SAMERA ZOBERI
Brampton,Canada
Summary
Ambitious and career-focused job seeker eager to secure an entry-level Career Coach position that will propel my career while contributing to the achievement of company goals. Seeking a full-time role that offers professional challenges where strong interpersonal skills, excellent time management, and problem-solving abilities can be utilized. With a dedicated history of meeting company objectives through consistent and organized practices, brings a wealth of experience as a Rehabilitation Consultant/Health Coach in the Healthcare, Business, and Finance sectors. Renowned for resolving problems and enhancing customer satisfaction, a poised Integrative Health Coach proficient in assessing client needs and designing effective treatment plans. As a licensed financial professional with extensive expertise in financial planning, investment strategies, and regulatory compliance, excels at fostering team collaboration and driving client-focused outcomes. Known for dependability, adaptability, and proficiency in risk assessment, portfolio management, and client relations, consistently upholds high professional standards while delivering impactful financial solutions.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Licensed Financial Advisor
World Financial Group WFG
04.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Trained new hires on firm policies, procedures, and best practices to ensure a seamless integration into the team.
- Achieved high client satisfaction by providing personalized financial advice and investment strategies.
- Increased assets under management by effectively promoting the firm's investment products and services to prospective clients.
- Advised clients on tax-efficient strategies for their investments, resulting in optimized after-tax returns.
- Assisted clients during major life events such as retirement or inheritance planning, ensuring smooth transitions between different stages of wealth accumulation.
Sleep Consultant
Sleepm Global Inc.
11.2019 - Current
- Worked as part of team of physicians, nurses or other healthcare professionals to manage patient care by assisting with medical procedures or related duties
- Questioned patients about medical backgrounds to obtain accurate health history data and optimize treatment plans
- Employed devices and patient positioning techniques to reduce chance of radiation exposure to either staff or patients
- Used expertise in Sleep Wellness and Integrative Health/Functional Medicine areas to help diagnose and treat injuries, diseases and other acute and chronic concerns
- Assisted patients with activities of daily living under guidance of Integrative Health Coach
- Provided care for patients based on physical, psychological, educational and safety criteria
- Documented observations and baseline measurements in medical records
- Provide sleep aid recommendations to enable improved breathing, immunity and homeostasis for improved client health and well-being
- Educated patients about procedures, answered questions and provided comforting words to control anxiety and enhance procedure results
- Developed customized sleep strategies, resulting in improved nighttime routines and increased client satisfaction.
- Kept up-to-date with industry trends and research findings, ensuring that recommendations were grounded in current best practices.
- Conducted group consultations for businesses seeking to improve employee productivity and overall well-being through better sleep practices.
- Collaborated with healthcare professionals to address underlying medical issues impacting clients'' sleep patterns.
- Provided ongoing support to clients throughout their sleep improvement journey, ensuring long-term success and progress.
- Implemented relaxation techniques into client consultations, reducing stress levels associated with insomnia or other sleep disturbances.
- Educated clients on the physiological aspects of sleep, enabling them to better understand their individual requirements for optimal rest.
- Promoted healthy sleep habits through tailored coaching sessions for individual clients and families.
- Increased awareness of the benefits of professional Sleep Consultant services through targeted marketing efforts and promotional materials.
- Enhanced client understanding of the importance of proper sleep environments, leading to optimized bedroom conditions for restful slumber.
- Improved clients'' sleep quality by conducting comprehensive assessments and designing personalized sleep plans.
Integrative Health Coach
Investlanes Inc.
11.2018 - Current
- Provide individual and group coaching assessments for prevention and wellness of clients seeking better quality of life by creating treatment plans to address various health paradigm imbalances including emotional, mental, spiritual health and others for increased performance of daily tasks for personal and professional life
- Continually client improved knowledge, skills and performance based on feedback and self-identified professional developmental needs
- Promoted available resources and connected individuals with services
- Developed programs for teaching students and public
- Assisted with development of improved seminars and training materials
- Identified process improvements in day-to-day functioning of department
- Partnered with agencies and organizations driving improvements in community health
- Developed and improved continuing education programs and new employee training on specific health issues
- Gave public talks on importance of health education and specific disease prevention and treatment strategies
- Carried out day-day-day duties accurately and efficiently
- Educated patients about procedures, answered questions and provided comforting words to control anxiety and enhance procedure results
- Documented observations and baseline measurements in medical records
- Provided care for patients based on physical, psychological, educational and safety criteria
- Assisted patients with activities of daily living under guidance of Rehabilitation Consultant
- Used expertise in Emotional Freedom Technique (EFT), HeartMath and CBT areas to help diagnose and treat injuries, diseases and other acute and chronic concerns
- Maintained mailing lists and subscriptions to facilitate program functions via addressing 20+ inquiries to health and wellness posts
- Developed and maintained libraries and literature subscriptions
- Led planning and achievement of goals and objectives consistent with agency mission and philosophy
- Implemented stress-reduction techniques into coaching sessions for improved mental well-being among clients.
