Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Awards
Certification
Timeline
Hi, I’m

ENIS CELAJ

Toronto,ON
ENIS CELAJ

Summary

Canadian Securities Course (CSC)-certified professional with 3+ years of specialized expertise in Equity research and Asset Management at CIBC. Award-winning performer recognized for driving operational efficiency, client satisfaction, and compliance excellence. Combines advanced financial acumen with data-driven problem-solving to optimize workflows and deliver scalable solutions. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments.

Overview

8
years of professional experience
1
Certification

Work History

CIBC

Financial Services Representative
01.2023 - Current

Job overview

  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Advised clients on investments, retirement and estate planning.
  • Monitored current economic trends and adjusted financial strategies accordingly.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Analyzed and interpreted financial data to inform business decisions.
  • Maintained updated records of all financial transactions to support traceability.
  • Analyzed financial trends and provided detailed financial reports to management.
  • Utilized VLOOKUPS and Advance Excel techniques to improve KYC EXCEL spreadsheets

CIBC

Customer Service Representative
01.2022 - 01.2023

Job overview

  • Recognized with the 2022 CIBC Star Performer Award for maintaining zero discrepancies.
  • Fraud Prevention: Identified and escalated 25+ suspicious transactions, mitigating $75K+ in potential losses and receiving recognition from the Risk Management
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.


  • Cross-trained and backed up other customer service managers.

National & Kapodistriako University of Athens

Researcher
01.2017 - 01.2018

Job overview

  • Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
  • Utilized statistical packages to analyze data and create visualizations with Power Bi and Tableau.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Produced monthly reports using advanced Excel spreadsheet functions.
  • Ran statistical analyses within software to process large datasets.
  • Reviewed technical and professional publications and journals to stay current on recent literature and make more strategic research decisions.

Education

Canadian Securities Institute
Toronto, ON

Canadian Securities Course (CSC)
01.2023

National & Kapodistriako University of Athens
Athens, GR

Master of Public Health from Biostatistics
01.2018

University of The Aegean
Samos,GR

BSc from Statistics, Actuarial & Financial Mathematics
01.2013

Skills

  • Mutual fund analysis
  • Investment portfolio management
  • Registered Plans
  • SQL
  • Excel proficiency
  • CIBC Proprietary Systems
  • R
  • SPSS
  • Financial analysis and reporting
  • Advanced VLOOKUP usage
  • Data analysis and visualization
  • Power BI data visualization skills

Languages

English
Full Professional
Greek
Native or Bilingual
Albanian
Native or Bilingual
Italian
Limited Working

Accomplishments

  • Leveraged certification to educate clients on RESP/RDSP tax benefits, driving $500K+ in new plan contributions.
  • Automated RESP/RDSP contribution tracking, reducing manual entry errors by 50%.
  • Maintained 100% audit readiness for 2+ years across 200+ Registered Plans.

Awards

  • CIBC Top Performer Award, 09/30/23, Recognized for leading branch-wide growth
  • CIBC Top Performer Award, 12/31/22, Achieved 99% accuracy in transaction processing.
  • Best Research Presentation Award, 01/01/18, 6th Panhellenic Meeting for AIDS & Hepatitis.

Certification

  • IBM Data Analyst Professional Certificate | Coursera - 2023
  • Canadian Securities Course (CSC), 2023

Timeline

Financial Services Representative

CIBC
01.2023 - Current

Customer Service Representative

CIBC
01.2022 - 01.2023

Researcher

National & Kapodistriako University of Athens
01.2017 - 01.2018

Canadian Securities Institute

Canadian Securities Course (CSC)

National & Kapodistriako University of Athens

Master of Public Health from Biostatistics

University of The Aegean

BSc from Statistics, Actuarial & Financial Mathematics

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ENIS CELAJ