Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Rania Tarek

Quebec

Summary

Experienced Investment Advisor passionate about supporting clients in managing their financial wealth. With a Bachelor's degree in Actuarial Science, I bring advanced analytical expertise that enables me to deliver tailored and strategic solutions aligned with my clients' specific needs. Recognized for my ability to build trust and simplify complex financial concepts, I combine technical precision with a human-centered approach to maximize client value and satisfaction. Trilingual (French, English, Arabic), I am driven by the goal of advancing wealth management through an innovative and results-oriented approach.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Wealth Associate

BMO Bank of Montreal
01.2021 - Current
  • Advised clients on managing their financial portfolios according to their needs and objectives.
  • Provided personalized solutions for investment and financial planning.
  • Analyzed client portfolios and recommended strategic adjustments to optimize returns.
  • Maintained strong client relationships through proactive follow-ups and exceptional service.
  • Developed and implemented strategies to increase customer satisfaction and engagement.
  • Collaborated with a multidisciplinary team to develop tailored wealth management strategies.

Director of Financial Services

BMO Bank of Montreal
01.2019 - 01.2021
  • Recommended tailored solutions to meet client needs in sales and services, including everyday banking products, personal investments, lending solutions, home financing, and small business banking services.
  • Proactively engaged with existing and prospective clients, conducting needs-based assessments to enhance loyalty and identify immediate and future business opportunities.
  • Addressed inquiries and resolved issues related to Personal Credit, audits, and quality controls.

Customer Service Advisor

BMO Bank of Montreal
01.2018 - 01.2019
  • Enhanced customer satisfaction by addressing and resolving issues in a timely manner.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Implemented strategies to reduce average handling time without compromising on service quality.

Telemarketing Advisor

Desjardins Financial Security
01.2017 - 12.2017
  • Completed daily cold calling and outreach to build sales pipeline.
  • Addressed client inquiries and closed sales while adhering to quality and compliance standards for financial product distribution.
  • Mastered the terms of contracts and related eligibility conditions.
  • Contributed to achieving sales and client satisfaction targets in line with established productivity and quality standards.

Education

Bachelor of Science - Actuarial Science

Laval University
Quebec,Qc
05-2017

Skills

  • Leadership
  • Wealth Management
  • Actuarial Science
  • Advanced Financial Analysis
  • Personalized Consulting
  • Sales and Advisory Strategies
  • Client Relationship Management

Languages

English
Full Professional
French
Native or Bilingual
Arabic
Native or Bilingual

Certification

  • Chartered investment manager (CIM) - 2024
  • Wealth Management Essentials - CSI – 2023
  • Canadian Securities Course (CCVM) - CSI – 2022
  • Conduct and Practices Handbook Course (CPH) - CSI – 2022
  • Représentante en épargne collective - IFSE – 2019

Timeline

Senior Wealth Associate

BMO Bank of Montreal
01.2021 - Current

Director of Financial Services

BMO Bank of Montreal
01.2019 - 01.2021

Customer Service Advisor

BMO Bank of Montreal
01.2018 - 01.2019

Telemarketing Advisor

Desjardins Financial Security
01.2017 - 12.2017

Bachelor of Science - Actuarial Science

Laval University

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Rania Tarek