Summary
Overview
Work History
Education
Skills
Certification
hobbies
Timeline
Generic

Alhassane Bah

Montreal

Summary

Driven by results, leveraged expertise in Finance and client relationship management at Scotia Wealth Management to enhance client investment strategies and satisfaction. Skilled in Bloomberg and MS Office, helped the Portfolio Manager increased sales by 10% on my previous associate role with MD Management , demonstrating problem-solving prowess and creative thinking in a team-oriented approach. I'm an analytical person and able to balance priorities . I'm currently enrolled to the AGD in Derivative Financial Instrument of The School of Management of UQAM’s and the Derivatives Fundamentals Options Licensing of the Canadian Securities Institute

Overview

2
2
years of professional experience
1
1
Certification

Work History

Investment Representative

Scotia Wealth Management (ITrade)
05.2024 - Current
  • Taking buy/sell orders from clients for stocks, Bonds,Money Market , Precious metals, Hedge funds, New Issuance, Mutual funds and writing trade tickets
  • Notifying clients of tender offers, redemptions and on matters relating to dividends and interest
  • Educated clients on various investment products, allowing them to make more informed decisions about their finances.
  • Providing current price quotations to clients and referring to Bond desk for securities We don't have on inventory .
  • Checking/Investigating orders and reporting back to clients and following up on clients trades to ensure proper settlement and delivery.
  • Contacting clients whose accounts are on Margin Call and follow up.

Client Service Associate

MD Private Investment Counsel
02.2022 - 05.2024
  • Provided Service and Sales support to Portfolio Managers including contact management and opportunity management.
  • Assisted Portfolio managers with operational support such as account opening (RRSPs/ RRIFs, TFSAs and non -registered investment)
  • Interacted with external parties such as Accountants and third parties as required
  • Process trade requests and ensure all regulatory requirements are met
  • Provide expertise, support and participate in research of complex client issues.

Education

BBA - FINANCE

Université De Moncton
Moncton, Canada
2018

Skills

  • Client Relationships
  • Good Knowledge of Bloomberg terminal, MS Office Suite,Excel,Word,PowerPoint
  • Perfect understanding of Financial analysis techniques ( of Asset allocation models; Company analysis And Macro-economic in order to value company's common equity )
  • Flexible team player
  • Report preparation
  • Prospecting Clients
  • Equity markets
  • Problem-solving skills
  • Creative Thinking
  • Verbal and written communication

Certification

  • Canadian Securities Course (CSC) and Conduct Practices Handbook (CPH) conferred by Canadian Securities Institute
  • Licensed Investment representative
  • Certificate of Outstanding Investment Research (2018) conferred by CFA Institute Research Challenge.
  • Certificate of Completion Bloomberg Markets Concepts (BMC)

hobbies

Travel, Hiking,Soccer

Timeline

Investment Representative

Scotia Wealth Management (ITrade)
05.2024 - Current

Client Service Associate

MD Private Investment Counsel
02.2022 - 05.2024

BBA - FINANCE

Université De Moncton

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Alhassane Bah