Omar Nassef
Charlottetown,PE
Summary
Proven Financial Advisor with a track record of fostering client loyalty and managing clients financials at Scotiabank. Expert in investment advice and relationship building, I excel in translating complex financial concepts into actionable plans, significantly enhancing client satisfaction and helping them meet there goals. Demonstrated sales expertise and retirement planning acumen underscore my comprehensive skill set.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
01.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Bank Teller
Scotiabank
08.2022 - 12.2022
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Sales Associate
Sports Chek
05.2022 - 09.2022
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
Finance Department Intern
Agiba Petroleum
01.2019 - 06.2019
- Assisted with account reviews and preparation for account reviews.
- Verified financial journals for clarity and completion under supervisor direction.
- Developed and analyzed various budgets and performed financial statement analysis.
- Drafted financial reports to support comprehensive investigations.
Education
Bachelor Of Business Administration - Finance
University of Prince Edward Island
Charlottetown, PE05.2022
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
Languages
English
Native or Bilingual
Certification
Canadian Investments Fund Course
Registered Financial and Retirement Advisor 1
Timeline
Financial Advisor
Scotiabank
01.2023 - Current
Bank Teller
Scotiabank
08.2022 - 12.2022
Sales Associate
Sports Chek
05.2022 - 09.2022
Finance Department Intern
Agiba Petroleum
01.2019 - 06.2019
Bachelor Of Business Administration - Finance
University of Prince Edward Island
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