Knowledge Skills and Expertise in Customer Care

Career Preliminary Questionnaire

It is in line with the advert that appeared in the national daily paper concerning the vacancy in your organization that I wish to express my wish to feel the advertised position. I strongly believe I have adequate skills that meet the threshold requirements for a financial advisor trainee in your organization. I have a bachelor’s degree in Economics (Honors) from Queen’s University-Kingston, Ontario. This implies my vast knowledge in economics related fields such as Accounting, Macroeconomics, Microeconomics, Econometrics, and Statistics among other fields. Apart from this, I have a certificate in Canadian Security Course (CSC) and Investment Funds in Canada (IFIC) from the Canadian Securities Institute. I completed my high school level studies from the Langley Secondary School- Langley, British Columbia with Honors in Grade 11 and 12. Presently, I work with the CIBC Langley Banking Center as a Customer Service Representative (since 2012). Working with the company has equipped me with significant skills and knowledge related to business and financial management. For instance, I have developed excellent communication skills, interpersonal skills, and flexibility in the execution of organizational activities. In addition, working with the company has enhanced my professionalism in the workplace, thereby, improving my competencies.

In 2013, I worked with the HimeJapanese Restaurant LTD- Vancouver, B.C as the assistant manager in the company. As a manager, I accomplished the realization of the organizational objectives using interventions such as training, scheduling, disciplining, and recruiting. Similarly, I facilitated the realization of the organizational objectives by developing the desired action plans and conflict management alongside adopting strategies that met the financial needs of the organization. Moreover, I worked with the Aurora Park Inn and Suites-Dawson Creek, B.C in 2007/2008 as an assistant manager or Front Desk Reception. Holding the position built my leadership and management competencies through various organizational activities. For instance, I took the responsibility of training and inspiring the employees to facilitate the realization of the organizational objectives alongside organizing accounts that are payable and receivable procedures. In addition, I performed other responsibilities such as supervising and assigning responsibilities, answering calls for reservations, balancing daily budgets, handling cash with accuracy and efficiency, and ensuring the provision of quality customer care. Through this, I acquired significant knowledge, skills, and expertise required for facilitating the success of the organizational activities alongside satisfying the needs of the customers.

Furthermore, I am legally eligible to work in Canada because I have permanent residency status. As such, my status will not inconvenience the execution of organizational activities because I will always be available to meet the organizational demands. Working with Scotia Bank has been among my key aspirations as a future professional Financial Advisor Trainee. Working with your company will also facilitate my professional and personal development, therefore, my marketability. Moreover, the reputation of your company has been a motivating factor as my sister has always given me positive feedback concerning the services and opportunities provided by the organization.

Based on the above, I would like to apply for the post of Financial Advisor Trainee with your organization. The post will allow me to execute different organizational activities such as growing and maintaining the wealth of the clients alongside advising them on issues related to their financial needs. I am interested in pursuing a career in the field of financial sales as it will allow me to extend my career and improve knowledge of saving and growing money among the organizational clients. A number of factors make me apply for the advertised position in your organization. Firstly, the organization I work with has a low budget that is expected to extend until 2015. The company has hiring freeze that will extend until 2015. Secondly, I have four years banking experience, and I feel I should consider working with a more competitive organization that the present company I work with. Thirdly, I have the required educational knowledge that meets the requirements stated in the advert alongside other areas I have specialized in, thereby, the need for working with a competitive organization.

From a personal perspective, my perfect job is working as a financial advisor as it contributes significantly to the realization of my professional and personal goals. I enjoy building my personal relationships with my clients. Helping others maintain their financial status is my passion. Factors such as high energy, easy going, and my outgoing personality, drive me to perform my job with the expected level of competency. I have various strengths that make me a suitable candidate for the post. Among my strengths, include having excellent rapport skills, adequate banking knowledge, and outgoing personality. However, my weaknesses such as poor control of emotions, lack of patience, and inability to multi-task for long periods affect my ability to deliver always as expected. My educational background such as bachelor’s degree, IFIC, and CSC makes me the most suitable candidate to fill the position. Similarly, my marketing experience in the above organizations increases my suitability to the advertised position. I am also geographically mobile and can commute to a maximum of one hour and willing to live in Langley and Surrey area, as I am Asian. I am available to work depending on the organizational needs. My salary expectations are between $4,000 and $45,000. However, I am willing to take the market price depending on my level of education and organizational policy. My career goal is to become a senior financial advisor in the future. Other skills that make me suitable for the position include advanced computer skills, advanced power points and word, and Korean as my second language. Therefore, I look forward to your consideration for the above-stated post.

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