Investment
Salif Mohamed Goïta
Investment Representative
Montreal,QC
Summary
Conscientious investment Representative with expertise in helping individuals make informed and knowledgeable decisions to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses professional understanding of markets, financial products and taxes to provide best guidance to clients.
Overview
4
4
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Licensed Investment Representative
TD Direct Investing
Montreal
08.2023 - Current
- Educated clients on financial topics and best practices.
- Cultivated a strong referral network through strategic partnerships within the community.
- Assisted in the onboarding of new clients, facilitating seamless account transitions and fostering strong relationships.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Provided exceptional customer service, resolving issues promptly and professionally.
- Expanded business by nurturing existing relationships while consistently prospecting for new opportunities.
- Maintained compliance with industry regulations while executing trades and transactions.
- Handled sensitive client information securely in accordance with company policies and industry standards.
- Educated clients on potential risks and rewards associated with various investments.
- Educated clients on investment options, empowering them to make informed decisions.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Provided professional services and support in a dynamic work environment.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Developed and maintained courteous and effective working relationships.
- Organized and detail-oriented with a strong work ethic.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Skilled at working independently and collaboratively in a team environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Strengthened communication skills through regular interactions with others.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Delivery Driver
SkipTheDishes
Montreal
05.2020 - 08.2023
- Minimized company liability and risks to loads by obeying traffic laws.
- Delivered packages to customer doorsteps and business offices.
- Successfully avoided time delivery delays by carefully planning best routes.
- Worked scheduled hours as required and took on available shifts during holidays and busy periods.
- Ensured the safety of all goods transported by securing loads properly and following best practices for handling fragile items.
- Determined quickest and safest routes for delivery by using effective planning and organizational skills.
- Answered common customer questions, accepted payments and completed paperwork at delivery and pickup locations.
- Kept detailed mileage and fuel reports to track overall fuel costs.
- Read maps, followed oral, and written instructions and used GPS technology to make deliveries.
Internship Student
Irpad Afrique
Bamako
06.2022 - 08.2022
- Utilized problem-solving skills to overcome obstacles encountered during projects while maintaining professionalism under pressure.
- Developed and maintained relationships with key internal stakeholders.
- Devised and implemented processes and procedures to streamline operations.
- Sorted and organized files, spreadsheets, and reports.
- Reported back to instructor to receive day-to-day tasks and responsibilities.
- Managed multiple priorities simultaneously without compromising quality or punctuality of deliverables.
- Supported company goals by actively participating in brainstorming sessions and providing valuable insights.
Education
Economical And Political Sciences - Economics And Politics
Université De Montréal
Montreal, QC04.2024
Skills
Qualitative Analysis
Securities Valuation
Credit analysis
Financial statement analysis
Quantitative Analysis
Investment strategies
Equity research
Stock Market
Trading Execution
Attention to Detail
Market Trends Monitoring
Microsoft Excel
Critical Thinking
Canadian security courses completed
Conduct and practice handbook exam completed
Active Listening
Certification
Canadian securities course
Interests
Finance
Politic
Stock market
Timeline
Conduct and practices handbook course
04-2024
Canadian securities course
03-2024
Licensed Investment Representative
TD Direct Investing
08.2023 - Current
Internship Student
Irpad Afrique
06.2022 - 08.2022
Delivery Driver
SkipTheDishes
05.2020 - 08.2023
Economical And Political Sciences - Economics And Politics
Université De Montréal