Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Hawraa Jafar

Montreal,QC

Summary

Experienced Senior Financial Advisor with over three and a half years of expertise in providing personalized financial planning services. Skilled in investment management, retirement planning, and risk assessment, with a strong ability to build lasting client relationships. Currently pursuing a Bachelor's degree in Financial Planning to further enhance my knowledge and skills in the field.

Overview

4
4
years of professional experience

Work History

Senior Financial Advisor

National Bank of Canada
08.2023 - Current
  • Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
  • Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
  • Managed client portfolios on consistent basis and contacted clients to provide details on investments.

Financial Advisor

National Bank of Canada
08.2021 - 08.2023
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.


Bank Teller

National Bank of Canada
02.2021 - 07.2021
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.


Education

Bachelor of Financial Planning -

Université De Laval
Laval, QC

Major in Business Administration -

College Ahunstic

Skills

    - Communication skills

    - Problem Solving

    - Team Player

    - Proactive/Versatile

    - Customer Service

    - Adaptability

Languages

English
French
Arabic

Timeline

Senior Financial Advisor

National Bank of Canada
08.2023 - Current

Financial Advisor

National Bank of Canada
08.2021 - 08.2023

Bank Teller

National Bank of Canada
02.2021 - 07.2021

Bachelor of Financial Planning -

Université De Laval

Major in Business Administration -

College Ahunstic

Similar Profiles

CREATE PROFILE
Hawraa Jafar