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Mohammed Jamal

Mohammed Jamal

Wealth management | ESG

Talent
Saint-Jean-sur-Richelieu, MontérégieMember since January 20, 2024
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About

With a Graduate Diploma in Management, Entrepreneurship from McGill University and a Fintech Certificate from Fintech Cadence, I have a strong background in business development, financial planning, and innovation. I have applied my skills and knowledge as a Wealth Advisor at Desjardins, a Business Consultant, and a Financial Services Manager at TD.

As a Wealth Advisor, I worked with clients to understand their needs, goals, and preferences, and provided them with tailored solutions and advice. I leveraged my fintech expertise to introduce new digital tools and platforms to enhance the customer experience and efficiency. I also collaborated with other advisors and specialists to offer comprehensive and holistic services.

As a Business Consultant, I supported technology companies to secure public funding, develop business plans, and launch innovative products. As a Financial Services Manager, I led the life insurance segment in the branch, district, and Montreal Central East region of TD, the largest bank in Canada by assets. I am motivated by creating value for customers, partners, and stakeholders, and I am passionate about the intersection of finance and technology.

I bring diverse perspectives and experiences to the team, and I am always eager to learn and grow.

Experience

With a Graduate Diploma in Management, Entrepreneurship from McGill University and a Fintech Certificate from Fintech Cadence, I have a strong background in business development, financial planning, and innovation. I have applied my skills and knowledge as a Wealth Advisor at Desjardins, a Business Consultant, and a Financial Services Manager at TD.

As a Wealth Advisor, I worked with clients to understand their needs, goals, and preferences, and provided them with tailored solutions and advice. I leveraged my fintech expertise to introduce new digital tools and platforms to enhance the customer experience and efficiency. I also collaborated with other advisors and specialists to offer comprehensive and holistic services.

As a Business Consultant, I supported technology companies to secure public funding, develop business plans, and launch innovative products. As a Financial Services Manager, I led the life insurance segment in the branch, district, and Montreal Central East region of TD, the largest bank in Canada by assets. I am motivated by creating value for customers, partners, and stakeholders, and I am passionate about the intersection of finance and technology.

I bring diverse perspectives and experiences to the team, and I am always eager to learn and grow.

Education

UQAM | Université du Québec à MontréalUQAM | Université du Québec à Montréal

Programme court de 2ᵉ cycle en intégration des enjeux environnementaux, sociaux et de gouvernance dans l’évaluation des investissemenis

McGill UniversityMcGill University

Graduate Diploma in Management, EntrepreneurshipGraduate Diploma in Management, Entrepreneurship

Skills: Strategy · Project Management · Financial Analysis

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