Mona Elrewiny

Senior Financial Advisor

• Over 22 years of Financial/Banking experience with a strong focus on business development, sales, account managementand Account Management or Client facing role
• Expertise in providing exceptional client experiences, understanding their needs, and offering tailored financial solutions.
• Skilled in holistic financial planning, relationship building, and client retention.
• Fluent in English & Arabic, facilitating effective communication with diverse clientele.
• Manage relationships with backend operations and product teams
• Work closely with Client Success to ensure member support standards are met.
• 22+ years of experience in Account Management or Client facing role
• 22+ years of people leadership experience
• Skilled in effective communication
• Strong analytical skills with attention to detail
• Clear bias for action and ownership
• Bonus experience with Salesforce and large Canadian employers

• Financial Planning Integration Course (Projected completion: December 2024)
• CAFA Certificate in Advanced Financial Advice completed:December 2021
• Financial Planning 2 (FP2) –completed: November 2021
• Financial Planning 1 (FP1) – Completed: January 2019
• Personal Financial Services Advice (PFSA) – Completed: August 2018
• Investment Funds in Canada (IFIC) – Completed: January 2015
• Bachelor of Management Science – Sadat Academy for Management Sciences, Cairo, Egypt (1996-2000)