AAMINA ZULFIQAR
Summary
Financial professional with a proven 5-year track record in delivering personalized financial advice and strategies to clients. Demonstrates expertise in investment products, retirement planning, tax strategies, and risk management. Excels in conducting comprehensive financial assessments, developing tailored plans, and providing exceptional client service through strong interpersonal and communication abilities.
Overview
11
11
years of professional experience
Work History
Financial Professional
Canadian Imperial Bank Of Commerce, CIBC Remote
07.2017 - Current
- Successfully Provide personalized financial planning services to a diverse client base including individuals, families, and small business owners in Canada
- Conduct financial assessments by evaluating clients' goals, risk tolerance and investment preferences while adhering to CIBC guidelines and Federal regulation
- Develop customized financial plans that enable clients to achieve their short term and long term financial objective
- Monitored investment portfolios using CIBC investment strategies and current market conditions to meet clients' evolving needs
- Offer expert guidance on retirement planning, tax efficient investing and other financial consideration specific to the client's profile.
Cashier Assistant
Tim Horton's
11.2012 - 07.2017
- Provided exceptional customer service by delivering friendly and efficient assistance, accurately processing orders, and maintaining a clean and organized work environment
- Collaborated with team members during busy periods to handle high transaction volumes and meet customer demands promptly
- Operated various equipment while adhering to safety and sanitation standards, contributing to a safe and hygienic working environment.
- Effectively communicated with team members and management to address customer concerns, maintain stock levels, and uphold brand standards
Medical Office Administration
Danforth Clinic
04.2016 - 04.2017
- Experienced in Medical Office Administration with a proven track record in efficiently managing front desk operations and delivering exceptional customer service to patients, visitors, and healthcare professionals
- Skilled in appointment scheduling, patient coordination, and maintaining accurate electronic medical records (EMR) in compliance with privacy regulations
- Adept at handling patient inquiries, insurance verification, and billing processes while ensuring timely submission and resolving any concerns or issues
Education
CERTIFCATE - Human Resource Management
George Brown College
200 King St E, Toronto, ON12.2022
DIPLOMA - Office Administration
George Brown College
51 Dockside Dr, Toronto, ON05.2019
Skills
- Financial planning and analysis (Canadian regulations)
- Investment advisory (Canadian market)
- Retirement planning (Canadian considerations)
- Client relationship management
- Communication and interpersonal skills
- Analytical thinking and problem-solving
- Attention to detail
- Proficient in financial software and tools (with Canadian market knowledge)
Additional Information
REFERENCE AVAILABLE UPON REQUEST
Timeline
Financial Professional
Canadian Imperial Bank Of Commerce, CIBC Remote
07.2017 - Current
Medical Office Administration
Danforth Clinic
04.2016 - 04.2017
Cashier Assistant
Tim Horton's
11.2012 - 07.2017
CERTIFCATE - Human Resource Management
George Brown College
DIPLOMA - Office Administration
George Brown College
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