RAYANE LAMARA
Montréal,Canada
Summary
Passionate about personal finance and committed to helping individuals achieve financial stability, I specialize in providing tailored financial advice and leveraging technology to optimize banking solutions. With a strong background in financial services, I guide clients through strategic planning, investment opportunities, and debt management, ensuring they make informed decisions.
Overview
5
5
years of professional experience
Work History
Personal Finance Advisor
Desjardins Technology Branch
09.2024 - Current
- Advise and support members in managing their personal finances
- Offer tailored financial solutions to help clients achieve their goals
- Leverage technology to optimize customer experience and simplify banking services
Financial Services Agent
Desjardins Technology Branch
11.2021 - 09.2024
- Assisted members in their daily financial life while simplifying their autonomy through technological solutions
- Guided clients to reduce economic stress using various digital tools
Geek Squad Agent
Best Buy
02.2021 - 04.2022
- Provided technical support and on-site installation of TVs, sound systems, and computers
- Guided customers through their new purchases and introduced them to new technologies
Senior Sales Advisor
Best Buy
02.2020 - 02.2021
- Increased sales revenue by developing and implementing effective sales strategies.
- Collaborated with cross-functional teams to develop new products, ensuring successful product launches.
- Contributed to the development of an annual sales plan that aligned with overall company goals, supporting sustained growth objectives.
- Implemented customer feedback loops, driving continuous improvement of products and services.
Education
Certificate - Digital Information Management
University of Montreal
04.2025
Diploma - Startup Business
CSSRDN
Montreal, QC09.2024
Diploma - Computer Support
Teccart
Montréal05.2021
Bachelor - Geology
USTHB
Algeria07.2019
Skills
- Client relationship building
- Cash flow management
- Credit analysis
- Retirement planning
Certifications Courses
Investment Funds Representative, AMF (Autorité des marchés financiers), 01/01/22, 02/01/22
Languages
English
Full Professional
French
Native or Bilingual
Arabic
Native or Bilingual
Timeline
Personal Finance Advisor
Desjardins Technology Branch
09.2024 - Current
Financial Services Agent
Desjardins Technology Branch
11.2021 - 09.2024
Geek Squad Agent
Best Buy
02.2021 - 04.2022
Senior Sales Advisor
Best Buy
02.2020 - 02.2021
Certificate - Digital Information Management
University of Montreal
Diploma - Computer Support
Teccart
Diploma - Startup Business
CSSRDN
Bachelor - Geology
USTHB
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