- Maintained records of clients' health progress and compared to health goals.
- Guided clients in setting realistic goals, implementing effective action plans, and monitoring progress for long-term success.
- Assisted clients in finding new ways to inspire healthier habits.
- Enhanced clients'' understanding of nutrition and exercise, resulting in better overall health and wellbeing.
- Empowered clients to make informed decisions about their health through education on nutrition, fitness, and stress management.
- Recommended nutrition and fitness modifications to improve overall health of clients.
- Recorded health data by asking clients to complete self-assessments.
- Utilized evidence-based research to inform coaching methods that produced tangible improvements in clients'' overall health status.
- Conducted comprehensive health assessments for accurate goal-setting and customized coaching strategies.
- Interpreted health data and recorded clients' health status.
- Tailored coaching approaches to cater to unique needs and preferences of each client.
Property and Client Relations Manager
Statue Homes Inc.
11.2014 - 02.2020
- Collected and logged client feedback about service experience to identify areas for improvement
- Addressed and resolved customer complaints and issues to improve satisfaction
- Developed online marketing plans to build potential tenant prospect lists
- Escalated client complaints and feedback to CEO when required
- Minimized vacancy periods by collaborating with building owners to strategize improvements to marketing initiatives, business plans and tenant outreach programs
- Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes
- Evaluated and recommended changes in rental pricing strategies to remain competitive in market
- Handled tenant complaints promptly and appropriately, calling in repairmen and other support services
- Maintained sufficient number of units market-ready for lease
- Maintained original leases and renewal documents in digital and hardcopy format for property management office
- Developed, reviewed and submitted property operating and capital budgets
- Prepared specifications, solicited bids and approved subcontracts for building services
- Completed final move-out walk-throughs with tenants to identify required repairs
- Boosted occupancy [100]% by leveraging market knowledge and successful promotional strategies
- Developed and executed plan to achieve and maintain 85% or better rate of occupancy
- Followed up on delinquent tenants and coordinated collection procedures
- Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays and schedule changes
- Introduced prospective tenants to types of units available and performed tours of premises
- Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects
- Organized and participated in meetings to give residents opportunity to ask questions and provide forum for issues to be addressed
- Developed strong relationships with clients through regular communication and personalized attention.
- Achieved main targets and KPI's set by CEO leadership.
- Informed customers of additional services offered by company to develop opportunities for sales revenue.
- Negotiated contract renewals with existing clients while identifying opportunities for upselling additional services or products.
- Oversaw a diverse portfolio of clients, ensuring that each account received personalized attention and care tailored to their unique needs and expectations.
- Actively participated in networking events within industry circles in order to establish new connections as well as strengthen existing relationships.
- Spearheaded initiatives aimed at enhancing overall customer experience, leading to increased loyalty among existing clientele base.
- Served as an escalation point for complex client issues requiring senior management intervention; worked closely with various departments in order to reach a satisfactory resolution.
- Completed client surveys and service reviews to identify areas for improvement.
- Monitored industry trends and competitor activity to inform strategic decision-making and maintain a competitive edge in the market.
- Streamlined internal processes to improve efficiency, resulting in faster response times to client inquiries.
- Enhanced client satisfaction by consistently addressing and resolving concerns in a timely manner.
- Conducted regular client feedback sessions, utilizing insights gathered to identify areas for enhancing the overall service experience.
- Assisted in the development of marketing materials targeted at potential clients, showcasing the company''s strengths and value proposition.
- Facilitated open lines of communication between clients and internal departments, effectively addressing any concerns or issues that arose.
