Hawraa Jafar
Summary
Just graduated and got my Bachelor's degree in Financial Planning. 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.
Overview
4
4
years of professional experience
Work History
Senior Financial Advisor
National Bank of Canada
08.2023 - 09.2024
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
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 in Financial Planning -
Université Laval
Québec, QC04.2025
Major in Business Administration -
Collège Ahunstic
Montreal, QCSkills
- Proactive/Versatile
- Problem Solving
- Team Player
- Communication Skills
- Customer Service
- Adaptability
- Training and coaching
- Client assessments
Languages
English
French
Arabic
Timeline
Senior Financial Advisor
National Bank of Canada
08.2023 - 09.2024
Financial Advisor
National Bank of Canada
08.2021 - 08.2023
Bank Teller
National Bank of Canada
02.2021 - 07.2021
Bachelor in Financial Planning -
Université Laval
Major in Business Administration -
Collège Ahunstic
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