Summary
Overview
Work history
Education
Skills
References
Languages
Certification
Timeline
Generic

Ahmed El Oufir

Montreal,Quebec

Summary

Finance professional with four years’ experience in retail banking and wealth management. Progressed from advising clients on everyday banking products to advising mass affluent clients on mutual fund investments. Skilled in delivering tailored financial solutions and driving business growth, now seeking to gain further experience in London’s globally leading financial industry.

Overview

4
4
years of professional experience
2022
2022
years of post-secondary education
1
1
Certification

Work history

Senior Advisor, Wealth Management

FÉRIQUE
Montreal, Quebec
03.2024 - Current


Management and development of a $200 million client portfolio :

  • Optimised portfolios with focus on performance and risk control.
  • Analysed external assets and built tailored financial plans.
  • Identified growth opportunities and deepened client relationships.

Financial Advisor

TD Bank
Montreal, Quebec
06.2022 - 03.2024
  • Advised clients on mortgage financing solutions.
  • Provided guidance on guaranteed investment certificates and mutual fund investments.

Banking Advisor

Scotiabank
Montreal, Quebec
10.2021 - 06.2022
  • Advised clients on checking accounts, savings accounts, personal loans, and credit cards.

Education

Bachelor of Science - Economics

University of Montreal

Skills

  • Portfolio management
  • Market trend analysis and monitoring
  • Investment fund comparative analysis
  • Compliance and regulatory knowledge

References

References available upon request.

Languages

English
Fluent
French
Fluent
Arabic
Fluent

Certification

  • Mutual Fund Representative (MFSR)
  • Responsible Investment Specialist (RIS)
  • Certificate in Financial Services Advice (CFSA)

Timeline

Senior Advisor, Wealth Management

FÉRIQUE
03.2024 - Current

Financial Advisor

TD Bank
06.2022 - 03.2024

Banking Advisor

Scotiabank
10.2021 - 06.2022

Bachelor of Science - Economics

University of Montreal

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Ahmed El Oufir