- Collected and logged client feedback about service experience to identify areas for improvement.
- Maintained comprehensive knowledge of company products and services, allowing for efficient resolution of client issues.
- Conducted regular performance evaluations and provided constructive feedback, promoting professional growth within the team.
- Managed customer relations on ongoing basis to maximize customer retention.
- Delivered superior customer service to strengthen relationships and drive future business revenue.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Owner /Operator and Health Consultant
Purezza Med Spa
04.2012 - 11.2013
- Certified a Nutrametrix/Isotonix Health Consultant providing health nutrition plans with nutraceuticals in conjunction to skin consultations for referred clients of spa services
- Provide additional recommendation of holistic health professionals within medical spa facility to address emotional, mental and spiritual imbalances leading to augmentation of skin care treatment plans
- Performing overall health assessments for clients to aid in better overall skin enhancement services
- Overseeing operations and management of staff
- Managed day-to-day business operations
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs
- Remained up-to-date on current trends and attended industry trade shows and markets to view and order inventory
- Set, enforced and optimized internal policies to maintain responsiveness to demands
- Founded and managed medical business, growing revenue to $[30,000] in first year
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Trained and motivated employees to perform daily business functions.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Established foundational processes for business operations.
- Interacted well with customers to build connections and nurture relationships.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
- Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
Vision Rehabilitation Consultant
Mississauga Vision Centre - Rehabilitation
05.2001 - 08.2012
- Certified as a Registered Rehabilitation Professional, Certified Vocational Rehabilitation Professional, Adaptive Vision Aids Technologist
- Performed functional assessments for visually impaired clients to identify barriers to vocational performance
- Assess the utility of adaptive aids for vocational reintegration of visually impaired clients
- Consulting with affiliated optometrists regarding vocational visual capacity of clients via vision tests to provide employment accommodation strategies and vision aids for successful return to work plans
- Provide reports to government agencies, employers, insurance companies including Great West Life, Sunlife Financial and Meloche Monnex
- Conducted research, gathered information from multiple sources and presented results including transferable skills analysis, labour market research and NOC searches for providing appropriate, alternate options for clients for successful transition into workforce
- Identified issues, analyzed information and provided solutions to problems
- Carried out day-day-day duties accurately and efficiently
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Tracked staff licensure requirements to achieve [100]% compliance with regulations.
- Established strong rapport with clients'' families, cultivating supportive networks that facilitated successful long-term rehabilitation outcomes.
- Implemented evidence-based practices within the clinic setting, driving continuous improvement in overall service quality.
- Improved client satisfaction scores through compassionate and attentive communication during consultations.
- Assisted clients in overcoming barriers to employment through vocational counseling and job placement support.
- Provided expert witness testimony in legal cases involving disability claims, contributing to fair case resolutions.
- Evaluated client progress regularly, adjusting treatment plans accordingly for optimal recovery results.
- Educated clients on injury prevention techniques to facilitate long-term health maintenance and prevent future complications.
- Executed and complied with policies regarding patient admission, care and records to maintain standards of excellence for patients and families.
- Assisted clients in exploring career options and vocational goals.
- Assisted individuals with addressing disabilities and developing career plans.
- Consulted with interdisciplinary teams to enhance coordination of care, establish medical clearance and determine optimal timing of further interventions.
- Led vocational assessments for clients with physical, emotional, intellectual and behavioral disabilities.
- Evaluated diagnostic data to determine eligibility and needed services.
Education
Bachelor of Science - Biology And Psychology
YORK University
Toronto, ONAssociate of Applied Science - Assistive Technology
Mohawk College
Brantford, OntarioCertificate in Vision Aids Technology -
York University/ Seneca College
Toronto, OntarioCertificate in Nutrametrix/Isotonix Consultant - Nutrametrix/Isotonix
MA University
Orlando, FloridaCertificate in Integrative Health Coaching -
World Organization of Natural Medicine
Life License Qualification Program, LLQP -
Durham College
Oshawa, ON11-2024
IHC: Integrative And Functional Medicine - Integrative Health Coach
11.2022
Skills
- Professional bedside manner
- Recordkeeping and documentation
- Occupational Health and Safety and Employee Standards regulations knowledge
- Healthy meal preparation
- Client Relations
- Administrative Leadership
- Legal Issue Resolution
- Performance Assessment
- Decision Making
- Critical Thinking
- Multitasking and Prioritization
- Interventions understanding
- Research abilities
- Program support
- Prevention strategies
- Presentation skills
- Retirement planning
- Debt management
- Tax planning
- Relationship building and management
- Insurance sales
- Loans
- Investment planning
- Market forecasting
- Retirement needs
- Investment advice
- Sales expertise
Accomplishments
- Assist in business development and marketing.
