Ahmad Abudakka
Ottawa,Canada
Summary
Accomplished an undergraduate degree in commerce with a finance concentration and a continuous of 5 years of work experience in banking and investments. Currently employed with TD (Toronto dominium bank) providing investment support, high value lending and assisting clients with achieving their financial goals
Overview
5
5
years of professional experience
3
3
Certificate
Work History
Financial Advisor/Investment Consultant
TD Bank
Ottawa, Ontario
06.2022 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, complex lending, products and services based on individual needs.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Counseled homebuyers and recommended mortgage products and options to meet individual client needs.
Investment Representative
TD Direct Investing
Ottawa, Ontario
09.2021 - 06.2022
- Performed due diligence, research, analysis and documentation of transactions
- Assisted clients in making beneficial and strategic decisions regarding investments
- Served customers and followed investment procedures to Complete investment transactions
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues
- Identified issues, analyzed information and provided solutions to problems
- Helped customers review and update their investment accounts
Personal Banking Associate
TD Canada Trust
Ottawa, Ontario
11.2020 - 09.2021
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Supervised branch operations and managed team of 6 Customer associates
- Provided advice on different bank products and financial options
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse
- Exceeded sales goals in Financial Planning and Money in on consistent basis
- Evaluated client financial positions and identified most appropriate banking products
Customer Experience Associate
TD Canada Trust
Ottawa, Ontario
08.2018 - 11.2020
- Educated customers on use of banking website and mobile apps
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations
Education
Bachelor of Commerce - Finance
Carleton University
Ottawa, ON04.2021
Skills
- Effective punctuality and communication skills, demonstrated by working TD Bank, where dealing and communicating with customers is a daily task
- Excellent Understanding of relevant computer software such as Word, Excel, PowerPoints and outlook as they are used in daily job operations
- Cooperative worker, confident and efficient problem solver in a timely manner, demonstrated by solving customer problems at previous employers
- Able to take initiative, multitask, and work in a fast-paced environment under pressure demonstrated through working as a CEA for over two year
- Attention to detail and high understanding of Canadian banking and investment advise
- Ability to work effectively in a team demonstrated by working at TD Bank, where all tasks were carried out effectively while being a member of a big team
- Ability to speak both English and Arabic fluently
Certification
- Canadian Securities Course License, Canadian Securities Institute - Nov 2021
- Conduct and Practices Handbook, Canadian Securities Institute - Dec 2021
- Excel (From beginner to advanced), Udemy - Jan 2022
Timeline
Financial Advisor/Investment Consultant
TD Bank
06.2022 - Current
Investment Representative
TD Direct Investing
09.2021 - 06.2022
Personal Banking Associate
TD Canada Trust
11.2020 - 09.2021
Customer Experience Associate
TD Canada Trust
08.2018 - 11.2020
Bachelor of Commerce - Finance
Carleton University
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