Investment Planning Counsel

- Deal with time sensitive and confidential material (Estate settlements, cheque deposits, opening and set up of staff accounts, set up of power of attorney on a client’s account) in a professional and compliant manner.
− Prepare appropriate meeting materials (portfolio evaluation report, power of attorney forms, fund facts), depending on the type of appointment, including TCE documentation. 
− Ensuring that all daily trades and transfer outs are completed accurately and promptly.
− Communicate openly with advisor and teammates regarding daily tasks.

Client Experience Specialist

• Process financial transactions like deposits, withdrawals and bill payments as
per standardized operating procedures, industry regulations and TD's Code of
Conduct and Ethics.
•   Achieve 88% on the Legendary Experience Index (customer experience survey), above the branch’s goal of 80.2%, by building strong relationships with clients and completing various types of transactions (deposits, cheque certifications, mortgage payouts)in a timely and accurate manner
• Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary
•  Identify and refer high-value clients to financial advisors, increasing investment with TD Waterhouse by developing a deeper understanding of consumers’ needs and optimizing customers’ savings to ensure highest return on investment

Customer Experience Associate

Banana Republic

− Promoted the value and benefits of the customer loyalty program, leading to a 10% beat on expected customer signup rate for the program on a weekly basis
− Responded to customer questions from a detailed understanding of products, resulting in a customer satisfaction rating of 90%
− Collaborated with team members in handling cash registers, managing the sales area, organizing inventory room, labeling products, unloading merchandise, and cleaning up

Brand Associate

Rotman Commerce International Business Association

- Planned events for student group by managing events calendar, developing program planning timelines as well as leading marketing and communications resulting in increased engagement with RCIB events
         - Led a team of five committee members in planning and execution of student-run programs, such as the RCIBA Case Competition and Prepare for Takeoff (First Year Event) by leading weekly meetings, creating project management workback schedules and delegating roles and resulting in smooth and effective event experiences

Director Of Events

Events Committee Member

Rational Capital Investment Fund (University of Toronto)

Conducted in-depth qualitative and quantitative analysis on investments with a focus on quality small-cap businesses and special situations
        -   Produced detailed research reports by developing investment thesis, business description, industry analysis, risks, and DCF and  Comparable Company Valuation, resulting in a comprehensive understanding for fund members and investors

Analyst

Walmart

•	Prepare and reset Receiving Area
•	Unload and sort general merchandise trailers
•	Assist in stocking the salesfloor as assigned

Fulfillment Associate

Harry Rosen

•	Maintained visual appearance of the store to standards of Harry Rosen at all times
•	Merchandise replenishment as required
•	Communicated with customers and store personnel

Visual Support Associate 

My name is Santiago Bohorquez. I graduated from  the University of Toronto's Rotman Commerce, specializing in Management with a focus in Finance.

In my current role as a Client Experience Specialist at Investment Planning Counsel, I enjoy interacting with our clients and effectively supporting my advisor in an administrative capacity to help the clients achieve their financial goals. In addition, I also enjoy all aspects of personal finance and aspire to eventually become an Investment Advisor.

Outside of the office, you can find me at the gym training Mixed Martial Arts. I have trained Goju-Ryu Karate, reaching the rank of blue belt, Brazilian Jiu-Jitsu, and MMA.

Finally, I am passionate about learning languages. I am fluent in Spanish and English, conversational French, and beginner level in Portuguese.

If you ever want to chat about stocks, the economy, languages, martial arts, or anything else, feel free to reach out to my email santiago.bohorquezfernandez@mail.utoronto.ca.

Taplio

Santiago Bohorquez's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Santiago Bohorquez's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Santiago Bohorquez's Linkedin Analytics