Preparing himself for the job market post graduation.
3 Internship Opportunities
The Gustavson program offers students the ability to gain real-world experience by having 3 mandatory 4-month internships within the program. Netan has progressed through his 3 internships with Scotiabank where he has taken on greater responsibility and added value at each step of his journey.
Customer Representative - Scotiabank - Victoria, BC
• Maximized customer experience by building long-term client relationships through his promise of service excellence
• Optimized branch financial earnings by referring over $210,000 per month to Financial Advisors by using strong product knowledge and analysis skills to discover sales opportunities
• Trained incoming employees on the banking polices and procedures by professionally handling personal daily cash flow of $8,000 to $14,000
• Earned 1st place in the 3 month SCENE Promotion campaign for most SCENE credit card referrals (110+ sales: credit limit of $500 – $20,000 per card)
Financial Advisor - Scotiabank - Victoria, BC
• Assisted customers reach their short-term and long-term goals through the use of various day-to-day accounts and effectively tailored credit products to
meet their lifestyle needs
• Conducted thorough analysis of possible investment and credit opportunities for single-product clients and communicated their value to Scotiabank by
promoting suitable products
• Demonstrated exemplary compliance standards through the execution of KYC, client suitability, and retail record keeping, which promoted strong ethical
behaviour and a keen focus on strong audit results
Portfolio Administrator, Private Investment Counsel - Scotia Wealth Management (1832 Asset Management L.P) - Vancouver, BC
• Supported senior portfolio managers with the daily up-keep of high net-worth ($1,000,00+) client investment portfolios
• Spearheaded the preparation of two successful $20 million prospective institutional client presentations
• Executed thorough research on individual client portfolio's and the Canadian and U.S. markets by utilizing various research platforms for portfolio
managers to present to clients, which resulted in new business opportunities
• Utilized advanced knowledge in Microsoft Excel to put together models, which allowed portfolio managers to clearly illustrate to clients the performance of
various portfolio mandates by highlighting the advantages of Canadian dividend income and tax consequences
