Summary
Overview
Work History
Education
Skills
Accomplishments
Awards
Educationandskillset
Languages
Certification
Timeline
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Ahmed Choudhary

Whitby,ON

Summary

Motivated banking and finance professional with a strong desire to expand experience and knowledge in the field. Eager to contribute skills and expertise to a dynamic organization, with the ultimate goal of progressing into a more senior role in the future. Committed to delivering exceptional results, dedicated to staying abreast of industry trends and best practices to drive success in the ever-evolving financial landscape.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Retail Investment Specialist

TD Canada Trust
10.2016 - Current
  • Providing advice and support to TD's prestigious clients regarding saving and Investment vehicles like RSP, TFSA, RESP, RIF and LIF
  • Assisting clients in improving their financial confidence by helping them make informed decisions about their finances, borrowing and investments
  • Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their financial goals.

Financial Services Representative

TD Canada Trust
04.2013 - 09.2016
  • Provided support to TDCT clients regarding Core Banking and Financial Services
  • Educated clients in the use of TDCT web banking and different services available like bill payment, cross border banking, email money transfers, payment gateways and mobile banking
  • Maintaining and deepen relationship with the clients through providing legendary client's experience.

Education

Associate Masters - Management Information Systems

Middlesex University
Hendon, UK
09.2009

Skills

  • Digital Banking
  • Banking & Investing Processes
  • Capital Markets
  • Compliance
  • Relationship Management
  • Subject Matter Expert
  • Equity markets
  • Asset Management
  • Wealth Management
  • Business Development
  • Creative Thinking
  • Verbal and written communication
  • Analytical Thinking
  • Expertise in Excel

Accomplishments

Four Time Bravo Champion with TDCT which is the top 10% of the balanced score card performance

Licensed Mutual Fund & Investment Representative

BCO (Branch Compliance Officer)


Awards

  • Pillar Leader for Volume and Advice, 2021 - Present
  • Governance and Compliance Lead, 2017 - 2020
  • League of Excellence Award, Won quarterly twice with TDCT
  • Member of ID8 Committee, 2014 to 2016
  • Winner of the Confident Investing Advice Campaign, 2018 TDCT

Educationandskillset

BSc. (Management Information Systems), Middlesex University UK, Licensed Mutual Fund Representative, Expert in Web, Mobile Banking, Core, Lending, Investment products, Compliance, Sound knowledge of banking and investing processes, Advanced Experience in MS Office

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Urdu
Native or Bilingual

Certification

  • [Name of Certification] [Issuing Organization] [Year Month]

Timeline

Retail Investment Specialist

TD Canada Trust
10.2016 - Current

Financial Services Representative

TD Canada Trust
04.2013 - 09.2016

Associate Masters - Management Information Systems

Middlesex University

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Ahmed Choudhary