Samir Reguieg
Gatineau,QC
Summary
Insightful Financial Advisor known for high productivity and efficient task completion. Specialize in financial planning, risk management, and client portfolio optimization. Excel in communication, adaptability, and problem-solving to meet diverse client needs and deliver tailored financial advice.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Advisor & Mortgage Solutions
TD Bank
Gatineau , Quebec
07.2021 - Current
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
- Recruited and hired high-producing managers, resulting in substantially increased revenue.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
- Ensured compliance with regulatory requirements and adherence to industry best practices.
Trainer Coordinator
Videotron
Ottawa, Ontario
05.2018 - 07.2021
- Created and offered additional materials to enhance training.
- Organized and scheduled training sessions, seminars, and workshops.
- Worked collaboratively across departments and with various stakeholders to deliver comprehensive, effective training sessions.
- Assessed skills gaps among employees and identified appropriate methods for addressing those gaps through targeted instruction.
- Researched best practices in corporate training techniques and technologies.
Telecom Sales Associate
Videotron
Ottawa, Ontario
01.2010 - 07.2018
- Assisted in visual merchandising, creating appealing displays that capture customer interest.
- Engaged customers in friendly, professional dialogue to determine needs.
- Maintained up-to-date knowledge of store merchandise and policies.
- Received and displayed product shipments on store retail shelves upon delivery.
Education
BBA - Business Administration
Université of Quebec
Gatineau QC04-2016
College Degree - Business Administration And Management
La Cité Collégiale
Ottawa, ON04-2013
Skills
- Stock market expertise
- Trend analysis expertise
- Mutual funds
- Developing financial plans
- Insurance decisions
- Increasing savings
- Planning for retirement
- Retirement needs
- Mutual funds understanding
- Sales follow-up
Languages
Arabic
First Language
French
Advanced (C1)
C1
English
Advanced (C1)
C1
Certification
Canadian Securities Institute, mutual funds IFC license completed in 2022.
Accomplishments
- In 2018, I was awarded Top Sales Volume Performer at Vidéotron Telecom among 400 employees.
Timeline
Financial Advisor & Mortgage Solutions
TD Bank
07.2021 - Current
Trainer Coordinator
Videotron
05.2018 - 07.2021
Telecom Sales Associate
Videotron
01.2010 - 07.2018
BBA - Business Administration
Université of Quebec
College Degree - Business Administration And Management
La Cité Collégiale