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.
Agente Conseil Expérience Membre-Client at Caisse Desjardins du Cœur de l'ÎleAgente Conseil Expérience Membre-Client at Caisse Desjardins du Cœur de l'Île