Ali Syed
Mississauga,ON
Summary
Highly motivated professional with a strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to quickly master new skills and excel in fast-paced environments. Dedicated to exceeding expectations and building lasting relationships across diverse demographics and management levels. Dynamic team player with exceptional customer service and communication skills, focused on maximizing sales and fostering positive customer relationships.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Life Insurance Advisor
Specialty Life Insurance
Mississauga, Ontario
07.2025 - Current
- Analyzed customer portfolios to determine financial objectives and develop suitable plans.
- Created detailed reports outlining customer data, policy selection, premium costs, and other relevant information.
- Assisted customers in selecting the most appropriate coverage based on individual needs and budget constraints.
Financial Advisor
World Financial Group
Mississauga
04.2024 - 07.2025
- Developed financial plans and strategies tailored to clients' individual needs
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices
- Identified new business opportunities through networking events or referrals from existing clients
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs
- Explained benefits of financial products tailored to client’s needs and goals.
Client Advisor
Royal Bank of Canada
Mississauga, Ontario
06.2024 - 12.2024
- Provided personalized financial solutions to clients, building strong relationships and enhancing customer satisfaction.
- Consistently exceeded sales targets by recommending tailored banking products, including credit cards, loans, and investments.
- Educated clients on financial products and services, improving their financial literacy and decision-making.
- Conducted thorough needs assessments to match clients with appropriate RBC solutions and specialized advisors.
- Resolved client inquiries efficiently, maintaining high service standards and ensuring compliance with RBC policies.
Administrative Assistant
World Financial Group
Brampton
01.2024 - 03.2024
- Efficiently managed physical and electronic filing systems, ensuring the accuracy and confidentiality of documents
- Provided professional reception services, greeting visitors, addressing inquiries, and directing them to appropriate contacts
- Supported event planning efforts by coordinating catering services, securing venues, and arranging promotional materials
- Utilized Microsoft Excel and similar software to input and organize data in spreadsheets
- Maintained confidentiality protocols while handling sensitive documents
- Responded to customer inquiries regarding company products and services.
Sales Associate
American Eagle
Mississauga
11.2018 - 01.2020
- Provided exceptional customer service, including greeting customers, offering product information, and handling transactions
- Built and maintained customer relationships to promote repeat business
- Managed cashier responsibilities, including processing payments and providing accurate change
- Addressed customer inquiries and complaints professionally
- Assisted customers in finding products, offering advice, and ensuring satisfaction.
Education
High School Diploma -
Streetsville Secondary School
07.2018
Skills
- Developing financial plans
- Advising on investments
- Making insurance decisions
- Financial Services
- Sales and Marketing
- Digital Archiving
- Customer Service
- Product Sales
- Service-oriented
- Compliance and Regulatory Knowledge
- Google Suite
- Canva
- Adobe Suite
- Quickbooks
- Salesforce
- Microsoft Office 365
Certification
LLQP License, April 2024
Languages
- English
- Urdu
- Hindi
References
References available upon request.
Timeline
Life Insurance Advisor
Specialty Life Insurance
07.2025 - Current
Client Advisor
Royal Bank of Canada
06.2024 - 12.2024
Financial Advisor
World Financial Group
04.2024 - 07.2025
Administrative Assistant
World Financial Group
01.2024 - 03.2024
Sales Associate
American Eagle
11.2018 - 01.2020
High School Diploma -
Streetsville Secondary School
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