NAJIB AMEERI
Whitby
Summary
Seeking a career that fosters professional growth, offering challenges and rewards while utilizing my skills. With over 15 years of experience in customer service, investment, accounting, finance, and mortgage, I excel in fast-paced environments and work well independently. Known for strong verbal and written communication skills, I'm an enthusiastic investment, lending, financial and accounting services professional with a personable, adaptable approach, and a proven track record in customer service, finance, accounting, mortgage and investment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Personal Banker/ Financial Advisor
TD Canada Trust Bank
05.2022 - Current
- Advised clients on investment and lending services, facilitated transactions, and ensured compliance with financial policies
- Directed clients to specialized solutions, maintaining confidentiality and discretion
- Guided clients through investment account openings and asset purchases
- Assisted with mortgages, loans, and fiscal management
- Provided strategic advice on mutual funds, GICs, and registered accounts
- Recommended process improvements to streamline operations
- Ensured accurate financial procedures and compliance with regulations
- Promoted team collaboration and supported TD Bank's objectives
Fulfillment associate
Walmart
09.2019 - 10.2022
- Provides excellent Customer service through: Practicing 3 Meter Rule and responding to customer requests for information and service
- Assisting customer in locating merchandise
- Providing clean, stocked, well zoned store
- Ensures that safe work habits are being followed by: Performing warmup stretches prior to shift being knowledgeable about emergency and safety procedures
- Collaborated effectively with coworkers on initiatives focused on achieving measurable improvements in production quality and workflow
Finance Officer
International Organization for Migration - IOM
06.2016 - 05.2019
- Processed internal and external orders, while consistently overseeing accounts payable (AP), accounts receivable (AR), and the general ledger to ensure accuracy and compliance with financial standards
- Led the Finance and Administrative Assistants team across both central and provincial offices, coordinating with key departments including IT, Procurement, Logistics, Supply Chain, and Internal Audit to streamline financial processes and support the overall objectives of IOM
- Conducted comprehensive financial analysis for IOM by gathering insights, assessing service impacts, and collecting stakeholder feedback to ensure alignment with organizational values and strategic goals
- Performed variance analysis on financial statements, comparing actual results with forecasts, to identify trends and highlight areas for improvement, driving more informed fiscal planning and reporting
- Reviewed and processed payment vouchers, ensuring that invoices were supported by appropriate documentation and complied with established financial control standards
- Managed cash flow activities, including collections, withdrawals, deposits, check issuance, salary distribution, and daily expenses, maintaining transparency and strict adherence to budgetary constraints
Sale Team Leader
Excellent Planning, and Construction Company - EPCC
06.2009 - 05.2016
- Addressed customer concerns promptly and escalated major issues to the General Director
- Monitored inventory levels and kept databases updated
- Implemented strategies to maintain high customer satisfaction and resolve issues
- Represented the company at nationwide exhibitions, fostering relationships with NGOs, private sectors, and government authorities
- Engaged potential customers by answering inquiries and suggesting new products
- Resolved customer complaints efficiently and followed up post-sale to recommend additional services
- Built strong relationships with companies, NGOs, wholesalers, and communities to expand program outreach
- Identified new business opportunities through cold calling, networking, and attending seminars/exhibitions
Education
Bachler - Finance
Ontario Tech University
Oshawa, Ontario01.2000
Bachelor - General Science
Nangarhar University
01.2007
Accounting Diploma -
Durham College
Oshawa, Ontario01.2000
Finance Diploma -
Durham College
Oshawa, Ontario01.2000
Skills
- QuickBooks
- Sage50
- SAP S/4HANA
- Python
- Exceptional time management skills
- Mutual fund and lending
- Supervision of the front team
- Customer Response and solving critical issues
- Relationship building
- Customer satisfaction
- Customer service
Accomplishments
- Achieved 400% of goal in recent 3 quarters and become first in the district.
- Supervised team of 25 staff members and improve their capacity in perfect advice and proactively look for opportunities.
Certification
- Successfully passed the Canadian Investment fund course examination (IFIC)
- Successfully Passed Retirement Planning with Canadian Security Institute
- Successfully Passed Personal Financial Service Advise (PFSA)
- CSE is in the process, will be completed soon.
- Financial Planning 1 is in the process, will be completed soon.
- Completed 40 hours Security Guard Course Certificate from Samdag Security & Investigation Service Inc., Canada
- Completed Emergency First Aid - CPR C AED Certificate from St. John Ambulance Oshawa, Canada.
Languages
Pashto
Dari
Persian
English
Legend Winner 2023
- Delivered consistently strong performance, resulting in selection as TD Legend Award Winner, recognizing top-tier contributors across the organization
- Selected as one of the top performers across the region for excellence in customer experience, financial advising, and leadership.
Timeline
Personal Banker/ Financial Advisor
TD Canada Trust Bank
05.2022 - Current
Fulfillment associate
Walmart
09.2019 - 10.2022
Finance Officer
International Organization for Migration - IOM
06.2016 - 05.2019
Sale Team Leader
Excellent Planning, and Construction Company - EPCC
06.2009 - 05.2016
Bachelor - General Science
Nangarhar University
Accounting Diploma -
Durham College
Finance Diploma -
Durham College
Bachler - Finance
Ontario Tech University
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