Karla Jimenez
@karlajimenez
Financial Advisor at Capital Financial Partners, helping clients plan estates, build portfolios, and prepare for retirement.
CanadaWhat I'm looking for
At Capital Financial Partners, I advise on estate and succession planning, tax-efficient investment strategies, portfolio construction, retirement planning, and asset protection. I’m currently working as a Financial Advisor in Quito, Ecuador.
Previously, I was a Senior Investment Advisor at NATIONAL BANK OF CANADA, developing personal financial plans and advising clients on investments, portfolios, and financial goals. My experience also includes account management at BANK OF MONTREAL and ROYAL BANK OF CANADA, along with client service and retail roles.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Capital Financial Partners
Dec 2025 - Present (11 months)
Provided financial planning including estate and succession planning, tax-efficient investment strategies, portfolio construction and optimization, retirement planning, and asset protection.
Senior Investment Advisor
National Bank of Canada
Jan 2024 - Jan 2025 (1 year)
Developed comprehensive personal financial plans, managed client relationships, provided investment advice, monitored portfolios, pursued business development, and ensured compliance.
Provided financial management advice, promoted investment products, engaged with clients, and built credit files for mortgages, refinancing, and loans.
Engaged with clients, reviewed financial needs, provided expert advice, analyzed and built credit cases, and facilitated partner referrals.
Handled central cash operations, completed financial transactions, delivered outstanding service, and resolved client dissatisfaction.
Managed financial transactions, assisted customers, and handled complaints.
Executive Assistant
Casa Musical AJ
Jan 2015 - Jan 2017 (2 years)
Oversaw communications, managed the executive's calendar, and planned and organized events.
Education
Degrees, certifications, and relevant coursework
IFSE Institute
Canadian Investment Funds, Investment Funds
Completed the Canadian Investment Funds course at IFSE Institute in 2022.
LaSalle College
DEC, Business Management
2017 - 2020
Pursued a DEC in Business Management at LaSalle College from 2017 to 2020.
International British School
Diploma, Bilingual Sciences
2011 - 2017
Earned a Diploma in Bilingual Sciences from the International British School from 2011 to 2017.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Salary expectations
Job categories
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