# Karla Jimenez

Karla Jimenez is a remote worker on Himalayas, Financial Advisor at Capital Financial Partners, based in Canada.

Source: https://himalayas.app/@karlajimenez

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Financial Advisor at Capital Financial Partners, helping clients plan estates, build portfolios, and prepare for retirement.
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| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | Canada |
| Authorized to work in | Canada |
| Salary expectations | 44k+ USD |
| Job categories | Financial Advisor, Investment Advisor, Account Manager |
| Skills | Financial Planning, Estate Planning, Succession Planning, Tax Efficient Investing, Portfolio Construction, Portfolio Management, Retirement Planning, Asset Protection, Risk Management, Investment Advice, Mutual Funds, ETF, GIC, Credit Analysis, Cash Management |

## What I'm looking for

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I’m looking for new challenges that will allow me to apply and further develop my acquired skills.
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## About

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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

### Financial Advisor (current)

Capital Financial Partners. Dec 2025 - Present

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Provided financial planning including estate and succession planning, tax-efficient investment strategies, portfolio construction and optimization, retirement planning, and asset protection.
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Skills: Financial-Planning, Estate-Planning, Succession-Planning, Tax-Efficient-Investing, Portfolio-Management, Retirement-Planning, Risk-Management

### Senior Investment Advisor

National Bank of Canada. Jan 2024 - Jan 2025

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Developed comprehensive personal financial plans, managed client relationships, provided investment advice, monitored portfolios, pursued business development, and ensured compliance.
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Skills: Financial-Planning, Customer-Relationship-Management, Investment-Advice, Portfolio-Management, Business-Development, Compliance

### Account Manager

[Bank of Montreal](https://himalayas.app/companies/bmo). Jan 2023 - Jan 2024

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Provided financial management advice, promoted investment products, engaged with clients, and built credit files for mortgages, refinancing, and loans.
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Skills: Financial-Management, Investment-Products, Client-Engagement, Credit-Analysis, Mortgage, Loans

### Account Manager

[Royal Bank of Canada](https://himalayas.app/companies/rbc). Jan 2022 - Jan 2023

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Engaged with clients, reviewed financial needs, provided expert advice, analyzed and built credit cases, and facilitated partner referrals.
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Skills: Client-Engagement, Financial-Advisory, Credit-Analysis, Referral-Partners

### Client Advisor

[Royal Bank of Canada](https://himalayas.app/companies/rbc). Jan 2021 - Jan 2022

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Handled central cash operations, completed financial transactions, delivered outstanding service, and resolved client dissatisfaction.
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Skills: Cash-Handling, Financial-Transactions, Customer-Service, problem-resolution

### Sales Associate

[TJX Companies](https://himalayas.app/companies/tjx). Jan 2019 - Jan 2021

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Managed financial transactions, assisted customers, and handled complaints.
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Skills: Financial-Transactions, Customer-Service, Complaint-Handling

### Executive Assistant

Casa Musical AJ. Jan 2015 - Jan 2017

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Oversaw communications, managed the executive's calendar, and planned and organized events.
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Skills: Communication-Management, Calendar-Management, Event-Planning

## Education

### IFSE Institute

Canadian Investment Funds, Investment Funds

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Completed the Canadian Investment Funds course at IFSE Institute in 2022.
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### LaSalle College

DEC, Business Management. 2017 - 2020

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Pursued a DEC in Business Management at LaSalle College from 2017 to 2020.
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### International British School

Diploma, Bilingual Sciences. 2011 - 2017

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Earned a Diploma in Bilingual Sciences from the International British School from 2011 to 2017.
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## Tech stack

- Google Cloud Platform
- Microsoft Office 365
- Microsoft Outlook

To contact Karla, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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