Gada Sahly
Gatineau,QC
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
11
11
years of professional experience
Work History
Associate Private Banking Advisor
CIBC Private Wealth Management
02.2021 - Current
- Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
- Evaluated potential investment opportunities, utilizing both qualitative and quantitative methods to assess viability.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Developed and maintained strong relationships with other industry professionals, such as attorneys or accountants, to provide comprehensive financial services to clients.
Senior Financial Service Representative/Mortgage Agent
Easyfinancial Services
02.2017 - 02.2021
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Enhanced company reputation by providing exceptional customer service and support.
- Contributed to team sales goals by upselling products and services to customers.
- Streamlined internal processes for improved efficiency, reducing overall costs for the organization.
- Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
- Improved client retention rates by building strong relationships and offering personalized solutions to their needs.
- Optimized workflow processes, allowing for more efficient use of resources and reduced turnaround times on projects.
Sales Manager/Office Administrator
Aaron's Sales And Lease
03.2013 - 05.2016
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Streamlined sales processes for improved efficiency, resulting in higher conversion rates.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Reduced administrative errors by diligently proofreading office documents and maintaining accurate records.
Education
Canadian Investment Funds (CFIC) - Finance
IFSE Institute
Toronto04.2021
REMIC Mortgage Agent Course -
Real Estate & Mortgage Institute of Canada Inc.
Toronto05.2017
Skills
- Relationship Building
- Training and Mentoring
- Client Engagement
- Strategic Planning
- Industry knowledge
- Problem solving
- Sales strategy
- Time management
- Critical thinking
- Business Administration
- Workforce Management
- Microsoft Expertise
- ECRM operation
Languages
English
Native or Bilingual
Arabic
Full Professional
French
Limited Working
Timeline
Associate Private Banking Advisor
CIBC Private Wealth Management
02.2021 - Current
Senior Financial Service Representative/Mortgage Agent
Easyfinancial Services
02.2017 - 02.2021
Sales Manager/Office Administrator
Aaron's Sales And Lease
03.2013 - 05.2016
Canadian Investment Funds (CFIC) - Finance
IFSE Institute
REMIC Mortgage Agent Course -
Real Estate & Mortgage Institute of Canada Inc.
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