Justin Mathew
@justinmathew
Financial Advisor delivering needs-based wealth plans and measurable growth for clients and branches.
CanadaWhat I'm looking for
I’m a results-driven Financial Advisor with 12+ years of combined experience across banking and commercial real estate, consistently delivering exceptional customer service while exceeding sales targets.
I hold active IFIC and CSC certifications and am advancing toward the CFP designation to bring more holistic, comprehensive wealth advisory to every client relationship. I’m known for building trusted, long-standing relationships by uncovering real needs through discovery conversations and translating them into plans aligned to individual goals.
Across roles, I’ve driven growth through prospecting and business development, maintained strong compliance through KYC & AML standards, and strengthened client experience through education and support—including guiding digital banking adoption. I’ve also earned top recognition, including “Transaction Superstar” and “Circle for Excellence,” by pairing data-driven insights with end-to-end client lifecycle execution.
Experience
Work history, roles, and key accomplishments
Customer Service Representative
City Of Guelph
Oct 2023 - Present (2 years 8 months)
Provided front-line customer support by resolving inquiries and assisting clients with registration processes with accuracy and professionalism. Processed transactions reliably to maintain a seamless customer experience.
Provided needs-based advice on deposit accounts, credit products, and investment solutions to build comprehensive client plans aligned to individual goals. Drove branch business growth through discovery conversations, client relationship management, and mentorship of Customer Experience Associates.
Delivered tailored banking solutions by uncovering client needs and aligning product recommendations with financial goals in a fast-paced environment. Ensured regulatory compliance through accurate cash handling, daily reconciliation, and adherence to KYC/AML requirements.
Assistant VP, Commercial Real Estate
Nov 2019 - Dec 2022 (3 years 1 month)
Acquired 250+ clients through proactive prospecting and social media networking, including 22 exclusive mandates, to support strong revenue performance. Led end-to-end advisory engagements from needs discovery and data analysis through negotiation and contract execution.
Partner
Reliance Property
Sep 2016 - Nov 2019 (3 years 2 months)
Developed 40+ investor and stakeholder partnerships by networking and providing tailored insights to build a loyal client base. Managed the full client lifecycle from prospecting through transaction close while consistently exceeding sales objectives.
Managed a 2.8 million sq. ft. portfolio as the single point of contact between leadership and a nationwide agent network. Provided tailored financial and risk management advice and supported data-driven strategies that earned recognition for outstanding results.
Education
Degrees, certifications, and relevant coursework
Sheridan College
Postgraduate Certificate, Marketing Management
Completed a Post-Graduate Certificate in Marketing Management at Sheridan College in 2023.
Welingkar Institute
Postgraduate Diploma, Management (Marketing)
2011 - 2013
Completed a Post-Graduate Diploma in Management (Marketing) from Welingkar Institute from 2011 to 2013.
Birla College, University of Mumbai
Bachelor of Science, Biotechnology
2009 -
Earned a Bachelor of Science in Biotechnology from Birla College, University of Mumbai in 2009.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
Skills
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