Omer Khalil

A results‑driven professional with experience supporting teams, improving processes, and delivering consistent outcomes.

MILLIY DESIGNS, VAUGHAN MILLS August 2023 – present

Manager & Sales Associate

 Greet customers and ascertain their needs to provide personalized assistance.

 Assist customers in product selection, offer recommendations, and explain features and benefits.

 Resolve customer complaints professionally.

 Upsell and cross-sell products to meet and exceed sales targets.

 Operate registers and process payments accurately using POS system.

 Handle returns, exchanges, and refunds in accordance with store policies.

 Restock shelves and maintain inventory levels through regular stock checks.

 Ensure the store is clean, safe, and presentable at all times.

 Work collaboratively with team members to achieve store goals.

INVESTIA FINANCIAL SERVICES INC. August 2017 – present

Team Leader Corporate Branch Manager & Corporate Branch Manager

 Supporting and implementing our daily DMS huddles.

 Coordinating and measuring efforts of staff to ensure workload is divided equally across the team.

 Assisting in providing guidance on managing and addressing chronic issues of the team and escalating where necessary.

 Providing coaching, guidance, and help to all advisors under my region or when I am providing vacation coverage for other Corporate Branch Managers.

 Following up on questionable trades and escalating as necessary.

 Completing the KYC update/NCAF review and approval.

 Reviewing and following up on previous day’s trades within my region or other Corporate Branch Managers for whom I am providing vacation coverage for.

 Responsible for distributing our daily volume workload each morning to ensure that the workload is divided as evenly as possible amongst the team.

 Ensuring proper maintenance of evidence of supervisory reviews, approvals and activities, such as inquiries made, replies received, actions taken, date of completion, etc.

 Communicating new policies and procedures to Advisors.

YORK UNIVERSITY 2004 – 2008

Bachelor of Arts (Honours) – Business & Economics

Courses in Financial Accounting, Business Administration and Economics

1st place finish in Business Entrepreneurship competition

Dean’s Honors list