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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