Summary
Overview
Work History
Education
Certification
Timeline
Generic

Shazia Ali

Calgary

Summary

Universal Banker with a solid background in financial services. Proven track record in assisting clients with financial decisions and managing profiles efficiently. Demonstrated ability in customer service and financial analysis.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Financial Services Representative

CIBC
01.2017 - Current
  • Developed and maintained strong client relationships to understand their financial goals and provided financial advice and investment recommendations.
  • Engaged in marketing and outreach activities, made outbound calls and enhanced customer relationship by addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Identified opportunities to cross-sell products and conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.

Personal Banking Representative

PC Financial ( Simplii Financial)
06.2016 - 01.2017
  • Conducted regular financial reviews with clients to identify their needs and recommend appropriate banking products.
  • Maintained up-to-date knowledge of industry trends and competitor offerings for better client servicing recommendations.
  • Assisted clients with account management, including opening new accounts, updating existing ones, and resolving issues.

Sales Representative

JW Research
03.2011 - 06.2016
  • Participated in trade shows and conferences to network and generate leads.
  • Streamlined sales process, reducing time from lead to close.
  • Achieved consistently high customer satisfaction ratings by tailoring solutions to individual needs.
  • Exceeded sales targets through effective planning and goal setting.

Education

Diploma - Accounting & Payroll Administration

Reeves College
Calgary, AB

Bachelor of Arts - Economics

Punjab University
Lahore, Pakistan

Diploma - Esthetics

Marvel College
Calgary, AB

Certification

IFSE Institute

Canadian Investment Funds Course


H&R Block

Personal Tax Preparer ( Level 1)

Timeline

Financial Services Representative

CIBC
01.2017 - Current

Personal Banking Representative

PC Financial ( Simplii Financial)
06.2016 - 01.2017

Sales Representative

JW Research
03.2011 - 06.2016

Diploma - Accounting & Payroll Administration

Reeves College

Bachelor of Arts - Economics

Punjab University

Diploma - Esthetics

Marvel College

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Shazia Ali