Summary
Overview
Work History
Education
Skills
Languages Spoken
Hobbies
Timeline
Generic

Badra Bouzidy

Montreal,QC

Summary

Dedicated administrative professional with solid background in high-volume office environments focused on delivering exceptional support for customers. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight.

Overview

5
5
years of professional experience

Work History

Financial Advisor

Scotiabank
Gatineau, Quebec
11.2023 - 07.2025
  • Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
  • Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
  • Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
  • Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.
  • Ensured compliance with all federal, state and local regulations related to mortgage lending.
  • Managed relationships with outside vendors such as attorneys, accountants, when necessary.
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Provided advice on tax-advantaged investment opportunities.

Administrative Assistant

Immigration Cabinet ASCI
Montreal, QC
01.2020 - 07.2023
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Scheduled appointments, meetings and events for management staff.
  • Maintained accurate department and customer records.

Personal Banking Advisor

TD Bank
Ottawa, ON
08.2021 - 03.2023
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Modified, opened and closed customer accounts.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.

Sales Manager

Bell Canada
Ottawa, ON
01.2022 - 08.2022
  • Performed sales consultations and educated clients on products and services.

Credit Card Specialist

BMO Banque de Montréal
Montreal, QC
01.2021 - 08.2021
  • Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
  • Adjusted bills and refunded money to resolve customers' service or billing complaints.

Education

Bachelor of Arts - Law

Carleton University
Ottawa, ON
06.2024

DEC - Law

Dawson College
Montreal, QC
06.2021

Skills

  • Team or individual work
  • Multilingual
  • Administrative Support
  • Microsoft Office
  • Data Entry Documentation
  • Training specialist

Languages Spoken

  • French
  • English
  • Arabic
  • Spanish

Hobbies

  • Football
  • Swimming
  • Music
  • Cooking

Timeline

Financial Advisor

Scotiabank
11.2023 - 07.2025

Sales Manager

Bell Canada
01.2022 - 08.2022

Personal Banking Advisor

TD Bank
08.2021 - 03.2023

Credit Card Specialist

BMO Banque de Montréal
01.2021 - 08.2021

Administrative Assistant

Immigration Cabinet ASCI
01.2020 - 07.2023

Bachelor of Arts - Law

Carleton University

DEC - Law

Dawson College
Badra Bouzidy