JONATHAN BOWERS JR.
Summary
Ambitious and progressive financial services professional with strong interpersonal skills and critical thinking capacities. Certified, knowledgeable, and experienced in investment and financial analysis, modeling, and presentations. A hard-working, collaborative leader with an excellent track record of dependability and exceeding targets. Impassioned by delivering an exceptional client experience and apt at applying philosophical thinking to financial practices.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Junior Investment Advisor
Manulife Wealth Diligence
04.2024 - Current
- Identified and secured prospective clients through sales development efforts such as cold calling and networking events.
- Met and collaborated with prospective clients to ascertain financial goals, provide recommendations on investment solutions, and build meaningful long-term relationships.
- Conducted market research to identify trends, market opportunities, and investment strategies.
- Prepared client presentations, comprehensive financial plans, investment analyses, and portfolio proposals.
- Closed investment assets totaling $10 million in a one-year span.
Intern
Goldsmith Gallery Jewelers
05.2022 - 09.2022
- Assisted with customer consultations, providing product information, discussing customization options, and ensuring excellent customer service and satisfaction.
- Acquired extensive hands-on experience and training with high-end jewelry, Rolex watches, and GIA-certified diamonds. Executed sales totaling $350,000 in a four-month span.
- Managed and inspected inventory of jewelry, watches, and diamonds totaling $11 million USD. Ensured proper handling and filing of clients' products and repairs.
- Ensured thorough security measures were regularly practiced.
Gallery Assistant
Galerie MX
04.2020 - 04.2022
- Carefully handled and transported fine art, including sculptures, paintings, and pictures. Managed inventory of fine art, sculptures, and pictures totaling $10 million CAD.
- Conducted notable installations for private clients, residency staging, formal events, and business offices. Collaborated with curators to select artwork for display in accordance with exhibition themes.
- Facilitated gallery tours to educate visitors and prospective clientele on the history of the artworks and their creators. Ensured thorough security measures were regularly practiced.
Education
Bachelor of Commerce - Business Management
Concordia – John Molson School of Business
Montréal, QC08.2023
High School Diploma -
St. John's Preparatory High School
Danvers, MA01.2018
Skills
- Financial Research and Modelling
- Portfolio Management
- Risk and Needs Assessment
- Regulatory and Ethical Compliance
- Business Development
- Investment Philosophy
- Client Retention and Collaboration
- Analytical and Creative Innovation
- Sales Proficiency
- Exceptional Communication Skills
- Strategic Problem Solver
- Keen Attention to Detail
Certification
- Canadian Securities Course Certification (CSC), February 2024
- Conduct and Practices Handbook (CPH), March 2024
Timeline
Junior Investment Advisor
Manulife Wealth Diligence
04.2024 - Current
Intern
Goldsmith Gallery Jewelers
05.2022 - 09.2022
Gallery Assistant
Galerie MX
04.2020 - 04.2022
Bachelor of Commerce - Business Management
Concordia – John Molson School of Business
High School Diploma -
St. John's Preparatory High School
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