Yashan Basnayake
Associate, Insurance & Annuity Administration @Raymond James Ltd.
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WORK HISTORY
Associate, Insurance & Annuity Administration @Raymond James Ltd.
Vancouver, BC, CA
Acting as Subject Matter Expert (SME) in my capacity as the Segregated Funds and Annuities Administratir across Canada, I am responsible for the product shelf supporting its operational efficiency and compliance. Conducting quality control reviews and validating licensing and agency agreements to ensure regulatory adherence. Collaborating with internal departments and external vendors to resolve operational issues and execute trades effectively. Developing and maintaining procedural documentation and training materials to support internal stakeholders. Delivering presentations and training sessions to enhance understanding of insurance products as financial planning tools. Building and maintaining strong relationships with insurance carriers and internal advisors to support business growth.
EDUCATION
Durham College
Certificate in Financial Service Advise
The University of Akron
Polymer/Plastics Engineering
Global Association of Risk Professionals (GARP)
Financial Risk Manager (FRM)
Canadian Securities Institute
Registered Life Insurance Agent
Douglas College
Finance and Financial Management Services
Canadian Securities Institute
Registered Mutual Fund Advisor
SKILLS
ABOUT YASHAN BASNAYAKE
Accountable, dedicated and driven Investment & Wealth Management professional with a passion for helping Canadian Investors realize their financial independence. Striving to empower and influence positive change through consultative and collaborative engagement.
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