Eduard O.

Eduard O.

Finance Intern

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

Connect with Eduard O. to Send Message

Connect

Connect with Eduard O. to Send Message

Connect
  • 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