Licensed Assistant@ HollisWealth
Ottawa, Ontario, Canada
James Gilbert
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Carleton University
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FlashIntel GPTJames Gilbert is a highly skilled professional with 12.9 years of experience in customer service, teamwork, and Microsoft Office. Based in Ottawa, Canada, he is seeking a position that allows for career growth in the financial sector. James is known for his exceptional customer service skills and ability to excel in a position that focuses on client relations and data management. He is also a Financial Advisor and aims to build his own client base and book of business. With strong interpersonal skills and a solid financial acumen, James would be effective in expanding companies operations.
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About
My objective is to secure a position that will allow for career growth in the financial sector. I desire an opportunity that allows me to develop my analytical, research, organizational, and language skills. I have shown extreme competence in customer service and would excel in a position that is based upon client relations and data management. My goal is to become a Financial Advisor and to one day build my own client base and book of business. My strong interpersonal skill set and solid financial acumen would be effective in expanding any companies operations.
...See MoreWork Experience
Licensed Assistant
Financial Services
James Gilbert's Professional Milestones
- Insurance Specialist (2013-10-01~2016-11-01): Developed evidence-based strategies to optimize insurance policies and safeguard the financial stability of companies.
- Licensed Assistant (2017-11-01~): Demonstrated exceptional coordination with state administration committee, ensuring safe and efficient operation of the department.
Education
Financial Economics,
Bachelors,
Bachelor Of Arts,
Economics
2011-2016Skill
Customer Service
Teamwork
Microsoft Office
Time Management
Microsoft Word
Leadership
Microsoft Excel
Economics
Analysis
Team Leadership
Sales
Social Media
Property And Casualty Insurance
Underwriting
Data Analysis
Data Entry
Options Strategies
Chart Analysis
Trading Strategies
Risk Management
Customer Satisfaction
Powerpoint
Social Networking
Insurance
Management
Coaching
Certification
Colleagues
William McTavish
Director | Private Client Group Financial Advisor
Murray Morton
Senior Investment Advisor | Executive Director | Private Client Group
Greg Milley, P.Eng.
Director | Private Client Group Senior Investment Advisor
Katherine Wojcik, B.Sc., CFP®, FMA, FCSI®
director private client group | senior investment & insurance advisor at holliswealth
Kelly Wood
Financial Advisor | Director Private Client Group
Other Named James Gilbert
Frequently asked questions
We found 3 James Gilbert's email addresses
We found 1 James Gilbert's phone numbers
James Gilbert's social media include: Linkedin,
James Gilbert works for HollisWealth
James Gilbert's role in HollisWealth is Licensed Assistant
James Gilbert works in the industry of Financial Services
James Gilbert's colleagues are William McTavish,Murray Morton,Greg Milley, P.Eng.
James Gilbert's latest job experience is Licensed Assistant at HollisWealth
James Gilbert's latest education in Carleton University
