Dalia Mahmoud
Calgary
Summary
Analytical professional with background in dynamic, fast-paced business and banking environment, seeking to transition into new field. Developed expertise in strategic planning and operational efficiency, alongside strong problem-solving and communication skills. Looking to leverage these transferable skills to make meaningful impact in new and challenging role.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Business Advisor
Scotiabank
02.2024 - Current
- Provided strategic financial guidance to business clients, helping them optimize cash flow, manage risk, and achieve long-term financial goals.
- Analyzed financial statements and business performance to offer tailored banking solutions, including credit, treasury management, and lending options.
- Proactively prospected and built a pipeline of new business clients through networking, referrals, and market research.
- Built and maintained strong relationships with business clients, ensuring personalized service and long-term partnerships.
- Conducted business reviews and financial assessments to identify opportunities for financial health improvement restructuring, and financial risk mitigation.
- Partnered with internal teams, including credit analysts and risk management and wealth to deliver comprehensive financial solutions.
- Led financial literacy initiatives, educating business owners on banking best practices and industry trends.
Senior Financial Advisor
Scotiabank
10.2018 - 02.2024
- Managed a diverse portfolio of over 400 high net worth clients, which includes cash flow, retirement planning, and debt consolidation strategies to help them achieve their medium and long-term goals.
- Crafted comprehensive financial plans for clients, covering investment strategies, retirement planning and risk management.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice through personalized financial planning and trust-based service.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Conducted regular portfolio reviews to adjust strategies based on life changes, economic conditions, and investment performance.
- Ensured strick adherence to bank policies, industry regulations (KYC, AMAL) and operational risk management procedure to protect both clients and the institution.
Financial Service Manager
Bank of Montreal
08.2016 - 10.2018
- Provided sound financial advice to meet customers' needs through a range of financial services to be financially better off. Worked and established solid relationships with small business clients and entrepreneurs and provided personalized solutions based on their unique goals and business life cycle.
- Proactively contacted clients to identify their financial needs and ensured a customized financial service through scheduled appointments.
- Advised clients, using a comprehensive financial planning approach, on cash management, personal and commercial lending options, and investments and wealth protection.
- Proactively demonstrated lobby leadership and led educating our customers on available self-serve options with the goal of delivering a top-tier customer experience
Customer Service Representative
Scotiabank
07.2015 - 08.2016
- Completed several financial transactions such as: deposits, withdrawals, bill payments, other non-cash transactions/banking services for customers professionally and efficiently.
- Provided exceptional customer service to ensure customer satisfaction.
- Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers.
- Resolved customer complaints promptly and efficiently.
- Greeted customers by name and displayed respectful attitude, helping develop rapport with customer base and build lasting relationships
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Education
Diploma - Business Administration Management
CDI College
Calgary, AB12-2015
Bachelor of Commerce - Accounting
Ain Shams University
Cairo, Egypt05-1996
Skills
- Financial planning and Analysis
- Excellent communication and Problem Solving
- Client Relationship Management
- Risk Management and Compliance
- Adaptability and Growth Mindset
- Credit and Lending Solutions
- Business Development and Prospecting
- Strong Analytical Thinking
Accomplishments
- Recognized for Top Performer excellence Award " Best of the Best" 2022 and 2023
- Top 10% performer Award in Q1 and Q3 2023.
- Top 25% performer Award Q2 and Q4 2023
- BMO Top Performer Spotlight Award 2017/2018.
Languages
English
Native or Bilingual
Arabic
Native or Bilingual
Certification
- Chartered Financial Planner Certification- CIFP.
- Moody's Certificate in Small business.
- Canadian investment fund course- IFSE
Timeline
Business Advisor
Scotiabank
02.2024 - Current
Senior Financial Advisor
Scotiabank
10.2018 - 02.2024
Financial Service Manager
Bank of Montreal
08.2016 - 10.2018
Customer Service Representative
Scotiabank
07.2015 - 08.2016
Diploma - Business Administration Management
CDI College
Bachelor of Commerce - Accounting
Ain Shams University
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