Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Manager
Karim Assaad

Karim Assaad

Toronto,ON

Summary

Dynamic financial professional with a proven track record at CIBC, excelling in cash flow management and customer service. Skilled in developing investment strategies and building lasting client relationships, I leverage technical aptitude and problem-solving abilities to drive success and enhance client satisfaction. Committed to ethical practices and continuous education in finance.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Financial Advisor Assistant

Primerica

Manager

CIBC
04.2021 - Current
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Processed applications for new accounts.

Sales Manager

Toyota Financial Services
01.2016 - 04.2021
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • 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.

Education

Completed - Canadian Investment Funds Course

IFSE Institute
01.2025

Bachelor - Finance

McGill University
Montreal, None
12.2024

Skills

  • Ethical behavior
  • CRM software experience
  • Cash flow management
  • Continuing education
  • Portfolio management
  • Technical aptitude
  • Investment strategies
  • Tax planning
  • Estate planning
  • Customer service
  • Problem-solving
  • Multitasking and organization

Languages

English
Native or Bilingual
French
Native or Bilingual
Spanish
Professional Working

Certification

IFSE Institute

Canadian Investment Funds Course

Timeline

Manager

CIBC
04.2021 - Current

Sales Manager

Toyota Financial Services
01.2016 - 04.2021

Financial Advisor Assistant

Primerica

Completed - Canadian Investment Funds Course

IFSE Institute

Bachelor - Finance

McGill University

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Karim Assaad