LALY SIAMI
Belleville,Canada
Summary
Experienced senior financial advisor with a proven track record in relationship management with assigned clients of over 500 book of business.
Develops customized financial plans that address clients' unique needs and goals. Utilizes financial analysis and investment strategies to drive client success. Utilizes comprehensive financial planning tools and techniques to optimize client portfolios. Strong understanding of risk management and regulatory compliance.
Demonstrates success in applying financial advice best practices, technical expertise, and business acumen to consistently achieve targeted results.
Overview
7
7
years of professional experience
6
6
Certification
Work History
Senior Financial Advisor
Scotiabank
11.2024 - 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 with focus on clients relationship.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
Financial Advisor
Scotiabank
02.2022 - 10.2024
- Play a key role in advising customers with financial solutions from a range of available investment, transactions and credit banking solutions.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Advised clients on investments, retirement and estate planning.
Customer Service Representative
Bank of Montreal
08.2021 - 02.2022
- Supports customer requests for daily banking services, including handling transactions and customer inquiries
- Educate customers on options for managing financial transactions by leveraging technology, tools and resources
- Identified referral opportunities and recommended suitable bank products and services to customers
Assistant Program Coordinator
The Salvation Army -Children Training Higher Sec School
05.2018 - 06.2019
- Acting as an intermediary between different departments, maintain communications between schools and parents
- Implemented time management and productivity systems, which helped to optimize 80% of inter-departmental performance
Education
Certificate - Business Economics
Cornell University
ECornell10-2024
Diploma - Business Management
Centennial College of Applied Arts And Technology
Scarborough, ON04-2021
Diploma - Public Relations
Loyalist College of Applied Arts And Technology
Belleville, ON04.2020
Honours Bachelor of Arts -
University of Delhi
Delhi, India06.2018
Skills
- Financial planning
- Risk Management
- Mentoring
- Collaboration
- Pipeline management
- Microsoft Excel
- Mutual funds
- Investment advice
- Client relations
Certification
- Investment Funds in Canada (IFC) from Canadian Securities Institute
- Registered Financial and Retirement Advisor ®
- Chartered Financial Planner ®- ( in Progress)
- Hootsuite Platform Certification
- Google Ads Search Certification
- Verified International Academic Qualification from Western Education Services
Timeline
Senior Financial Advisor
Scotiabank
11.2024 - Current
Financial Advisor
Scotiabank
02.2022 - 10.2024
Customer Service Representative
Bank of Montreal
08.2021 - 02.2022
Assistant Program Coordinator
The Salvation Army -Children Training Higher Sec School
05.2018 - 06.2019
Certificate - Business Economics
Cornell University
Diploma - Business Management
Centennial College of Applied Arts And Technology
Diploma - Public Relations
Loyalist College of Applied Arts And Technology
Honours Bachelor of Arts -
University of Delhi
Similar Profiles
Abhishek WahalAbhishek Wahal
Senior Manager at ScotiabankSenior Manager at Scotiabank
Tebah Al-SafiTebah Al-Safi
Customers Experience Associate at ScotiabankCustomers Experience Associate at Scotiabank
HARSHIL PATELHARSHIL PATEL
Customer Experience Associate, Kitchener at ScotiabankCustomer Experience Associate, Kitchener at Scotiabank