Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Aref Hajjar

Montreal,Quebec

Summary

Associate Financial Advisor with extensive experience in tailored financial advice, retirement planning, and tax-efficient strategies. Proven track record in top advisor rankings, cultivating client relationships, and comprehensive portfolio management. Strong organizational skills, proficiency in financial software, and a proactive approach to advancing client financial goals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

CIBC
05.2024 - Current
  • Build strong relationships with clients, fostering trust and loyalty through consistent communication and follow-up meetings.
  • Collaborate with clients on budgeting, retirement planning, and tax-efficient strategies.
  • Provide support across all stages of financial planning and work to ensure clients’ portfolios are aligned with their personal and financial goals.
  • Ranked among the top advisors in Eastern Canada for 2024.

Financial Services Representative

CIBC
02.2022 - 05.2024
  • Cultivate client base and build win-win relationships by recommending the most appropriate products and services available for their financial needs.
  • Provide an array of products through personal banking, credit organization, asset allocation and mortgage planification.
  • Ranked among the top 10 financial service representatives in Montreal for 2022 and 2023.

Bilingual Customer Service Representative

CIBC
09.2020 - 02.2022
  • Assist clients in their banking transactions and inform about the types of accounts available, their minimum balances and other requirements.
  • Advise customers about the different financial products, lending and/or investing, that best suit their needs.
  • Verify customer identification to meet legal and bank requirements.

Tax Professional

H&R Block
01.2020 - 05.2020
  • Prepare and file tax returns for clients according to government regulations and requirements with tax departments at local, state and federal levels.

Education

Bachelor of Business Administration -

Concordia University
Montreal, QC
06-2020

Skills

  • Retirement planning
  • Investment strategies
  • Portfolio Management
  • Tax planning
  • Fast learner, ability to adapt to any situation
  • Proficient in Windows software, Microsoft office, GIS
  • High sense of organization and attention to details

Certification

  • Mutual Funds- IFSE Institute
  • Personal Finance essentials- McGill University

Languages

  • English - Native or bilingual proficiency
  • French - Native or bilingual proficiency
  • Arabic - Native or bilingual proficiency
  • Spanish - Elementary proficiency

Timeline

Associate Financial Advisor

CIBC
05.2024 - Current

Financial Services Representative

CIBC
02.2022 - 05.2024

Bilingual Customer Service Representative

CIBC
09.2020 - 02.2022

Tax Professional

H&R Block
01.2020 - 05.2020

Bachelor of Business Administration -

Concordia University

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Aref Hajjar