Ezra Ho
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Ezra Ho Email & Phone Number

Senior Financial Advisor at Scotiabank
Location: Calgary, Alberta, Canada 4 work roles 1 school
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Current company
Scotiabank
Role
Senior Financial Advisor
Location
Calgary, Alberta, Canada
Company size
62849 employees

Who is Ezra Ho? Overview

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Quick answer

Ezra Ho is listed as Senior Financial Advisor at Scotiabank, a company with 62849 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Ezra Ho.

Ezra Ho previously worked as Financial Solutions Manager at Prospera Credit Union and Money Advisor at G&F Financial Group. Ezra Ho holds Bachelor'S Degree, Economics from Simon Fraser University.

Company email context

Email format at Scotiabank

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Scotiabank

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Profile bio

About Ezra Ho

Experienced financial advisor with a demonstrated history of working in the investment and retail lending areas. Skilled in developing and maintaining client relationships.

Listed skills include Leadership, Microsoft Office, Management, Customer Service, and 3 others.

Current workplace

Ezra Ho's current company

Company context helps verify the profile and gives searchers a useful next step.

Scotiabank
Scotiabank
Senior Financial Advisor
toronto, ontario, canada
Website
scotiabank.com
Employees
62849
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Company profile
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4 roles

Ezra Ho work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor

Current
Scotiabank
  • Consistently exceeding performance expectations by achieving targets every quarter
  • Taking a proactive approach to discovering our customer needs
  • Educating customers, providing relevant insights and expert advice
  • Building customer’s comprehensive plans using a holistic approach to help them achieve their goals
  • Nurturing strong, long-standing relationships
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Jul 2022 - Present

Financial Solutions Manager

Prospera Credit Union
  • Developed, maintained, and grew the branch wealth management portfolio, including both mutual funds and term deposits
  • Actively searched for sales opportunities to achieve individual sales and profitability goals.
  • Developed a loyal client base by providing exceptional lending advice and financial solutions
  • Served as primary client contact for the mortgage throughout process, from initiation of inquiry to closing
Jun 2021 - Jul 2022

Money Advisor

G&F Financial Group
  • Conducted interviews with members to identify lending needs and to make recommendations
  • Analyzed applicants' financial status, credit, and property evaluation to determine loan feasibility
  • Provided professional financial advice on mortgage and execute mortgage origination process
  • Ensured accurate processing of deposit and investment products and services including TFSA, RRSPs, RRIF’s, RESPs and related transactions
Oct 2019 - Jun 2021

Sales Representative

Axis Planning Inc
  • Developed and maintained relationships with owners, managers, and key personnel to develop sales
  • Oversaw planning and product ranges, and prepared sales and stock plan in conjunction with buyers
  • Scheduled appointments for meeting with clients
  • Analyzed the specific needs of clients via careful data analysis to promote products efficiently
  • Monitored market activity and quoted pricing to maintain healthy profit margins
May 2018 - Sep 2019
Team & coworkers

Colleagues at Scotiabank

Other employees you can reach at scotiabank.com. View company contacts for 62849 employees →

PP Priji Pillai Priji Pillai Colleague at Scotiabank Mississauga, Ontario, Canada, Canada View → AF Ambar Florian Ambar Florian Colleague at Scotiabank Distrito Nacional, Dominican Republic, Dominican Republic View → CC Connie Cohen, Ba, Rfra Connie Cohen, Ba, Rfra Colleague at Scotiabank Greater Toronto Area, Canada, Canada View → VE Viridiana Enciso Higuera Viridiana Enciso Higuera Colleague at Scotiabank Mexicali, Baja California, Mexico, Mexico View → CC Chauntelle Carrega Chauntelle Carrega Colleague at Scotiabank Whitby, Ontario, Canada, Canada View → PV Parth Vora Parth Vora Colleague at Scotiabank Canada, Canada View → CE Ciro Edison Perez Valenzuela Ciro Edison Perez Valenzuela Colleague at Scotiabank Santiago, Santiago Metropolitan Region, Chile, Chile View → DG Daniel Gonzalez Daniel Gonzalez Colleague at Scotiabank Mexico, Mexico View → MF Melanie Frisz Melanie Frisz Colleague at Scotiabank Toronto, Ontario, Canada, Canada View → AP Aruna Persaud Aruna Persaud Colleague at Scotiabank Brampton, Ontario, Canada, Canada View →
1 education record

Ezra Ho education

FAQ

Frequently asked questions about Ezra Ho

Quick answers generated from the profile data available on this page.

What company does Ezra Ho work for?

Ezra Ho works for Scotiabank.

What is Ezra Ho's role at Scotiabank?

Ezra Ho is listed as Senior Financial Advisor at Scotiabank.

Where is Ezra Ho based?

Ezra Ho is based in Calgary, Alberta, Canada while working with Scotiabank.

What companies has Ezra Ho worked for?

Ezra Ho has worked for Scotiabank, Prospera Credit Union, G&F Financial Group, and Axis Planning Inc.

Who are Ezra Ho's colleagues at Scotiabank?

Ezra Ho's colleagues at Scotiabank include Priji Pillai, Ambar Florian, Connie Cohen, Ba, Rfra, Viridiana Enciso Higuera, and Chauntelle Carrega.

How can I contact Ezra Ho?

You can use AeroLeads to view verified contact signals for Ezra Ho at Scotiabank, including work email, phone, and LinkedIn data when available.

What schools did Ezra Ho attend?

Ezra Ho holds Bachelor'S Degree, Economics from Simon Fraser University.

What skills is Ezra Ho known for?

Ezra Ho is listed with skills including Leadership, Microsoft Office, Management, Customer Service, Microsoft Excel, Microsoft Word, and Microsoft Powerpoint.

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