Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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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, ON
04.2023

Bachelor of Commerce - Business Management

Seneca College
Toronto, ON
04.2022

Associate of Arts - Business

Loyalist College of Applied Arts AndTechnology
Belleville, ON
12.2020

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
ARIANE AMIRI