Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Dustin Azimian

Mississauga,ON

Summary

A driven finance professional, skilled in building and maintaining robust and lucrative client relationships. A problem solver, excellent communicator and team-oriented individual with a passion to learn and take on new challenges. A true results-oriented individual who excels at streamlining and implementing process improvements that best align with the needs of the business and its customers.

Overview

10
10
years of professional experience

Work History

Personal Sebbatical

International Travel
06.2023 - 05.2024
  • Meeting and connecting with diverse groups of people.
  • Observing and experiencing economic conditions and financial practices in different countries.
  • Communicating across language barriers and adapting messaging for clarity and understanding.
  • Researching destinations and planning travel itineraries.

Personal Banking Associate

TD Canada Trust
01.2022 - 05.2023
  • Enhanced customer satisfaction by addressing and resolving inquiries promptly and professionally.
  • Initiated opening new accounts for existing and prospective clients.
  • Contacting prospective and current clients to promote the sale of diverse credit and lending products.
  • Conducting one on one consultations to educate clients on online banking resources.
  • Accurately processed daily transactions including deposits, withdrawals, transfers, and payments.
  • Qualified with security clearance to perform advanced branch opening and closing tasks and responsibilities.
  • Provided exceptional customer service, assisting clients with account inquiries and resolving issues promptly.
  • Proficient in identifying and reporting suspicious transactions to fraud prevention.
  • Collaborated with internal departments and external authorities to gather necessary documentation and evidence for investigations.
  • Developed structured payment plans tailored for small business clients.
  • Led training sessions to instruct teams in customer service protocols and service sales techniques.

Branch Office Administrator

Edward Jones Investments
04.2014 - 12.2021
  • Develop and maintain relationships with clients and industry partners through proactive, efficient and friendly communication.
  • Lead the collection of information from clients to prepare comprehensive financial plans and presentations for client meetings.
  • Proactively evaluate each client's portfolio to identify opportunities for recommending diversification strategies.
  • Prepare investment reports and performance reviews for client meetings.
  • Foster business expansion through strategic client engagement and meticulous event planning.
  • Support the financial advisor with client meetings in an administrative capacity, including but not limited to, preparing meeting agenda, scheduling, client email and phone communication, and anticipating needs for future appointments.
  • Maintain efficient and effective working relationships with corporate office through frequent communication, to create a seamless experience for our clients.
  • Adapt to an ever-changing, fast-paced environment with ease and organization.
  • Continuously exceed goals through effective time management and prioritization.

Server Bartender

Joey Restaurant
02.2017 - 08.2021
  • Cultivated strong, long lasting relationships with guests, leading to a significant increase in repeat and regular clientele.
  • Developed a sophisticated excel spreadsheet and implemented a highly professional method for daily logging of bar consumption and inventory, enabling the analysis of best sellers and identification of reorder requirements.
  • Proactively recommended high-profit items and specials, in accordance with management requests, to enhance sales and contribute to company success.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and team effectiveness.

Educational & Physical Specialist

ConductiveEducation4u
09.2015 - 06.2018
  • Teaching children with neurological and mental conditions how to develop their minds and motor skills.
  • Built personal and professional relationships with patients and their families.
  • Documented detailed case notes daily and coordinated follow-ups for seamless case management.
  • Collaborated with parents, teachers, and medical experts to develop personalized physical and educational programs for patients based on their specific medical and social needs.
  • Took initiative to engage in consistent training to further develop my knowledge and comprehension of the conditions of patients and how to effectively treat them.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Education

Financial Services - Business Management Financial Services

Humber College
12.2021

Commissioner's Citation For Bravery

Ontario Provincial Police
10.2023

CSC 1 Complete, CSC 2 in Progress

Canadian Securities Institute

Skills

  • Interpersonal Communication
  • Client Relationship Management
  • Financial Product Knowledge
  • Proficient in all Microsoft Office Programs
  • Sales Support
  • Client Needs Assessment
  • Team Collaboration
  • Administrative Support
  • Data Management
  • Research and Analysis
  • Lead Prospecting

References

References available upon request.

Timeline

Personal Sebbatical

International Travel
06.2023 - 05.2024

Personal Banking Associate

TD Canada Trust
01.2022 - 05.2023

Server Bartender

Joey Restaurant
02.2017 - 08.2021

Educational & Physical Specialist

ConductiveEducation4u
09.2015 - 06.2018

Branch Office Administrator

Edward Jones Investments
04.2014 - 12.2021

Financial Services - Business Management Financial Services

Humber College

Commissioner's Citation For Bravery

Ontario Provincial Police

CSC 1 Complete, CSC 2 in Progress

Canadian Securities Institute

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