Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Mohammad Suleman Khan

11789 Rue Michel Sarrazin , Montréal,QC

Overview

4
4
years of professional experience
1
1
Certification

Work History

Investment Advisor

TD Wealth Management
Montreal, QC
10.2023 - Current
  • Crafted personalized investment plans based on in-depth client financial reviews, aligning with their goals and risk preferences.
  • Oversaw portfolio performance, providing strategic investment advice, promoting portfolio balance, and designing bespoke portfolios for targeted financial outcomes.
  • Maintained rigorous compliance with financial regulations and mutual fund standards, ensuring up-to-date practices in securities management.

Personal Lender

BMO Financial Group
Montreal, QC
05.2023 - 10.2023
  • Conducted credit evaluations, negotiated loan agreements, and made lending decisions to optimize financial results and mitigate risk.
  • Performed thorough financial assessments of loan applicants, ensuring adherence to all regulatory levels for credit assessment.
  • Cultivated partnerships with referral networks, advised clients on loan options, and streamlined application procedures to drive new client engagement.

Credit Card Customer Service Representative

BMO Financial Group
Montreal, QC
05.2021 - 05.2023
  • Addressed customer queries about credit card features and policies.
  • Guided customers towards selecting credit card options suited to their financial needs.
  • Fostered strong client connections through dedicated customer service and support.

Supervisor

IGA Extra - Famille Duchemin
Montreal, QC
12.2019 - 07.2021
  • Boosted operational efficiency via cross-training programs, ensuring versatile team adaptability.
  • Improved resource management and service standards through strategic scheduling and task delegation.
  • Implemented strict financial oversight measures to ensure the integrity of monetary transactions.

Education

Chartered Financial Analyst Candidate - Level 1

CFA
08-2024

Bachelor of Commerce - Corporate Finance And Investments

Concordia University
Montreal, QC
06.2023

DEC in Administration Studies -

Cégep De Saint-Laurent
Montreal, QC
12-2018

Skills

  • Credit Risk Evaluation
  • Financial Consultation
  • Client Relations
  • Risk Mitigation Strategies
  • Leadership and Team Coordination
  • Portfolio Analysis
  • Business Development

Certification

Investment Funds in Canada (IFC)

Languages

English
French
Hindi

Timeline

Investment Advisor

TD Wealth Management
10.2023 - Current

Personal Lender

BMO Financial Group
05.2023 - 10.2023

Credit Card Customer Service Representative

BMO Financial Group
05.2021 - 05.2023

Supervisor

IGA Extra - Famille Duchemin
12.2019 - 07.2021

Chartered Financial Analyst Candidate - Level 1

CFA

Bachelor of Commerce - Corporate Finance And Investments

Concordia University

DEC in Administration Studies -

Cégep De Saint-Laurent

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Mohammad Suleman Khan