Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
References
Timeline
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Salif Mohamed Goita

Montreal,QC

Summary

Highly motivated and detail-oriented professional with expertise in financial analysis, client relationship management, an regulatory compliance. As a licensed trader with growing and strong investment knowledge, I excel at analyzing financial data and effectively communicating complex concepts to clients and stakeholders.

With an experience with working in a high-paced and time ticking environment, I am committed to delivering exceptional support to my team, my superiors and customers, and also seeking to leverage these strengths to the company and the people i will be working with/for.

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Wealth Specialist/trader

IG financial
Montreal, Quebec
11.2024 - 01.2025

As a Senior Specialist at the IGSI Trade Center, I operated at the forefront of equity trading, ensuring seamless trade execution and delivering tailored solutions to clients and internal partners. My role combines technical expertise with a strong understanding of market dynamics to optimize investments execution while adhering to stringent regulatory standards.
• Trading Precision: I specialize in executing trades with absolute accuracy, ensuring adherence to market regulations and delivering a seamless experience for clients across all transaction stages.
• Portfolio Suitability & Compliance: I conduct in-depth suitability assessments to align equity investments with client objectives and risk profiles. I lead the KYC process to ensure compliance while maintaining efficiency and clarity for clients.
• Market Intelligence: I leverage an in-depth understanding of markets and financial instruments to provide actionable insights, empowering stakeholders to make informed investment decisions.
• Strategic Collaboration: I partner with Wealth Planning Specialists and Consultants to resolve complex equity trade challenges, ensuring optimal outcomes in fast-paced and high-pressure situations.
• Operational Innovation: I spearhead projects to enhance equity trading workflows, reducing turnaround times and streamlining operations. I contribute to initiatives that improve system efficiency and client satisfaction.
• Regulatory Excellence & Growth: I maintain compliance with CIRO standards while actively pursuing advanced certifications to stay ahead of industry trends and deliver cutting-edge expertise

Licensed Investment Representative

TD Direct Investing
Montreal, Quebec
08.2023 - 11.2024
  • Maintained strong rapport with clients through regular reviews and effective communication.
  • Increased client's financial literacy levels by providing educational sessions on various financial topics, including investment options and market dynamics.
  • Executed trades for clients in accordance with their instructions.
  • Delivered exceptional customer support and assistance for navigating online trading platforms.
  • Conducted thorough reviews of procedural and regulatory documents prior to trade execution.
  • Provided clients with comprehensive knowledge on the advantages of different investment options, including stocks, bonds, and mutual funds.
  • Imparted clients with comprehensive knowledge of market dynamics and prospective opportunities through regular market analysis.
  • Provided bilingual customer service in French and English, adapting communication style based on individual's level of comfort with investment terminology.

Delivery Driver

SkipTheDIshes
Montreal, Quebec
05.2020 - 08.2023
  • Received daily delivery instructions and route assignments from dispatch.
  • Kept detailed track of goods delivered and money collected.
  • Communicated regularly with dispatch regarding any delays or issues encountered on routes.
  • Delivered goods in a timely fashion while adhering to speed limits and other traffic regulations.
  • Stayed up-to-date on changing local roads and construction areas that may affect routes.
  • Handled merchandise in accordance with product handling standards.
  • Handled customer service complaints with utmost professionalism and knowledgeable responses to maintain trust and company loyalty.
  • Notified customers of delays to decrease calls to support.

Internship Student

irpad Afrique
Bamako, Bamako
06.2022 - 08.2022
  • Extracted information by reviewing and analyzing complex economical and scientific documents
  • Participated in brainstorming sessions with professionals from different socio-economic sectors to generate creative and practical ideas for addressing social and economic challenges.
  • Demonstrated strong collaboration skills by closely working with multiple teams to support events, reports, and strategies, resulting in collective achievements and team triumph.
  • Prepared presentations and reports for senior management.

Education

Bachelor of Science - Economical And Political Sciences

Université De Montréal
Montreal, QC
07-2024

High School Diploma -

Lycee Cheick Modibo Diarra
Bamako, Mali
07-2017

Junior High School Diploma -

Livia Lamoure
Bamako, Mali
07-2014

Skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Powerpoint
  • Data analysis
  • Investment knowledge
  • Salesforce
  • Market Trends Monitoring
  • Professionalism
  • Effective Communication
  • Written Communication
  • Investment Guidance
  • Adaptability and Flexibility
  • Time management abilities
  • Problem-solving aptitude
  • Stock market expertise
  • Client Confidentiality
  • Interpersonal Skills
  • Client Relations

Affiliations

passion in participating in charity event, networking events and community events.

Also passionate in sport and practicing amateur boxing and tennis player for 16 years.

Cinephile and passion for learning through books and movies.

Certification

  • CSC licensed
  • CPH licensed
  • CFA level 1 candidate
  • Wall street Oasis's Excel modeling course

Languages

English
Full Professional
French
Native/ Bilingual
Bambara
Native/ Bilingual

References

References available upon request.

Timeline

Wealth Specialist/trader

IG financial
11.2024 - 01.2025

Licensed Investment Representative

TD Direct Investing
08.2023 - 11.2024

Internship Student

irpad Afrique
06.2022 - 08.2022

Delivery Driver

SkipTheDIshes
05.2020 - 08.2023

Bachelor of Science - Economical And Political Sciences

Université De Montréal

High School Diploma -

Lycee Cheick Modibo Diarra

Junior High School Diploma -

Livia Lamoure
Salif Mohamed Goita