John Burdyny
VP Finance at Undisclosed- Claim this Profile
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Bio
Credentials
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Life and Accident and Sickness Insurance License
Insurance Council of BCJun, 2009- Nov, 2024 -
Canadian Investment Funds Course
The Investment Funds Institute of Canada (IFIC)Mar, 2009- Nov, 2024 -
2020 CFA Level III Candidate
CFA Institute
Experience
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VP Finance
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Jan 2018 - Present
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Undisclosed
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Nov 2010 - Present
For more details on my occupational experience in this role please contact me.During my time I have had many unique experiences which has built my project management skills, demonstrated my ability to work effectively under stressful situations and further my sales skills.
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Member
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May 2009 - Nov 2010
Volunteer position to assist in Rotary's efforts in helping the community both in the area where members work and globally. During my time here I was selected to manage our club's donations to Rotary International.I was chosen to represent our club in print and media advertisements featured in newspapers throughout British Columbia, phonebooks and other sources of print media. Served on the board as spokesperson for new membership.
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Consultant
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Mar 2009 - Sep 2010
I helped Canadians accomplish their financial goals. Throughout my time here I recruited clients, built portfolios and managed client relationships. I provided my clients with services related to insurance, mutual funds, mortgages and brokerage services. My primary objective was building customized financial plans suitable to each individual client's needs. In my first year of employment I received the "Pillar" award issued to the top 10% of first year consultants.Despite… I helped Canadians accomplish their financial goals. Throughout my time here I recruited clients, built portfolios and managed client relationships. I provided my clients with services related to insurance, mutual funds, mortgages and brokerage services. My primary objective was building customized financial plans suitable to each individual client's needs. In my first year of employment I received the "Pillar" award issued to the top 10% of first year consultants.Despite leaving this role to pursue another opportunity, I had built such enriching relationships with clients that I maintain many of those today. Show more Show less
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Education
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Royal Roads University
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Camosun College