Moris Menezes
Financial Advisor @Scotiabank
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WORK HISTORY
Financial Advisor @Scotiabank
Barrie, ON, CA
In-Branch Appointments: Meeting 15+ clients per week resulting in investment purchases and renewals of quarterly- Investment Planning: Assisted clients plan their 360-degree financial picture by discussing $250-$750 PACs (pre-authorized monthly contributions) towards portfolio solutions- Outbound Proactive Calls: Surpassed weekly calling quotas by 65% by reaching out to 40+ clients per week for in-branch investment meetings- Partner Referrals: Identifying HNIs (High Networth Individual) clients with $500K-$1M+ in investments and arranging meetings with partner departments such as CFPs, Private Banking, Wealth Management, etc- Mortgages: Met with clients 3-6 months prior to mortgage maturity resulting in timely renewals/refinances of mortgages per month- Credit Products: Conducted hard credit checks to issue credit cards / LOCs worth depending on client needs- Asset Consolidation: Discussed retirement needs, inheritance and estate plans with senior clients and assisted consolidating all investments from other financial institutes to Scotiabank.
EDUCATION
Rosary High School, Vadodara
K-12 Education
IDP
IELTS - International English Language Testing System, English Language and Literature, General
The Maharaja Sayajirao University of Baroda
Bachelor of Commerce (Human Resource Management), Business/Commerce, General
Georgian College
Post Baccalaureate Diploma - Global Business Management, Business/Commerce, General
ABOUT MORIS MENEZES
I\'m Moris Menezes, and my journey in the realm of commerce and global business management has been both fulfilling and dynamic. It all began with my Bachelor of Commerce from MS University, India, where I delved deep into the fundamental principles of business. Seeking to broaden my horizons, I pursued a Post Graduation Diploma in Global Business Management from Georgian College, Barrie Campus, where I gained invaluable insights into navigating international markets and strategies. My professional path has been characterized by versatility and adaptability. As a Night Auditor at Holiday Inn Express - an IHG Hotel in Barrie, Ontario, I developed a keen eye for detail and a knack for thriving in fast-paced environments. This role instilled in me the importance of proactive problem-solving and maintaining high standards of service, even during the wee hours of the night. Currently, I\'m serving as a Financial Advisor at Scotiabank, where I\'m passionate about empowering clients to achieve their financial aspirations. Whether it\'s crafting personalized financial plans or providing expert advice, I find immense satisfaction in helping individuals navigate their financial landscapes and secure their futures. Beyond my professional endeavors, I\'m an avid consumer of podcasts and interviews. I find joy in exploring diverse topics and perspectives, constantly seeking to broaden my knowledge and understanding of the world around me. Barrie, Ontario, serves as the backdrop to both my professional and personal pursuits, offering a vibrant community and endless opportunities for growth and connection. In me, you\'ll find a proactive and forward-thinking professional, driven by a passion for continuous learning and making a positive impact. I\'m always eager to connect with like-minded individuals and explore potential synergies and collaborations. Let\'s connect and embark on a journey of mutual growth and success in the ever-evolving landscape of business and finance. Disclaimer - Views Personal.
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