AAMINA ZULFIQAR
Summary
A financial specialist with 5 years of experience provides tailored advise on investments, retirement planning, tax strategies, and risk management. Capable of doing financial assessments, establishing customized programs, and providing excellent customer service.
Overview
12
12
years of professional experience
Work History
Financial Services Representative
CIBC Remote
07.2017 - Current
- Personalized Financial Planning: Offer tailored financial services to Canadian individuals, families, and small enterprises.
- Financial Assessments and Compliance: Determine clients' goals and risk tolerance while adhering to CIBC norms and regulations.
- Portfolio management and investment strategy include monitoring investment portfolios and adjusting strategies in response to market conditions and client needs.
- Expert Retirement and Tax Planning Advice: Provide clients with advice on retirement planning, tax-efficient investing, and other financial matters.
Team Member
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 Administrator
Danforth Medical Clinic
04.2016 - 04.2017
- Front Desk & Customer Service: Manage front-desk operations efficiently while providing exceptional service.
- EMR and Appointment Management: Expertise in arranging and maintaining correct electronic medical records (EMR).
- Insurance and billing support: Respond to queries, verify insurance, and manage billing processes efficiently.
Education
BBA - Business Administration
Yorkville University
10-2023
Certificate - Human Resource Management
George Brown College
12.2022
DIPLOMA - Office Administration
George Brown College
05.2019
Skills
- Client Relationship Management: Capable of handling client concerns via phone, email, and video
- Financial Planning & Analysis: Familiar with Canadian financial legislation and compliance
- Investment and Retirement Planning: Familiar with
- Canadian investment products and retirement plans (RRSPs, TFSAs)
- Financial Tools & Digital Advocacy: Experienced with
- financial software and advocating digital banking solutions
Timeline
Financial Services Representative
CIBC Remote
07.2017 - Current
Medical Office Administrator
Danforth Medical Clinic
04.2016 - 04.2017
Team Member
Tim Horton's
11.2012 - 07.2017
BBA - Business Administration
Yorkville University
Certificate - Human Resource Management
George Brown College
DIPLOMA - Office Administration
George Brown College
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