Ayoub Jaber
Montreal,QC
Summary
Proven track record in portfolio management and client relationship building, honed across roles at Desjardins and Bell Canada. Excelled in developing financial solutions and fostering trust, significantly enhancing customer loyalty. Skilled in asset allocation and financial statement review, consistently delivering tailored outcomes to meet diverse client needs.
Overview
10
10
years of professional experience
Work History
Mutual Fund Representative
Desjardins
2019.10 - Current
- Established rapport with internal partners such as compliance, legal and operations streamlining communication channels across departments.
- Managed risk by diligently monitoring client portfolios, adjusting investment allocations as needed based on market conditions or changes in client objectives.
- Collaborated with cross-functional teams to develop customized financial solutions tailored to individual client needs.
Financial Advisor ( Car Loans)
Desjardins
2019.03 - 2019.10
- Built strong relationships with clients, fostering trust and loyalty.
- Submit loan application
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Sales Associate
Bell Canada
2016.07 - 2019.03
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Architectural Drafter
Geiger Huot Architecte
2018.01 - 2018.09
- Developed comprehensive drawing sets, including floor plans, elevations, sections, and details for permit submissions.
Assistant Manager
Esso Gas Station
2015.11 - 2016.07
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Outbound Call Center Agent
First Contact
2014.03 - 2014.06
Education
BBA - Finance
Concordia University
Montreal, QC07.2024
Certificate - Investment Funds in Canada
IFSE
Montreal08.2019
DVS - Architecture Studies
Commission Scolaire Du Sud-Ouest De Montréal
Montreal, QC01.2017
DVS - Accounting
Collège Supérieur De Montreal
11.2014
High School Diploma -
Collège International Marie De France
Montreal06.2013
Skills
- Portfolio Management
- Asset Allocation
- Client Relationship Building
- Financial statement review
Languages
French
Native or Bilingual
English
Full Professional
Arabic
Full Professional
Spanish
Elementary
Timeline
Mutual Fund Representative
Desjardins
2019.10 - Current
Financial Advisor ( Car Loans)
Desjardins
2019.03 - 2019.10
Architectural Drafter
Geiger Huot Architecte
2018.01 - 2018.09
Sales Associate
Bell Canada
2016.07 - 2019.03
Assistant Manager
Esso Gas Station
2015.11 - 2016.07
Outbound Call Center Agent
First Contact
2014.03 - 2014.06
BBA - Finance
Concordia University
Certificate - Investment Funds in Canada
IFSE
DVS - Architecture Studies
Commission Scolaire Du Sud-Ouest De Montréal
DVS - Accounting
Collège Supérieur De Montreal
High School Diploma -
Collège International Marie De France