Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
Led recruitment efforts to attract top talent, contributing to a highly skilled workforce capable of meeting client demands effectively.
Streamlined internal processes for improved efficiency and productivity within the firm.
Financial Advisor
Desjardins Financial Security And Investments Inc
03.2014 - 12.2018
Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Monitored and updated financial plans to comply with client goals.
Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Life and Health Insurance Advisor
Manulife Securities
01.2010 - 02.2014
Demonstrated expertise in analyzing clients' financial situations and health profiles to recommend customized insurance products and coverage levels.
Utilized effective communication skills to explain complex insurance concepts and terms clearly, ensuring clients are well-informed to make decisions that best suit their financial and health security goals.
tayed abreast of the latest industry trends, products, and regulatory changes to provide clients with the most current and beneficial advice.
Education
Bachelor of Science -
Athabasca University
Athabasca, AB
06.2024
Certified Financial Planner (CFP)
FP Canada
Toronto, ON
01.2021
Advanced Core Curriculum, Financial Planning
Advocis
Toronto, ON
12.2020
Branch Manager Licensing Course
Canadian Securities Institute
Toronto, ON
05.2017
Canadian Securities Course
Canadian Securities Institute
Toronto, ON
06.2009
Life License Qualification Program
Canadian Institute of Financial Planners
Toronto, ON
01.2009
Skills
Effective Communicator
Analytical and Critical Thinker
Relationship Building
Time Management
Organizational Skills
Written Communication
Languages
English
Native or Bilingual
Albanian
Native or Bilingual
Volunteer Experience
Patient Engagement Volunteer
Provided respectful, insightful suggestion's in a safe environment
Assisted with the development of new practices that are patient and family focused
Maintain privacy and confidentiality of patient and organizationally sensitive information
Participated in improvement activities in person, by telephone, or email. Feedback from patients was used to co-design improvements
Type-1 Diabetes Ambassador
Shared T1D story on social media, advocacy programs and newsletters
Advocated for affordable access to diabetes medications, devices and supplies
Met with election candidates and elected officials to ask for their support for Diabetes Canada's public policy recommendations
Responsible for speaking engagements alongside healthcare professionals to deliver presentations on effects of Type 1 Diabetes
Make-A-Wish Foundation
Assisted in the planning and execution of wishes for children with critical illnesses, helping to create unforgettable experiences tailored to each child's dreams.
Played critical role in organizing and participating in fundraising events to support the foundation's mission.
Offered emotional support to children and their families throughout the wish-granting process by building relationships and aiming for a sense of normalcy, joy, and companionship for children during challenging times