Brian Posluns is a financial services professional with over 25 years of experience in financial planning and services. He has worked at several major Canadian banks, including Scotiabank, BMO, and CIBC. Posluns focuses on providing personalized financial planning services to clients, building long-term trusting relationships, and helping clients achieve their financial goals. He has a track record of success, exceeding sales targets and introducing clients to additional services. Posluns has several professional designations and an undergraduate degree.

1. BRIAN W. POSLUNS
511 Sutherland Drive, Toronto, Ontario, M4G 1K9
416-371-5122
posluns.brian@gmail.com
PROFILE
I am a financial service professional with over twenty-five years of integrated knowledge and experience
across a myriad of financial products and solutions. I have leveraged my natural sales capability in successfully
consolidating new business while incorporating the appropriate team specialists to meet all the needs of my
clientele. My entrepreneurial enthusiasm, determination and focus have resulted in: increased portfolio growth
and appropriate introductions that created new connections and opportunities for other lines of business. I am
an ambitious team player motivated to assist colleagues in achieving their goals and to advise clients with
comprehensive financial planning, so that they may make the best possible decisions for their financial
objectives.
PROFESSIONAL EXPERIENCE
Scotiabank 2014 - Present
Senior Financial Planner
Toronto, ON
The focus is all about the client and establishing an immediate comfort level, where the experience is
exceptional and rewarding for all the parties. I am responsible for a portfolio list of clients and my time and
energy is solely dedicated in providing personable, efficient, straightforward and knowledgeable service. This is
accomplished both in person and over the phone, with the ultimate goal in fostering relationships of mutual
trust, respect and confidence. As a member of the branch sales team, I take great pride in contributing to the
branch’s overall success in constructing a strategy in achieving defined goals through the identification and
satisfaction of immediate customer needs. In leveraging the Financial Planning approach and the resources
available, has resulted in capitalizing on opportunities. The absolute goal: The client is always the number one
priority.
BMO 2013 - 2014
Financial Planner,
Toronto, ON
Work with a portfolio of clients and their families, to deliver an exceptional and holistic financial planning
experience. Provide clarity for my clients in illustrating how they can achieve their financial goals and
accomplish both short and long term needs. The spectrum of the financial planning process includes,
Retirement Planning, Investment Management, Tax Planning, Goal Setting, Cash Flow, Budgeting, Education
Funding and Estate Planning.

2. BRIAN W. POSLUNS PAGE 2
CIBC 2007 - 2013
Senior Financial Advisor, Imperial Service, Toronto, ON
Located in a branch which combined CIBC with Wood Gundy to specifically address the financial needs of the
high net worth clientele. I am driven to proactively contact all my clientele to meet on a regular basis and to be
available for referrals. The objective is to build and deepen their existing relationship at CIBC, while
concentrating on addressing their short and long term goals. The philosophy of consistent contact illustrates a
couple of positives for my clients: demonstrates my proactive approach to their financial interests and prepared
to initiate strategies to address their requirements in a timely fashion. The discipline of implementing the
introduction of the four quadrants of financial planning with each client provides the framework for success. In
building momentum for additional growth opportunities, I have intergraded networking with centers of influence
(Chartered Accountants, Lawyers) in addition to incorporating a number of in house specialists, to establish a
roadmap for my clients future financial success. When appropriate, I am amenable to working with the clients
external advisors to address all aspects of their financial picture to optimize strategic financial planning. I
continue to play a significant role in facilitating client and staff workshops and seminars, focusing on creating
new business opportunities. Most recent accomplishments include exceeding net sales by 172% for 2011 and
125% for 2012
EDUCATION
Bachelor of Arts Degree, University of Western Ontario
QUALIFICATIONS
Certified Financial Planner (CFP)
Professional Financial Planner (PFP)
Conduct & Practices Handbook (CPH)
Canadian Securities Course (CSC)
Mutual Funds, Investment Funds in Canada Diploma (ICB)
INTERESTS
Physical fitness, live music, travel, musical theatre
REFERENCES AVAILABLE UPON REQUEST
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