Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Hassan AL Gailani

MISSISSAUGA,ON

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Real Estate Investment Analyst

Salman Al Nakeeb Trust
03.2023 - Current
  • Enhanced portfolio performance by conducting thorough market research and analysis of potential real estate investments.
  • Contributed to the growth of the company''s real estate portfolio, identifying profitable acquisition opportunities.
  • Maximized returns on real estate investments by monitoring asset performance and recommending strategic adjustments as needed.
  • Conducted detailed investment analysis, calculations and reports.
  • Improved business processes by analyzing current practices and recommending optimization strategies.

Personal Banker & Investment Consultant

TD Bank
01.2022 - 02.2023
  • Implemented the usage of a wide variety of financial tools to illustrate the different values each financial product would contribute towards the client's their financial goals
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Aided clients in using their current Real Estate Lending products, to help them accomplish better financial outcomes through the utilization of equity to consolidate debt and creating better cash flow


Financial Advisor & Customer Experience Associate

Bank Of Nova Scotia
07.2018 - 12.2021
  • Delivering financial advice to clients, proposing strategies to achieve short-and long-term objectives for investments and estate planning with minimal risk
  • Finalized mortgage and restructure application in an efficient manner prior to the closing dates
  • Lead the training of eight (8) new tellers, ensuring they received a comprehensive education on proper banking policies
  • Trained three (3) Head Tellers instructing them in the procedures of opening, closing and ordering funds for the branch.

Key Holder & Sales Associate

RW&CO
09.2016 - 08.2018
  • The first manager in the store's history to achieve sales targets five days in a row
  • Supervised the training of over 40 new employees, five of whom were management employees
  • Handled all customer relations issues in a gracious manner and in accordance with company policies
  • Completed all daily tasks and special assignments with an efficient, quality-driven, approach

Education

BBA - Finance

Pilon School of Business, Sheridan College
Mississauga, ON
12.2019

Skills

  • Property Management
  • Financial Analysis
  • Investment Performance Analysis
  • Advisory Credit Understanding
  • Customer Relationship Management
  • Team Leadership & Development
  • Analytical and Critical Thinking
  • Microsoft Office and Microsoft Excel

Languages

English
Native or Bilingual
Arabic
Native or Bilingual

Certification

  • Chartered Financial Analyst (CFA) Level 1 Passed
  • Canadian Investment Funds Course (IFC)
  • Financial Modelling, Wall Street Prep - February 2024

Timeline

Real Estate Investment Analyst

Salman Al Nakeeb Trust
03.2023 - Current

Personal Banker & Investment Consultant

TD Bank
01.2022 - 02.2023

Financial Advisor & Customer Experience Associate

Bank Of Nova Scotia
07.2018 - 12.2021

Key Holder & Sales Associate

RW&CO
09.2016 - 08.2018

BBA - Finance

Pilon School of Business, Sheridan College

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Hassan AL Gailani