Summary
Overview
Work History
Education
Skills
Certification
Timeline
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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, ON
04.2021

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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Ahmad Abudakka