Verified recordFinancial Services

Juan Carlos Hernandez Florez

Financial Advisor at Ig Wealth Management

Based in Toronto, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Toronto

Industry

Financial Services

Company size

6.3K

Contact information

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Email

1 credit

j•••••••@ig.ca

Phone

5 credits

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Background

About Juan Carlos Hernandez Florez

Expertise in finance and investment with 5+ years of experience in business and personal banking services, finance business management, and retail Sales management. Highly motivated to achieve monetary success and strive for measurable results with a big impact. CEO of JCA Juancanadian startup concentrates on guiding international students to advance their professional paths in Canada and the USA. The Co-founder of Conectados Canada established a Hispanic community throughout Canada to assist professional international students nationwide. Knowledge in sales strategies, marketing strategies, branding, marketing, coaching sales teams, customer services management, financial portfolio management, and corporate account management is a part of my knowledge and experience that I want to bring to a professional environment. Learning to manage your finances will increase your confidence in developing new projects and achieving your goals. Taking time to learn and practice will give everyone who wants to be an expert a profile. Skills summary • Post Graduate program in Financial Planning. Entrepreneurial attitude to achieve sales and business plan results. • Deluxe customer service experience in Sales and Marketing strategy. Proactive learning about client's needs to approach them with new products and relevant procedures according to their needs and ambitions • Strong negotiation skills to develop a long-term client relationship. Fast learner to adapt to new, fast-paced environments and educate customers with relevant expertise and advice • Professional written and verbal communication skills in English and Spanish. High proficiency in delivering relevant information in person, by email, and by phone to build strong relationships with high-value clients • Excellent Microsoft Office proficiency including Excel (Formulas, Table, Pivots, Lookups), Word, PowerPoint, Outlook, Teams, Internet Explorer, and finance programs such as Horizon, ECRM, Compass, COINS, Branch Net • Manage information and develop marketing strategies based on statistical information and historical databases. Strong analytical and problem-solving skills to exceed client needs and expectations

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