Summary
Overview
Work History
Education
Skills
Languages
Timeline
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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
10.2019 - 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
03.2019 - 10.2019
  • 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
07.2016 - 03.2019
  • 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
01.2018 - 09.2018
  • Developed comprehensive drawing sets, including floor plans, elevations, sections, and details for permit submissions.


Assistant Manager

Esso Gas Station
11.2015 - 07.2016
  • 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
03.2014 - 06.2014

Education

BBA - Finance

Concordia University
Montreal, QC
07.2024

Certificate - Investment Funds in Canada

IFSE
Montreal
08.2019

DVS - Architecture Studies

Commission Scolaire Du Sud-Ouest De Montréal
Montreal, QC
01.2017

DVS - Accounting

Collège Supérieur De Montreal
11.2014

High School Diploma -

Collège International Marie De France
Montreal
06.2013

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
10.2019 - Current

Financial Advisor ( Car Loans)

Desjardins
03.2019 - 10.2019

Architectural Drafter

Geiger Huot Architecte
01.2018 - 09.2018

Sales Associate

Bell Canada
07.2016 - 03.2019

Assistant Manager

Esso Gas Station
11.2015 - 07.2016

Outbound Call Center Agent

First Contact
03.2014 - 06.2014

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

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Ayoub Jaber