Victor Onwuemele
Whitby,Ontario
Summary
Project Leader/Team leader
Experienced financial and marketing analyst with a strong track record in overseeing a wide range of creative, digital, analytical, and financial aspects of marketing and financial projects. Proactively identifies and addresses issues in operations, workflow, and production by uncovering trends that impact business success. Adept at leveraging data-driven insights to drive strategic decision-making and optimize marketing campaigns. Skilled in developing and implementing effective financial strategies to maximize profitability and minimize risk. Committed to delivering exceptional results through collaboration, innovation, and attention to detail.
Overview
6
6
years of professional experience
Work History
Financial and investment analyst
TD CANADA TRUST
01.2019 - Current
- Directed the development of advertising campaigns, maintaining strong public relations and brand image.
- Project lead of compliance and regulatory policies to ensure the companies efficiency.
- Directed new sale strategies by collecting research on products and new trends
- Matching appropriate investments with suitable clients, Registered accounts: TFSA, RRSP, RESP, NON-REG, Retirement income funds, Life income funds
- Bolstered operational efficiency with product strategy
- In-depth understanding of capital markets specifying shares, bonds, real estate, and other long-term investments
- Purchase and sale of Stocks, mutual funds, GIC'S, etf's and other various investing products for clientele
- Collect information, research, and analyze assets, such as stocks, bonds, currencies, and commodities
- Portfolio research, fund fact documentations, discussing financial data and legal information.
Compliance Officer
TD Bank
03.2020 - 02.2022
- Managed relationships with regulators, maintaining open lines of communication to ensure transparent operations.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
- Promoted a culture of continuous improvement through ongoing evaluation and refinement of compliance program elements.
- Collaborated with cross-functional teams to address compliance concerns, fostering a culture of shared responsibility.
- Reduced the risk of financial penalties by conducting thorough internal audits on a regular basis.
Education
Bachelor of Commerce - Finance
UNIVERSITY OF ONTARIO
Toronto, OntarioMUTUAL FUNDS LICENSE - Finance
Toronto
Toronto, OntarioSkills
- Coaching and Training
- Team Lead and Project management
- Financial and operational reporting
- Strategic financial planning
- Industry analysis experience
- Compliance and regulatory policies
- MS Excel
- Data analytics
- Project management
- Microsoft Office software(powerpoint, word, etc)
- Budget management
Languages
English
Timeline
Compliance Officer
TD Bank
03.2020 - 02.2022
Financial and investment analyst
TD CANADA TRUST
01.2019 - Current
MUTUAL FUNDS LICENSE - Finance
Toronto
Bachelor of Commerce - Finance
UNIVERSITY OF ONTARIO
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