Karla Jimenez

Graduate of Business management, hardworking and dedicated. Always looking for new challenges that will allow me to apply and further develop my acquired skills.

FINANCIAL ADVISOR at CAPITAL FINANCIAL PARTNERS (2025-12 – Present)

• Tax-Efficient Investment Strategies
• Portfolio Construction and Optimization

SENIOR INVESTMENT ADVISOR at NATIONAL BANK OF CANADA (2024-01 – 2025-12)

• Financial Planning: Development of comprehensive personal financial plans for clients, covering areas like cash management, investments, retirement planning, estate planning and insurance coverage.
• Client Relationship Management: Building and maintaining strong, trusting relationships with clients to understand their financial needs and goals.
• Investment Advice: Provide expert advice on investment strategies, products, and market trends, helping clients achieve their financial objectives.
• Portfolio Management: Monitor and manage client portfolios to ensure they meet their financial goals and remain profitable.
• Business Development: Identify and pursue new business opportunities, and attract new clients to expand the portfolio.
• Compliance: Adhere to all relevant regulations and industry standards.

ACCOUNT MANAGER at BANK OF MONTREAL (2023-01 – 2024-12)

• Financial management advice
• Promotion of investments (Mutual funds, ETFs, GICs)
• Proactively engaging with clients
• Building of credit files (mortgages, refinancing, loans)

ACCOUNT MANAGER at ROYAL BANK OF CANADA (2022-01 – 2023-12)

• Proactively engaging with clients
• Reviewing financial needs and providing expert advice
• Analyzing and building credit cases
• Partners Referrals

CLIENT ADVISOR at ROYAL BANK OF CANADA (2021-01 – 2022-12)

• Central Cash
• Completing financial transactions
• Delivering outstanding service experience
• Resolving and Preventing client dissatisfaction

SALES ASSOCIATE at TJX COMPANIES (2019-01 – 2021-12)

• Managing financial transactions
• Assisting Customers
• Complaint Handling

EXECUTIVE ASSISTANT at CASA MUSICAL AJ (2015-01 – 2017-12)

• Overseeing all incoming and outgoing communications, including emails, phone calls, reports, and internal correspondence
• Keeping the executive's calendar up-to-date, including adding events, rescheduling appointments and providing daily briefings
• Planning and organizing events

CANADIAN INVESTMENTS FUNDS - IFSE Institute

DEC in BUSINESS MANAGEMENT – LaSalle College (2017-01 – 2020-12)

DIPLOMA in BILINGUAL SCIENCES – International British School (2011-01 – 2017-12)