
Josiah A.

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About me
Helping Professionals Build Wealth & Business Ownership in Finance | Licensed Insurance & Investment Advisor
Education

Charles dale memorial international school
2008 - 2014
University of Prince Edward Island
2017 - 2019Certificate/Diploma Public AdministrationActivities and Societies: Chief Event Coordinator - Society for International Students

University of Prince Edward Island
2015 - 2019Bachelor of Business Administration - BBA Business Administration, Management and OperationsActivities and Societies: Chief Event Coordinator - Society for International Students
Experience

University of Prince Edward Island
Oct 2015 - Apr 2017Student Assistant ITSS
Sept 2015 - Apr 2017Robertson Library Digitization Lab Assistant
Oct 2015 - Apr 2016

Walmart Canada
Dec 2016 - Apr 2017Customer Service Representative
2Nite Entertainment
Mar 2018 - nowFounderHost and organize events such as birthdays, fundraisers, and get togethers.• Schedule meetings with members of the company.• Promote Events through social media and other platforms

HGS - Hinduja Global Solutions
May 2018 - May 2019Customer Service RepresentativeAssist customers with issues regarding their cable bill.• Take cable payments from customers on behalf of shaw communications.• Sell new cable products to customers

Invesco US
Apr 2019 - May 2021Client Administrative Representative• Assisted clients with mutual fund inquiries, account setup, and transaction processing, delivering a high standard of customer service and satisfaction.• Executed accurate and timely allocation and purchase of Invesco mutual funds for shareholders, ensuring adherence to regulatory requirements.• Prepared and updated client documentation, ensuring compliance with industry regulations and internal policies.• Collaborated with a team of financial professionals to ensure seamless client service and effective account management.• Developed strong product knowledge and provided clients with tailored investment solutions based on their financial goals and risk tolerance. Show less

Sleep Country Canada
May 2021 - Aug 2021Sales Associate
Canada Revenue Agency - Agence du revenu du Canada
Sept 2021 - nowCollections Contact Officer• Successfully manages a portfolio of taxpayers and effectively communicates with them to address outstanding debts to the federal government.• Negotiates and establish suitable payment arrangements with taxpayers, resulting in increased debt recovery and reduced delinquency rates.• Demonstrates strong problem-solving skills in resolving complex tax-related issues and providing accurate and timely information to taxpayers.• Maintains a high level of professionalism and customer service while dealing with challenging situations and ensuring taxpayer compliance with tax regulations.• Collaborates with internal teams to streamline processes and improve the overall efficiency of the collections department. Show less

WORLD SYSTEM BUILDER
Sept 2022 - nowFinancial Literacy Coach
Licenses & Certifications

Canadian Ethics Course for Life Insurance Agents
Oliver's LearningSept 2023.webp)
Anti-Money Laundering
World Financial Group (WFG)Sept 2023
Life Insurance License (LLQP)
IFSE Institute
Harassment and Violence Prevention
Canada School of Public Service | École de la fonction publique du CanadaSept 2021
Security Awareness
Canada School of Public Service | École de la fonction publique du CanadaJun 2023- View certificate

Qualitative Analysis
UPEI Office of Continuing Education and Professional DevelopmentNov 2022 
Agile Principles and Methodologies
Canada School of Public Service | École de la fonction publique du CanadaJan 2023
Understanding Unconscious Bias
Canada School of Public Service | École de la fonction publique du CanadaDec 2021
PURSUING: CANADIAN SECURITIES COURSE
Canadian Securities Institute
Overcoming Your Own Unconscious Bias
Canada School of Public Service | École de la fonction publique du CanadaDec 2021
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