Summary
Overview
Work History
Education
Skills
Timeline
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Farzan Ali

London,Ontario

Summary

Successful investment banking professional with history of bringing about exceptional results in high-volume environments with demanding objectives.

Overview

5
5
years of professional experience

Work History

Investment Specialist - Mutual Funds

BMO Bank Of Montreal
05.2023 - Current
  • Increased client satisfaction by providing tailored investment advice and creating customized financial plans.
  • Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
  • Provided detailed performance reports to clients, explaining the rationale behind investment decisions and highlighting key achievements.
  • Recommended appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.

Everyday Banking Specialist

BMO Bank Of Montreal
04.2022 - 05.2023
  • Maintained excellent client relations, resulting in increased referrals and repeat business.
  • Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
  • Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.

Easyline Specialist

TD Canada Trust
10.2019 - 04.2022
  • Delivering legendary client service and support with complex transactions related to financial products and various accounting transactions
  • Continuously solved complex client issues by being able to adapt and think fast and creatively for the most efficient outcome

Insurance Sales & Advise Specialist

TD Canada Trust
09.2018 - 10.2019
  • Presented insurance options to clients after determining their financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Education

Honors Specialization in Economics -

Western University
Senior Thesis: House Price Volatility In Canada
10.2018

Skills

  • Investment Performance Analysis
  • Financial Analysis
  • Asset Allocation
  • Risk Assessment
  • Mutual Funds
  • Interpersonal communication
  • Building customized solutions
  • Strong relationship building

Timeline

Investment Specialist - Mutual Funds

BMO Bank Of Montreal
05.2023 - Current

Everyday Banking Specialist

BMO Bank Of Montreal
04.2022 - 05.2023

Easyline Specialist

TD Canada Trust
10.2019 - 04.2022

Insurance Sales & Advise Specialist

TD Canada Trust
09.2018 - 10.2019

Honors Specialization in Economics -

Western University

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Farzan Ali