Adam Othman

Manage a portfolio of 250 retail clients, providing advisory services on banking, credit, and investment products. Conduct financial reviews to identify client needs and recommend tailored solutions, including mortgages, lines of credit, and registered investment accounts. Generate $1.5M+ in new deposits and investment inflows annually through proactive client outreach and relationship management.

Consistently exceeds quarterly sales and client satisfaction targets while maintaining full compliance with banking regulations and AML policies.

Personal Banker (Financial Advisor) at Toronto Dominion Bank (2025-05 – Present)

Providing advisory services on banking, credit, and investment products to a portfolio of 250 retail clients.

• Manage a portfolio of 250 retail clients, providing advisory services on banking, credit, and investment products.
• Conduct financial reviews to identify client needs and recommend tailored solutions, including mortgages, lines of credit, and registered investment accounts.
• Generate $1.5M+ in new deposits and investment inflows annually through proactive client outreach and relationship management.
• Consistently exceeds quarterly sales and client satisfaction targets while maintaining full compliance with banking regulations and AML policies.

Operations Manager at Hassaan & Associates, P.C. (2024-05 – 2025-01)

Overseeing daily law firm operations and managing all financial aspects of the firm.

• Spearhead process improvements, boosting operational efficiency by 15% and reducing costs in the legal sector.
• Oversee daily law firm operations, including client intake, case management, document preparation, and compliance.
• Manage all financial aspects of the firm, including the accounting department, accounts receivables, budgets, and resource allocation, achieving a 10% annual reduction in overhead.
• Coordinate with the project team improving efficiency by 12% through task delegation and collaboration.
• Coordinate purchasing activities and decisions with procurement and participate in determining sourcing strategy.
• Handle confidential information, such as personnel matters and legal documents, with discretion.
• Participate with project teams in assessing project progress.
• Coordinate schedule with the project teams and capture progress in regular team reviews.
• Administer and produce various documents pertaining to projects and change management.
• Participate in the identification of project risks and suitable mitigations.

Government Relations Officer at Brown & Cohen (2022-04 – 2023-07)

Developing and executing strategic communication and advocacy plans to support organizational goals.

• Develop and execute 10+ strategic communication and advocacy plans to support organizational goals, aligning with government priorities and stakeholder interests.
• Create 50+ policy briefs, press releases, and stakeholder communications, ensuring clear, consistent messaging on legislative and regulatory issues.
• Conduct in-depth research on legislative and policy developments, producing 20+ concise briefings for senior staff and stakeholders to inform decision-making.
• Manage a database of 500+ government and stakeholder contacts, tracking interactions and fostering positive relationships to advance organizational objectives.
• Collaborate with cross-functional teams to align advocacy efforts with organizational goals, ensuring cohesive messaging across all channels.
• Monitor and analyze the impact of advocacy campaigns, achieving a 25% increase in stakeholder engagement and a 15% boost in outreach effectiveness over six months.

Director of Operations at United Ambassadors (2017-01 – 2018-08)

Leading end-to-end planning and execution of international conferences hosted at UN offices across multiple continents.

• Lead end-to-end planning and execution of international conferences hosted at UN offices in Geneva, New York City, and the Canadian University of Dubai, managing operations across three continents.
• Coordinate logistics for high-profile events, including venue booking, attendee registration, material preparation, and on-site management, ensuring seamless execution and undercutting project budgets by 10%.
• Collaborate with UN officials, government representatives, and NGOs to secure prominent speakers, including the Canadian Ambassador to the UN and the former UN Undersecretary-General for Communications.
• Manage budgets and resources for each event, track expenses, and ensure cost-effective solutions without compromising quality, resulting in a 12% reduction in overhead costs.
• Supervise cross-functional teams of volunteers and staff, delegating tasks and ensuring timely completion of deliverables, maximizing team collaboration.
• Develop and maintain stakeholder databases, tracking attendee information, speaker details, and follow-up actions to ensure effective engagement.
• Design and implement event workflows, including timelines, communication plans, and contingency strategies, to address potential challenges, maximizing efficiency by 14%.
• Manage and draft all legal correspondence, including but not limited to cease and desist letters, business agreements, and demand letters, among others.
• Lead research efforts to develop accurate simulations of Key UN organs, including ECOSOC and the International Court of Justice.

Master of Arts in Political Science – Athabasca University (2021 – 2024)

Bachelor of Arts in History – McMaster University (2013 – 2017)

Bachelor of Arts in Political Science – McMaster University (2017 – 2020)