Faris Anwar
Montreal,QC
Summary
Results-driven individual with a specialization in economics degree. Strong analytical thinker and problem solver quick to learn new skills. I have a keen interest for finance and fintech products. I'm a passionate individual who is always willing to help others
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Services Representative
RBC DI
Montreal, QC
10.2021 - Current
- Successfully completed CSC, CPH and DFOL within mandatory time frames
- Provided top quality white glove service to all clients and assisted with any concerns that arise
- Advocated for use of digital tools (Trading Dashboard, mobile application) that empower clients to ‘do it yourself’
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement during my time with Project Rebuild
- Provide expert guidance to other representatives on their operational and transactional inquiries with a focus on peer coaching and mentorship of new hires
- Proud member of project rebuild which redesigned and revamped the entire onboarding and training process for RBC Direct Investing
- Currently on secondment as a facilitator of learning delivery / Trainer
Facilitator of Learning Delivery
RBC Direct Investing
Montreal, QC
06.2023 - Current
- Revamped training and onboarding for RBC Direct investing
- Created and coded multiple excel sheets in order to simulate live trading environments
- Assisted in creation of new material
- Created and delivered UpSkill sessions to reinforce agent knowledge
- Created multiple guides for agents to reference
Manager
Fiorellino Centre Ville
Montreal, QC
02.2022 - Current
- Monitored staff performance and addressed issues.
- Trained employees on additional job positions to maintain coverage of roles.
- Recruited and hired qualified candidates to fill open positions.
- Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
- Assisted in growing the company from $2.1 million in 2021 to $4.5Million in 2022 and projected to finish 2023 at $4.7 Million.
- Acted as main point of reference when deescalating situations with clients
- In depth knowledge of all aspects of the business in order to fill in for any position in need
Economics Student Society President
Concordia University
Montreal, QC
05.2020 - 06.2021
- Brought back ESS as a member association after a year of hiatus
- Adapted ESS to comply with all COVID-19 regulations while keeping students engaged and interested
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Improved operations by working with team members and customers to find workable solutions.
- Coached students on strategies for engaging in campus life and checked in frequently to satisfy diverse needs.
Financial Intern
The Brain Workshop
Dubai, UAE
01.2015 - 01.2020
- Evaluated budget plans and current costs to project trends and recommend updates.
- Established budgets, cash flow , cost assessment reports.
- Managed company balance sheets
Education
Bachelor of Arts - Specialization in Economics
Concordia University
Montreal, QC05.2021
High School Diploma -
Bradenton Prep Academy
Dubai, UAE06.2016
Skills
General skills
- Strong Leadership
- Cost estimation and budgeting
- Organization
- Problem resolution
- Planning and coordination
Technical Skills
- Adobe creative cloud
- Microsoft office
- Google Analytics
Volunteer experience
- ASFA Academic Committee
Advocated for students academic needs during COVID-19
Aided in planning and distributing all academic awards
- ASFA Council member Concordia
Council member in charge of representing all economic students at Concordia
- ASFA Communications Committee
Aided in designing and presenting multiple outreach programs
Aided in planning and executing ASFA rebranding
- ASFA Steering Committee
Attended committee meetings to advocate for the future of Arts and Science students across Concordia
- ASFA Chief Campaign strategist
I designed political strategies
Engaged with the other candidates on the Hope and Reliability slate.
Managed the procedure, implementation, tracking and measurement of social media marketing campaigns.
Any decisions on the campaign were done with the approval of the candidate and I.
Managed the candidates events and schedule.
Languages
- English (Fluent)
- Arabic (Fluent)
- French (working knowledge)
Certification
Canadian Securities Course (CSC)
Conduct and Practices Handbook Course (CPH®)
Derivatives Fundamentals and Options Licensing Course (DFOL)
RBC Team performance award winner
Timeline
Facilitator of Learning Delivery
RBC Direct Investing
06.2023 - Current
Manager
Fiorellino Centre Ville
02.2022 - Current
Investment Services Representative
RBC DI
10.2021 - Current
Economics Student Society President
Concordia University
05.2020 - 06.2021
Financial Intern
The Brain Workshop
01.2015 - 01.2020
Bachelor of Arts - Specialization in Economics
Concordia University
High School Diploma -
Bradenton Prep Academy
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