Andrea Hernandez
Financial Advisor @IG Wealth Management
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WORK HISTORY
Financial Advisor @IG Wealth Management
Financial Planning & Advisory – Provide guidance on estate planning, debt management, insurance, and mortgages.•Regulatory Compliance – Ensure adherence to financial planning standards and regulatory guidelines in all interactions.•Escalation Management – Review, collaborate, and resolve client issues efficiently while working with cross-functional teams.•Strategic Contributions – Support business growth initiatives and implement IG Wealth Connect strategies.•Client Servicing – Manage servicing activities for registered and non-registered accounts, including updates, requests, and quality control.•Process Optimization – Identify and implement business and operational improvements to enhance efficiency.
EDUCATION
Escuela Colombiana de Ingeniería Julio Garavito
Bachelor's degree, Industrial Engineering
Humber College
Project Management with Honours , Business, Management, Marketing, and Related Support Services
Universidad del Rosario
Postgraduate Diploma WES ECA# 3429781IMM, Marketing administration
SKILLS
ABOUT ANDREA HERNANDEZ
Delivery and Project Manager with 10+ years of experience in the financial sector. Skilled in project planning and execution, with a track record of successfully leading cross-functional teams in Waterfall and Agile environments to achieve project goals. Developed 5 financial models that accurately forecasted project costs and revenue, resulting in 10% increase in profitability. Proficient in MS Office suite and collaboration tools, resulting in 20% increase in team productivity and 10% decrease in project delays. Holds a Bachelor’s in Industrial Engineering currently pursuing PMP certification.
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