Aysha Naila
Montréal,Canada
Summary
Dedicated Security Financial Advisor with a proven background in offering expert financial guidance, specializing in personalized security-focused solutions. Skilled at assessing client needs, risk profiles, and financial goals to deliver tailored strategies. Strong communicator with analytical prowess, committed to staying current with industry trends. Proficient in educating clients on coverage options, crafting bespoke solutions to match individual requirements.
Overview
1
1
year of professional experience
Work History
Financial Security Advisor
World Financial Group
10.2022 - 08.2023
- Offered personalized financial planning and investment strategies to clients, focusing on security and risk mitigation within the World Financial Group environment
- Conducted in-depth financial assessments, evaluating risk tolerance, financial goals, and market trends to recommend suitable solutions
- Provided clients with comprehensive advice on retirement planning, estate planning, and insurance coverage to ensure long-term financial stability
- Developed and implemented investment portfolios, balancing risk and return based on clients' individual profiles
- Regularly conducted portfolio reviews and client meetings to track progress and address evolving financial needs
- Collaborated with renowned industry leaders including ivari, IA, Manulife, Equitable, and La Capitale.
Education
High School Diploma -
College Viila Maria
06.2020
Mathématiques et société -
Cegep De Saint-Laurent
05.2023
LLQP Certification -
03.2023
Skills
- Effective Time Management
- Microsoft Office
- Ability to Multitask
- Hard Working
- Highly responsible and reliable
- Computer Skills
- Languages
Languages
English
Full Professional
French
Full Professional
Timeline
Financial Security Advisor
World Financial Group
10.2022 - 08.2023
High School Diploma -
College Viila Maria
Mathématiques et société -
Cegep De Saint-Laurent
LLQP Certification -
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