Jad El-Dik
Ottawa,ON
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
6
6
years of professional experience
3
3
Certifications
Work History
RBC Advisor
RBC
06.2021 - Current
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Managed time efficiently in order to complete all tasks within deadlines.
- Skilled at working independently and collaboratively in a team environment.
Server
Broadways Bar And Grill
12.2018 - 05.2021
- Served food and beverages promptly with focused attention to customer needs.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
Education
No Degree - Financial Planning 1
CSI
Ottawa, ON08.2024
No Degree - Finance
CSI - PFSA
06.2023
No Degree - Finance
IFSE - IFC
11.2022
Diploma - Business
Algonquin College
Ottawa, ON04.2021
Skills
- Dependable and Responsible
- Attention to Detail
- Analytical and Critical Thinking
- Training and Development
- Problem-Solving
- Excellent Communication
- Career Planning
- Client Engagement
Certification
Mutual funds license acquired after passing the Investment Funds Canada course, passed the personal and service advice test (PFSA) as well as Financial planning 1 through CSI.
Languages
English
Native or Bilingual
French
Native or Bilingual
Arabic
Limited Working
Timeline
RBC Advisor
RBC
06.2021 - Current
Server
Broadways Bar And Grill
12.2018 - 05.2021
No Degree - Financial Planning 1
CSI
No Degree - Finance
CSI - PFSA
No Degree - Finance
IFSE - IFC
Diploma - Business
Algonquin College
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