Sally Omaraya
Mississauga
Summary
To leverage my background in Business Administration and Finance to contribute to a dynamic team, utilizing strong financial analysis, relationship management, and business development skills to deliver impactful solutions. I aim to support growth initiatives and strategic decision-making.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Service Associate
CIBC
10.2023 - Current
-FSA for Shane Coulter's Portfolio
-Maintained daily logs, tracked data, and managed clients' portfolios
- Provided personalized client solutions and responses.
-Supported advisors and identified business opportunities.
-Developed investment plans and directed assets.
-Proficiency in Microsoft Excel and PowerPoint
- Skills: Analytical Thinking, Business Growth, Financial
product, Post-Sales Support and leadership
CSR
CIBC
11.2021 - 10.2023
-Client Service Representative
-Solving transaction issues
-Completed daily logs, tracked data, and managed c clients' book of business.
-Recognize opportunities and propose offers of
products and services appropriate to
client’s need.
- Provide clients with guidance and advice, discover I immediate needs, and fulfill them.
Cashier
Walmart
03.2021 - 10.2023
- Greeted customers entering store and responded promptly to customer needs.
- Resolved customer complaints professionally, leading to improved customer relations and loyalty.
Education
Honours Bachelor of Business Administration - Finance
Sheridan College
Mississauga, Ontario06.2024
John Cabot, Ontario Catholic Secondary School -
John Cabot, Ontario Catholic Secondary School
Mississauga, Ontario06.2020
Skills
- Client Satisfaction
- Relationship Building
- Organizational Skills
- Leadership
- Team Collaboration
- Consultative Sale
- Microsoft office Proficiency
Certification
- Certificate of Creativity and Creative Problem-Solving, Sheridan College, Mississauga, Ontario
- Integrate diverse research and global perspectives on creativity.
- Synthesize critical and reflective thinking to generate and implement new ideas.
- Facilitate Creative Problem-Solving with structured skills, tools, and frameworks.
- Certificate for SHSM Business (Specialist High Skills Major), Strategic Planning, Data Analysis and Reporting, Customer Relationship Management, Financial Analysis
Languages
English
Native or Bilingual
Arabic
Native or Bilingual
Timeline
Financial Service Associate
CIBC
10.2023 - Current
CSR
CIBC
11.2021 - 10.2023
Cashier
Walmart
03.2021 - 10.2023
John Cabot, Ontario Catholic Secondary School -
John Cabot, Ontario Catholic Secondary School
- Certificate of Creativity and Creative Problem-Solving, Sheridan College, Mississauga, Ontario
- Integrate diverse research and global perspectives on creativity.
- Synthesize critical and reflective thinking to generate and implement new ideas.
- Facilitate Creative Problem-Solving with structured skills, tools, and frameworks.
- Certificate for SHSM Business (Specialist High Skills Major), Strategic Planning, Data Analysis and Reporting, Customer Relationship Management, Financial Analysis
Honours Bachelor of Business Administration - Finance
Sheridan College
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