Abdelaziz Hassan
Mississauga,Canada
Summary
- Bachelor’s degree in Business Administration (Finance), with a solid foundation in accounting, economics, and financial analysis.
- Bilingual in English and Arabic, with excellent verbal and written communication skills.
- Strong knowledge of mutual and segregated funds, financial products, and market trends.
- Proven experience in client service, sales support, collections, and back-office operations.
- Skilled in analyzing and presenting financial data to support decisions, and solve problems.
- Proficient in bookkeeping, data entry, and reconciliations, with sharp attention to detail.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Advisor Services Associate
Investment Planning Counsel
Mississauga, ON
06.2024 - Current
- Maintain and reconcile mutual and segregated fund data across the national CRM system, ensuring accurate FundServ imports, and monthly audits.
- Lead fund data integrity projects with fund companies to onboard new MTFs, segregated funds, and cleanse legacy records.
- Process high-volume bulk and book purchases, rep code changes, and fund transfers to support seamless operations across all Canadian branches.
- Enhance reporting tools for leadership and branches, optimizing accuracy and efficiency.
- Provide end-to-end support to financial advisors across provinces, acting as a key operational liaison.
Fund Technician (Advisor Services Rep)
Investment Planning Counsel
Mississauga, ON
03.2023 - 05.2024
- Ensured accurate CRM records for mutual and segregated funds, and resolved FundServ import exceptions.
- Collaborated with fund companies to maintain up-to-date fund data, and resolve inconsistencies.
- Supported CRM enhancement testing, and helped implement system improvements.
- Managed monthly reconciliations, and delivered insights to improve data quality.
Branch Operations Assistant
RBC Dominion Securities
Halifax, NS
11.2021 - 12.2022
- Handled operational tasks across multiple Atlantic branches, including cheque preparation, deposits, and fund transfers.
- Supported advisors by onboarding new client accounts in compliance with RBC policies.
- Produced daily reports and coordinated directly with the Branch Director.
Financial Aid Officer
Eastern College
Halifax, NS
01.2021 - 11.2021
- Advised students on financial aid options and eligibility criteria across provincial and federal programs.
- Created and managed payment plans, processed collections, and worked with HRDC and Workers' Compensation funding bodies.
- Oversaw financial aid disbursement, and maintained funding accuracy and compliance.
Customer Service Roles
Staples & Rogers Care
, NS
01.2019 - 01.2020
- Provided professional support through high-volume inbound calls.
- Assisted customers with orders, issues, and product inquiries, with a focus on upselling and satisfaction.
Team Member to Manager
Mezza Restaurant
, NS
12.2017 - 07.2020
- Progressed from team member to manager, demonstrating leadership, customer service, and team management in a fast-paced environment.
Education
Bachelor of Business Administration - Finance Concentration
Sydney, NS
Sydney, NS05.2019
Skills
- Complex mathematical and quantitative skills
- Time management and detail-oriented
- Analytical thinking and creative problem-solving
- Self-motivated and resilient
- Team player and ability to work independently
- Leadership and communication skills
- Organizational and interpersonal skills
- Quick learner and multitasking
Technical Skills
- Tools: Microsoft Office Suite, QuickBooks, Dynamics GP
- Advanced Excel: VBA Macros, Pivot Tables, VLOOKUP, Formulas
- BI & Automation: Power BI, Power Automate
- Languages: Basic SQL & Python
- Systems: CRM Software, Windows, iOS, Linux
Certification
- Financial Analysis & Data Modelling – Udemy
- IBM IT & Cloud Fundamentals – Coursera
- IBM Technical Support Professional Certificate
Timeline
Advisor Services Associate
Investment Planning Counsel
06.2024 - Current
Fund Technician (Advisor Services Rep)
Investment Planning Counsel
03.2023 - 05.2024
Branch Operations Assistant
RBC Dominion Securities
11.2021 - 12.2022
Financial Aid Officer
Eastern College
01.2021 - 11.2021
Customer Service Roles
Staples & Rogers Care
01.2019 - 01.2020
Team Member to Manager
Mezza Restaurant
12.2017 - 07.2020
Bachelor of Business Administration - Finance Concentration
Sydney, NS