Summary
Overview
Work History
Education
Skills
Timeline
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Farhan Ismail

Guelph,ON

Summary

Over 15 years of experience in banking, specializing in sales, credit, and investment services. Adept at effectively engaging clients and offering tailored solutions to meet their needs. Skilled in collaborating with team members to ensure smooth banking operations. Proven problem-solving ability and expertise in using financial planning tools for long-term financial success. Technologically adept with experience in digital banking on Android and iOS platforms. Fluent in English, Urdu, and Hindi.

Overview

6
6
years of professional experience

Work History

Retail Investment Specialist

TD Canada Trust
Guelph, Ontario
05.2023 - Current
  • Supported clients in realizing their retirement and major purchase aspirations by providing customized investment recommendations based on proficient use of strategic financial planning instruments.
  • Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
  • Identified potential investments and opportunities for clients according to their individual needs.
  • Monitored the performance of existing portfolios and recommended changes when necessary.
  • Developed customized investment plans for clients based on their goals and resources.
  • Reviewed client accounts regularly to ensure that portfolio allocations were consistent with stated objectives.
  • Developed relationships with clients in order to gain a better understanding of their goals and needs.
  • Educated clients on various investment options available in the marketplace.
  • Educated business owners on investment needs and offered customized solutions

Financial Advisor

TD Canada Trust
Guelph, Ontario
07.2020 - 05.2023
  • Provided personalized financial advice to clients on savings, investments, and credit options.
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Assisted small business clients in their daily banking needs and aided them with pre-approved credit requests.

Personal Banker

TD Bank
Milton, Ontario
01.2019 - 01.2020
  • Provided day-to-day banking assistance, delivering personalized financial advice to clients
  • Provided customer service to clients, including answering questions and resolving issues.
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services.
  • Cross-sold banking products such as credit cards, loans and investments.

Customer Experience Associate (CEA)

TD Canada Trust
Guelph, Ontario
07.2018 - 07.2019
  • Handled financial transactions with accuracy, adhering to TD’s operating procedures and ethical standards

Education

Financial Planning I -

Canadian Securities Institute
01.2021

Personal Financial Services Advice -

Canadian Securities Institute
01.2021

Investment Funds in Canada -

Canadian Securities Institute
01.2020

MBA (Marketing) -

PAF-KIET University
01.2008

BBA (Hons) -

PAF-KIET University
01.2007

Skills

  • Strong communication skills
  • Expertise in engaging clients in sales, service, and advisory roles
  • Dedicated to assisting diverse clients by actively listening to their needs and offering tailored solutions
  • Skilled in collaborating with team members to ensure smooth banking operations
  • Proven problem-solving ability
  • Proficient in using financial planning tools
  • Technologically adept with experience in digital banking on Android and iOS platforms
  • Fluent in English, Urdu, and Hindi

Timeline

Retail Investment Specialist

TD Canada Trust
05.2023 - Current

Financial Advisor

TD Canada Trust
07.2020 - 05.2023

Personal Banker

TD Bank
01.2019 - 01.2020

Customer Experience Associate (CEA)

TD Canada Trust
07.2018 - 07.2019

Financial Planning I -

Canadian Securities Institute

Personal Financial Services Advice -

Canadian Securities Institute

Investment Funds in Canada -

Canadian Securities Institute

MBA (Marketing) -

PAF-KIET University

BBA (Hons) -

PAF-KIET University

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Farhan Ismail