SARAH ERREIMI
Montreal,QC
Summary
At the intersection of finance, real estate, and technology. Crafting personalized financial strategies while embracing fintech innovations for a dynamic industry landscape.
Overview
7
7
years of professional experience
Work History
Private Banking Officer
BMO Private Wealth
06.2022 - 10.2022
- Provided discreet and dependable personalized financial services to high-net-worth individuals.
- Achieved sales goals while maintaining exceptional levels of customer satisfaction. Defined investment goals and collaborated with financial analysts to craft tailored investment strategies.
- Developed and maintained relationships with high-value clients.
- Cultivated strategic partnerships with accounting firms, trust services, and commercial banking.
Financial Solutions Advisor
CIBC
10.2020 - 06.2022
- Served as the primary point of contact, consistently delivering exceptional client experiences.
- Skillfully identified opportunities and matched clients with optimal products and solutions.
- Leveraged in-depth product knowledge to provide trusted advice on cash management, credit, and investment.
- Efficiently resolved client issues and managed requests, ensuring satisfaction and retention.
Team Leader/Trainer
Hathorn & Nott, Plan International Canada
01.2020 - 03.2020
- Led and trained a high-performing door-to-door fundraising team, showcasing effective presentation skills.
- Managed information and resolved issues, providing mentorship to team members.
Fundraiser
ONG Conseil Canada
12.2018 - 02.2019
- Skillfully engaged potential donors, securing sign-ups for monthly plans to support environmental causes.
Tutor
Freelance
09.2015 - 05.2018
- Managed clients, recruited tutors, handled financial transactions, and tracked customer interactions.
Treasurer
Delta Kappa Phi
10.2015 - 01.2016
- Skillfully managed financial operations and nurtured relationships with UDEM's finance department.
Education
Brokerage - Residential
College of Real Estate of Quebec
Montreal, QCDEP - IT And Technological Support
College Teccart
Montreal, QCBachelor - Business Administration
University of Quebec at Chicoutimi
Chicoutimi, QCSkills
- Financial Analysis
- Sales Goal Achievement
- Investment Strategy Development
- Risk Management
- Compliance and Regulatory Adherence
- Real Estate Market Knowledge
- Market Analysis
- Relationship Building with Clients and Partners
- Project Management
- Asset Diversification
- Information Technology and Support
- Data Privacy and Security
- Research and Analysis
- Technology Education for Clients
- Cross-Functional Collaboration
Language
- Proficient in English
- Proficient in French
- Proficient in Arabic
- Elementary Spanish (Basic conversational skills)
Timeline
Private Banking Officer
BMO Private Wealth
06.2022 - 10.2022
Financial Solutions Advisor
CIBC
10.2020 - 06.2022
Team Leader/Trainer
Hathorn & Nott, Plan International Canada
01.2020 - 03.2020
Fundraiser
ONG Conseil Canada
12.2018 - 02.2019
Treasurer
Delta Kappa Phi
10.2015 - 01.2016
Tutor
Freelance
09.2015 - 05.2018
Brokerage - Residential
College of Real Estate of Quebec
DEP - IT And Technological Support
College Teccart
Bachelor - Business Administration
University of Quebec at Chicoutimi
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