ARIANE AMIRI
Ottawa,Ontario
Summary
Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
Work History
Personal Financial Advisor
Caisse Desjardins
07.2021 - Current
- Help individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assist clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Work with clients to support understanding of rationale and details of financial strategies.
- Analyze clients' financial situations to offer products to improve standard of living.
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
Financial Advisor
National Bank of Canada
12.2020 - 06.2021
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Kept client financial plans optimized for current market trends and economic conditions.
- Educated clients on various financial matters and provided professional recommendations on their long term financial goals, and how to reach them.
- Helped individuals with no financial knowledge get the resources needed to get into the active work life with all resources that they need.
- Expanded customer base through community outreach and strategic business partnerships.
Contact Centre Rep II
TD Bank
09.2020 - 12.2020
- This role consists in assisting client with their day-to-day banking issues related to their credit cards and directing them to the appropriate department when needed.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours; night, weekend, and holiday shifts.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Bilingual customer technical support
H&R Block
01.2019 - 12.2019
- Assisted clients of, to file their taxes online, book appointments in store, and escalate their complaints.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Developed and maintained courteous and effective working relationships.
- Served customers and followed outlined steps of service.
- Resolved problems, improved operations and provided exceptional service.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Education
Graduate Certificate - financial planning
Seneca College
Toronto, ON04.2023
Bachelor of Commerce - Business Management
Seneca College
Toronto, ON04.2022
Associate of Arts - Business
Loyalist College of Applied Arts AndTechnology
Belleville, ON12.2020
Skills
- Bilingual
- Financial Budgeting
- Organizational Skills
- Building Customer Trust and Loyalty
- Critical Thinking
- Self-Motivated
- Active Listening
- Organization and Time Management
- Teamwork and Collaboration
- Problem-Solving
- MS Office
- Flexible and Adaptable
Accomplishments
- 2020: Volunteering at the MFRC.
- 2018: Student office member of HEC ABIDJAN, Responsible for the cohesion between students.
- 2017-2018: Member of a charity association made up of young entrepreneurs from Cocody in Abidjan Cote D'Ivoire.
Timeline
Personal Financial Advisor
Caisse Desjardins
07.2021 - Current
Financial Advisor
National Bank of Canada
12.2020 - 06.2021
Contact Centre Rep II
TD Bank
09.2020 - 12.2020
Bilingual customer technical support
H&R Block
01.2019 - 12.2019
Graduate Certificate - financial planning
Seneca College
Bachelor of Commerce - Business Management
Seneca College
Associate of Arts - Business
Loyalist College of Applied Arts AndTechnology
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