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Dayton S. — Mid-Level Financial Advisor from Canada

Dayton S.

Mid-Level Financial Advisor

Canada 6+ years
Open to offersNew to Platform
Languages
English
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About

Dayton S. is a results-driven financial professional based in Toronto, ON, boasting three years of dedicated industry experience. He has proven expertise in providing comprehensive financial planning and investment advisory services for both individuals and businesses. At companies like Wealth Stewards Inc and Broadridge Financial Solutions, Dayton successfully guided clients to achieve financial goals through strategic asset allocation, risk management, and personalized financial solutions. With a deep understanding of financial markets, he demonstrates excellent skills in financial forecasting and wealth management. His role as an Account Executive involved developing customer relationships and exceeding revenue goals, showcasing his proficiency in investment planning and analysis. Furthermore, his tenure at Eljay Shipping Inc. in 3PL logistics highlighted his capabilities in freight coordination, optimizing transportation costs, and ensuring customer satisfaction. Dayton holds a Bachelor’s degree in Business Administration from Trent University and has achieved certifications such as the Certified Investment Manager (CIM).

Experience

  • Client Relations

    Eljay Shipping Inc. · 2024 — 2025
    Coordinated freight movements between shippers, carriers, and customers to ensure timely and cost-effective deliveries. Managed relationships with third-party carriers and vendors, negotiating freight rates to optimize costs. Addressed and resolved shipping discrepancies, damages, and customer complaints while proactively communicating shipment status and updates to stakeholders.

  • Account Executive

    Broadridge Financial Solutions · 2023 — 2024
    Developed relationships with customers and partners to achieve revenue and profit targets. Delivered product demonstrations and proposals to prospective clients, ensuring effective presentation of offerings. Coordinated internal processes related to accounts to guarantee timely receipt of products and services by clients.

  • Executive Associate

    Wealth Stewards Inc. · 2020 — 2022
    Supported the Managing Director in streamlining operations and managing client relationships. Ensured compliance with relevant regulations and procedures during interactions with clients.

  • Financial Analyst Summer Student

    Siemens Canada · 2019 — 2019
    Analyzed financial data and provided explanations for variances in close collaboration with senior business and unit managers.

  • Executive Research Assistant

    ROI Corporation · 2018 — 2018
    Assisted with dental research, analysis, and administrative tasks to support firm executives in decision-making and management responsibilities.

  • Warehouse Worker

    Thomson Group of Companies · 2015 — 2016
    Operated a forklift in the Thomson dairy warehouse, handling inventory movement from storage stacks to loading docks. Responsible for weekly inventory tracking to maintain accurate stock levels.

  • Private Wealth Consultant

    Wealth Stewards Inc.
    Collaborated with clients to evaluate their financial situations, focusing on income, expenses, assets, and liabilities. Offered guidance on investment strategies and asset management to reach financial objectives. Analyzed various investment options to develop diversified portfolios, monitoring them to align with clients' risk tolerance and investment policy statements.

Skills & Expertise

Financial Accounting AnalysisSalesSupply Chain

Education

  • Bachelor's Degree: Business Administration
    Trent University · — — 2020
  • High School Diploma
    Appleby College · — — 2016