Summary
Overview
Work History
Education
Skills
Extracurricular Activities
References
Timeline
Generic

Mouad Sammou

Ottawa,Canada

Summary

Bilingual financial planning professional and CFP candidate with extensive experience in advising public sector employees on retirement and investment strategies. Proven success in credit analysis and portfolio management, coupled with a strong ability to educate clients on complex financial decisions. Dedicated to fostering long-term financial security for clients through tailored, effective planning solutions.

Overview

5
5
years of professional experience

Work History

Business Advisor (Remote)

RBC
Ottawa, Canada
09.2022 - Current
  • Provide expert financial advice to business clients with a focus on long-term financial health
  • Assist in financial planning for entrepreneurs, including retirement and cash flow strategies
  • Build strong client relationships and guide them through tailored financial solutions
  • Assess financial health and risk to support credit decision-making

Expert Banking Advisor

RBC
Ottawa, Canada
10.2022 - 09.2024
  • Supported clients with complex financial needs, particularly retirement and investment planning
  • Delivered customized mutual fund strategies aligned with client goals and timelines
  • Collaborated with planning, mortgage, and business banking professionals to offer holistic financial solutions
  • Ensured ongoing compliance while maintaining high standards in financial reporting
  • Analyzed mutual fund performance and provided tailored investment recommendations to clients.
  • Assisted in portfolio management by researching market trends and assessing risk factors to optimize fund allocation.
  • Ensured compliance with industry regulations by reviewing fund transactions and preparing detailed financial reports.

Financial Advisor

Desjardins
Ottawa, Canada
09.2022 - 10.2022
  • Guided clients through debt management and retirement strategies
  • Monitored and reviewed mutual fund portfolios to ensure alignment with retirement timelines
  • Maintained compliance with distribution and reporting standards

Financial Service Officer

Desjardins
Ottawa, Canada
03.2021 - 09.2021
  • Supported investment advisors in the preparation and rebalancing of client retirement portfolios
  • Ensured seamless coordination with fund managers and accurate financial reporting
  • Handled administrative tasks and follow-ups for a smooth client experience

Sales Representative

Koodo
Trois-Rivières, Canada
02.2020 - 08.2020
  • Built trust-based relationships with clients, tailoring product solutions to meet their needs
  • Strengthened communication skills in a fast-paced, client-facing environment

Education

Personal Financial Services Advice -

Canadian Securities Institute
Toronto, ON
06.2024

Investment and Taxation Fundamentals -

Canadian Securities Institute
Toronto, ON
07.2023

Mutual Fund License -

Canadian Securities Institute
Toronto, ON
07.2021

Honours Bachelor's - Business Administration - Finance

University of Quebec at Trois-Rivières
Trois-Rivières, QC
04.2021

Principes de Planification Financière -

Canadian Securities Institute
Toronto, ON

Assurance et Retraite -

Canadian Securities Institute
Toronto, ON

Financial Planning I -

Canadian Securities Institute
Toronto, ON

Financial Planning II -

Canadian Securities Institute
Toronto, ON

Skills

  • Financial planning & retirement solutions
  • Client relationship management & education
  • Credit and risk analysis
  • Portfolio management and fund allocation
  • Regulatory compliance & documentation
  • Market research and investment strategy
  • Technologically proficient with financial tools
  • Retirement strategies
  • Client relationship management
  • Investment planning
  • Problem solving

Extracurricular Activities

Ville Edmundson, Edmundson, NB, Assistant Soccer Coach, 10/01/16, 07/31/18, Mentored youth players in teamwork, strategy, and discipline.

References

Available upon request.

Timeline

Expert Banking Advisor

RBC
10.2022 - 09.2024

Business Advisor (Remote)

RBC
09.2022 - Current

Financial Advisor

Desjardins
09.2022 - 10.2022

Financial Service Officer

Desjardins
03.2021 - 09.2021

Sales Representative

Koodo
02.2020 - 08.2020

Personal Financial Services Advice -

Canadian Securities Institute

Investment and Taxation Fundamentals -

Canadian Securities Institute

Mutual Fund License -

Canadian Securities Institute

Honours Bachelor's - Business Administration - Finance

University of Quebec at Trois-Rivières

Principes de Planification Financière -

Canadian Securities Institute

Assurance et Retraite -

Canadian Securities Institute

Financial Planning I -

Canadian Securities Institute

Financial Planning II -

Canadian Securities Institute

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