Financial Services Specialist
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As a finance study graduate from University of Toronto, with over years of customer service experience, my hard work ethic, and service-oriented attitude will be a great asset for your establishment.
While studying, my employment at Home Depot for over 3 years gave me valuable insight into customer relationship management. My duties included acknowledging customer compliments and complaints, and ensuring that customers met all their needs.
My work as an accounts payable associate for multiple years also saw me engaging with many clients and company vendors as I addressed their concerns and resolved their complaints as a primary point-of-contact. In addition, I managed customer account inquiries such as invoice disputes and provided customers with invoice requests. As a result, I was credited for my strong problem solving and multitasking skills.
At my most recent employment at Nour Private Wealth as an Associate, I interacted and prospected clients daily through cold calling, in person and on zoom. I assisted my senior advisor in building financial plans via NaviPlan, and assisted in creating investment portfolios through a variety of securities such as mutual funds, etfs, stocks, bonds, etc.
During my employment at Nour Private Wealth, I achieved the certificates for the Canadian Securities Course (CSC), Conduct And Practices Handbook Course (CPH), and Wealth Management Essentials course (WME).
I am recognized for my solid time management and organizational skills. While being a team player, I also excel working independently with minimal supervision. Being an excellent communicator, and being able to learn new software and programs quickly makes me a suitable candidate for your establishment.
Sincerely,