- Network with health professionals (i.e. Massage therapists, naturopaths, aestheticians) to provide services pertaining to health, wellness and beauty needs.
- Develop preventative health care programs for corporate and organizational health organizations.
- Provide rehabilitation programs for workers injured at jobs or who have acquired illnesses/diseases.
- Networking with various executive members of rehabilitation professional associations and industries including WSIB, Veteran Affairs, etc.
- Organizing fund-raising campaigns, web site development, and corporate presentations.
Affiliations
- Vocational Rehabilitation Association of Canada (VRA)
- College of Vocational Rehabilitation Professionals (CVRP)
- World Organization of Natural Medicine (WONM)
- Toastmasters
- Rotary International
Clinicalplacements
- 1999-2000, Canadian National Institute for the Blind - Halton/Peel District, Performing vision rehabilitation assessments and recommending assistive devices to visually impaired clients as part of a clinical placement.
- 1999-2000, Peel Halton Acquired Brain Injury Services, Documented and resolved health, business development and management issues which led to increased revenue and satisfied client experiences.
Languages
English
Full Professional
French
Professional Working
Arabic
Limited Working
Punjabi
Limited Working
Urdu
Professional Working
Hindi
Professional Working
Turkish
Elementary
Certification
- First Aid Certification
- CPR/AED Certification
Brilliant Minded Women Organization BMW 2022 - Self-Development Award
I received this award in recognition of my years of dedication to personal growth and intentional self-development. Through my achievements, I've had the privilege of giving back to my community by offering mentorship and encouragement, inspiring others to pursue their goals and live to their fullest potential. This nomination reflects values of self-awareness, encouragement, grace, and poise.
Interests
- Tech enthusiast, passionate about exploring the latest advancements and innovations
- Supporting STEM education initiatives and mentorship programs
- Virtual Reality
- 3D Printing
- Fundraising Events
- Participating in fundraising events to support local charities, schools, or community projects
- Fashion
- Interior Design
- Drawing and Painting
- Music
- I enjoy sketching and drawing, which helps improve my creativity and attention to detail
- Crafting and DIY Projects
- Documenting and sharing travel experiences
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Food Tourism
- Historical Exploration
- Train Travel
- Mindfulness Practices
- Passionate about balancing physical health with mental and emotional wellness
- Regularly practice mindfulness and meditation for overall wellness
- Sharing recipes, cooking tips, and culinary experiences through blogs and social media platforms
- I like trying new recipes and food trends
- Participating in cooking contests and challenges to showcase culinary skills and creativity
- Engaging in food photography and sharing culinary creations on social media
- Learning new cooking techniques and expanding my culinary skills
- Food Photography
- Cooking
- Enjoy experimenting with different ingredients and flavors in the kitchen
Timeline
Licensed Financial Advisor
World Financial Group WFG
04.2023 - Current
Sleep Consultant
Sleepm Global Inc.
11.2019 - Current
Integrative Health Coach
Investlanes Inc.
11.2018 - Current
Property and Client Relations Manager
Statue Homes Inc.
11.2014 - 02.2020
Owner /Operator and Health Consultant
Purezza Med Spa
04.2012 - 11.2013
Vision Rehabilitation Consultant
Mississauga Vision Centre - Rehabilitation
05.2001 - 08.2012
Bachelor of Science - Biology And Psychology
YORK University
Associate of Applied Science - Assistive Technology
Mohawk College
Certificate in Vision Aids Technology -
York University/ Seneca College
Certificate in Nutrametrix/Isotonix Consultant - Nutrametrix/Isotonix
MA University
Certificate in Integrative Health Coaching -
World Organization of Natural Medicine
Life License Qualification Program, LLQP -
Durham College
IHC: Integrative And Functional Medicine - Integrative Health Coach
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