Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Sara Kurbegovic

Toronto,ON

Summary

As a top-performing sales executive with over a decade of experience, I have developed expertise across U.S. and Canadian securities markets, commercial real estate, and information technology. My career has equipped me with a deep understanding of market dynamics and a versatile skill set for fast-paced, client-centric environments. Driven by a passion for growth and a commitment to delivering exceptional results, I am well-prepared to contribute to dynamic teams and achieve strategic goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Account Executive - President's Circle

CoStar Group
07.2021 - 11.2023
  • Managed the full sales cycle including prospecting, product demonstrations, closing deals, onboarding clients, training, and renewing contracts, across key accounts in major markets including Toronto, GTA, GGH, and Montreal.
  • Conducted high-level product demonstrations for C-suite executives and other decision-makers, showcasing the value of CoStar’s solutions.
  • Developed and maintained strong relationships with commercial real estate professionals, providing tailored solutions and ongoing support.
  • Mentored and guided new Sales Associates, contributing to the team’s growth and success.
  • Consistently exceeded sales targets, achieving 214% of the plan in Q1 and Q2 and 164% in Q3 and Q4.

Associate & Sales Representative

Colliers International
03.2020 - 07.2021
  • Collaborated with senior brokers and VPs to support business development, prepare proposals, and deliver presentations.
  • Specialized in office and retail leasing, providing tenant and landlord representation, and managing transaction processes.
  • Assisted with negotiations, promotional activities, and drafting legal documents, while facilitating property tours and coordinating ownership transfers.
  • Conducted market research and developed market insights to support client decision-making and strategic planning.

Leadership Development Associate

TD Securities
10.2019 - 03.2020
  • Partnered with senior leaders to identify critical issues and developed customized training programs based on comprehensive needs assessments.
  • Led projects to enhance operational efficiency and mitigate risk, focusing on the development and implementation of new products, services, applications, and workflows related to the trade life cycle.
  • Acted as a specialist on cross-departmental projects, driving improvements and streamlining processes to support the broader goals of TDS Capital Markets.

Financial Planner

TD Wealth Financial Planning
07.2017 - 10.2019
  • Managed and built client relationships through ongoing prospecting and personalized portfolio reviews for both existing and prospective clients.
  • Assessed client goals to develop and implement comprehensive and customized financial plans with strategic investment recommendations.
  • Determined optimal asset allocation to effectively manage and invest client funds.
  • Oversaw personal assets totaling approximately $51 million and contributed to a team portfolio of around $2 billion.
  • Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
  • Led the "My Idea Counts" initiative, wrote the department's weekly financial newsletter, and mentored new hires.

Stock Trader

TD Ameritrade
10.2015 - 07.2017
  • Advised clients on short-term financial goals, portfolio management, fundamental security analysis, and risk tolerance.
  • Executed trades for a range of securities, from simple to complex, and educated clients on advanced trading techniques using platforms like Trade Architect and thinkorswim.
  • Identified and discussed opportunities for optimizing client accounts and investments.
  • Actively monitored economic indicators, staying informed of global events that could impact financial markets.
  • Additional responsibilities included leading the email communication team, Problem-Solving Lead, facilitating IPO transactions, representing Private Client Services, and setting up and customizing advanced trading platforms.

Education

Bachelor of Management And Organizational Studies - Honors Specialization in Consumer Behaviour

University of Western Ontario
London, ON
04.2015

Bachelor of Arts - Major in Psychology

University of Western Ontario
London, ON
04.2015

Skills

  • Client Relationship Building & Management
  • Account Management
  • Sales (Full Sales Cycle)
  • Business Development & Prospecting
  • Pipeline Management
  • Strategic Selling & Value Add Selling
  • Written and Verbal Communication
  • CRM Software Expertise
  • Proficient in Microsoft Office Suite 365
  • Leadership Skills

Languages

English
Native or Bilingual
Bosnian/Serbian/Croatian
Professional Working

Certification

Financial Services Commission of Ontario (FSCO)

  • Life License Qualification Program (LLQP), January 2021

Ontario Real Estate College (OREA) & Toronto Regional Real Estate Board (TRREB)

  • Registered Sales Representative® and Member of TRREB, September 2020

Financial Planning Standards Council (FP Canada)

  • Certified Financial Planner (CFP®), August 2019
  • Qualified Associate Financial Planner (QAFP®), formerly known as FPSC Level 1®, July 2018

Canadian Securities Institute (CSI)

  • Chartered Investment Manager (CIM®), February 2019
  • Portfolio Management Techniques (PMT), January 2019
  • Certificate in Advanced Investment Advice, January 2019
  • Advanced Investment Strategies (AIS), October 2018
  • Wealth Management Essentials (WME), October 2017
  • New Entrants Course (NEC), August 2017
  • Canadian Securities Course (CSC) licensing equivalent
    Conduct and Practices Handbook (CPH) licensing equivalent

Financial Industry Regulatory Authority (FINRA)

  • Uniform Securities Agent State Law Examination (Series 63), December 2015
  • General Securities Representative Exam (Series 7), November 2015

Timeline

Account Executive - President's Circle

CoStar Group
07.2021 - 11.2023

Associate & Sales Representative

Colliers International
03.2020 - 07.2021

Leadership Development Associate

TD Securities
10.2019 - 03.2020

Financial Planner

TD Wealth Financial Planning
07.2017 - 10.2019

Stock Trader

TD Ameritrade
10.2015 - 07.2017

Bachelor of Management And Organizational Studies - Honors Specialization in Consumer Behaviour

University of Western Ontario

Bachelor of Arts - Major in Psychology

University of Western Ontario

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Sara Kurbegovic