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Eduard O.

Eduard O.

Finance Intern

Followers of Eduard O.430 followers
location of Eduard O.Toronto, Ontario, Canada

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  • Timeline

  • About me

    Financial Planning Associate | B.Com Finance Dalhousie University | Financial Modeling | Valuation Wealth Management | Risk Assessment

  • Education

    • Dalhousie University

      2015 - 2020
      Bachelor of Commerce - BCom Finance Major

      Activities and Societies: • Member of Dalhousie Investment Society: Fixed Income – 2017 • Relevant course work: Financial Institutions, Advanced Corporate Finance, Theory of Finance, Investment & Money Management • Took part in school rec flag football, softball and volleyball leagues

    • University of Jyväskylä

      2019 - 2019
      Finance, General

      Winter Exchange Program

  • Experience

    • Polymath

      Sept 2018 - Dec 2018
      Finance Intern

      • Executed 127 daily bank entries and 32 monthly reconciliations to maintain precise financial records. • Monitored ~$47K in expenses for compliance, managed cryptocurrency inflows and outflows, and collaborated on relocating 25 employees to a new office.

    • BlueCat

      May 2019 - Aug 2019
      Finance Intern

      • Developed six training documents for streamlined onboarding of interns. • Audited Salesforce data, resolving 175 inaccuracies, and implemented standardized correction processes. • Coordinated across teams to enforce 12 new Salesforce procedures for operational accuracy.

    • TD

      Nov 2021 - now
      Financial Planning Associate

      • Advised high-net-worth clients on investment products such as mutual funds and GICs. • Managed over 600 client relationships, optimized 350 new account processes, and trained 10 employees to promote a service-oriented culture and ensure policy compliance.

  • Licenses & Certifications

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Aug 2021
      View certificate certificate

    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Aug 2021
      View certificate certificate

    • Bloomberg Market Concepts

      Bloomberg LP
      Oct 2017

    • Wealth Management Essentials (WME®)

      Canadian Securities Institute
      May 2023
      View certificate certificate

  • Honors & Awards

    • Awarded to Eduard O.
      Medal for Good Service Scouts Canada Mar 2018