and medium size audits. These include Cash Confirmations, Examining Outstanding Cheques, testing Accounts Receivables for Bad Debts, recalculating PPE Continuity Schedules (Acquisitions, Dispositions, Retirements), Interest Reasonability Tests, Revenue Cutoff Testing.

Sears NLC, Vaughan

Mobile Equipment Operator. Licensed and experienced on Tugger, Order Picker, and Stacker/Man up. Worked in Shipping and Receiving; unloading and loading tractor-trailers. Worked in Storage bringing items from shelve sections to the floor.

Ajax, Ontario

Responsible for organizing footwear back into their individual she boxes. Responsible for Sales by providing valuable information about the shoe products to customers and also determining foot sizes for customers. Responsible for helping to close up the store afterhours by cleaning up, taking out garbage and shutting unnecessary utilities off.

Greater Toronto Area (GTA)

Assisted under supervision in: Attic work, Roof work, Installations, leak proofing, drywall cutting, barrier and condensation proofing. I generally worked 3-8 hour days, 5 days a week. I also wrote up invoices and collected payments from customers.

Pickering, Ontario

Co-operative Education Placement. While working there I conducted research for constituents. I also filed and organized paperwork into categories for the office, along with creating written reports on behalf of Tracy MacCharles. I acted as a constituent assistance when out at public events.

Bachelor Of Commerce - Bcom, Accounting And Finance

Cfa Chartholder, Banking, Corporate, Finance, And Securities Law

CFA level 1 Candidate. Exam schedule Feb 2023.

Dfol, Finance, General, 87

Completed CSC and CPH and DFOL.

Education record

Activities and Societies: Environmental council