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Financial Advisor, Bookkeeping in Montreal

Location:Montreal, QC, Canada (Anywhere)

Education level: College/University
Education field: Business
Years of experience: more than 5

Skills:
Education
Advanced Personal Finance Certificate Canadian Securities Institute
2011 Montréal, Quebec
B.Comm, Finance Concordia University
2005 Montréal, Quebec
DEC, Commerce CEGEP John Abbott
2001 Ste-Anne-de-Bellevue, Quebec
DES École secondaire Félix Leclerc
1998 Pointe-Claire, Quebec

Experiences

Bookkeeper
2018 – Present
• Bookkeeper for selected clients
• Keeping books/GL up to date
• Bank account reconciliation
• GST/QST filing
• Preparation of financial statement and other reports for accountant.


Learning Advisor
2014 – 2017
• Development and training of Personal Banking Advisors
• Delivery of CareerStart Program and evaluation (both in French and English
• Support and consultation provided to Managers and managers of personal banking

Manager Customer Service / HR Administrator
2013 – 2014
• Management and training of service and support department
• Branch Operation, AML and compliance officer
• GL and cash-flow management
• HR and payroll administrator

Financial Advisor
2009 – 2013 S
SJ Bookkeeping
Montreal, Qc








Scotia Bank
HR Shared Services, Toronto




S

Scotia Bank
Vaudreuil-Dorion, Quebec





Scotia Bank
Pointe-Claire, Quebec
• Financial, retirement and estate planning for high net worth clients; ensuring proper documentation is obtained in all files to respect regulatory requirements and client file management;
• Maintain and increase volume of investment in the branch portfolio;
• Offer professional assistance (coaching) and keep colleagues up to date in regards of the international financial markets;
• Best sales result (net growth) in the Montreal west district in last 2 years. Constant results Top 5 in district.

Account Manager
2007 – 2009
Scotia Bank
Vaudreuil-Dorion, Quebec
• Open, maintain and manage personal banking accounts;
• Assess, manage and process clients credit needs (Loans and mortgages);
• Assess, manage and process clients investments needs (GIC, Mutual Funds, RSP, RESP);
• Insure that all transactions done are compliant, know your client (KYC)

Investment Specialist
Scotia Bank
2005 – 2007 Montréal, Quebec
• Buy and sell of mutual funds orders;
• Opening and managing and maintaining mutual fund accounts;
• Ensuring that all mutual fund transactions are compliant, KYC, and mutual fund rules and regulations;
• Continued education in order to advance within the mutual fund and banking industry;
• Registered mutual fund representative MFR at the AMF.




Marketing Support Representative



Future Electronics
2004 – 2005 Pointe-Claire, Quebec
• Send and revise orders done by the account managers;
• Make correction to orders already expedited;
• Verify inventory levels at Future and at the suppliers;
• Expedite and trace orders;
• Prepare presentations for sales team, daily sales reports and assist and prepare reports for weekly sales meetings;
• Maintain and up to date WCPW system;
• Answer incoming calls from suppliers and build and maintain a great relationship with them;
• Manage meeting and make travel arrangements for the team


Languages spoken & written

French, English, Persian

Personal Qualities

A great team player and very independent at the same time.
Exceptionally responsible, dedicated and great soft skills.

Languages: N/A

 

 
Contact by email Contact by phone View CV
 

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