Mohammad Zaidan
Finance
Ottawa,ON
Overview
5
5
years of professional experience
3
3
Languages
4
4
years of post-secondary education
Work History
Financial Advisor
The Bank of Nova Scotia (Scotiabank)
Ottawa, ON
01.2022 - 10.2023
- Worked flexible hours across night, weekend, and holiday shifts.
- Skilled at working independently and collaboratively in a team environment.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Developed and maintained courteous and effective working relationships.
Senior Customer Experience Associate
The Bank Of Nova Scotia, Scotiabank
Ottawa, ON
06.2021 - 01.2022
- Assisting clients with their banking needs, while engaging with other departments to resolve any ongoing challenges
- Adhering to security protocols and regulatory guidelines
- While also addressing customer concerns and escalating issues when needed
- Utilizing computer systems and software for efficient banking operations
- While maintaining accurate transaction records and completing necessary reports.
- Cultivated interpersonal skills by building positive relationships with others.
- Proven ability to develop and implement creative solutions to complex problems.
- Gained extensive knowledge in data entry, analysis and reporting.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Excellent communication skills, both verbal and written.
- Resolved problems, improved operations and provided exceptional service.
Manager On Duty, Sales Associate
Rogers Communication Inc
Ottawa, ON
04.2019 - 06.2021
- Strong problem-solving skills to handle unexpected situations, address customer complaints, and find creative solutions to overcome obstacles
- Training, developing and motivating colleagues to maximize potential and productivity from within
- Top sales associate, wide sales experience in selling multiple products and services including master cards
- Working in a fast paced competitive environment, while managing and training team of 8.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Proved successful working within tight deadlines and a fast-paced environment.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Resolved problems, improved operations and provided exceptional service.
- Worked effectively in fast-paced environments.
- Cultivated interpersonal skills by building positive relationships with others.
Education
Bachelor of Commerce Honours - Finance, Psychology
Sprott School of Business, Carleton University
Ottawa, ON 2017.09 - 2022.02
Skills
- Excellent leadership, problem-solving and analytical skills developed
- At business case competitions
- Ability to exercise good judgment in selecting methods and
- Techniques for obtaining optimal solutions
- Excellent communication skills, understanding different motivational
- Aspects and learning through diverse situations
- Experienced with MS Office Software such as MS Access, Project
- Power Point, Word, Excel and other statistical tools
- Customer Risk
- Anti Money Laundering (AML)
- Customer Satisfaction
- Account Reconciliation
- Money Handling
- Data Confidentiality
- Verbal Communication Skills
- Conducting Financial Assessments
- Event Networking
- Financial Due Diligence
- Customer Queries
- Report Findings
- Resolve Complaints
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Career advancementTimeline
Financial Advisor
The Bank of Nova Scotia (Scotiabank)
01.2022 - 10.2023
Senior Customer Experience Associate
The Bank Of Nova Scotia, Scotiabank
06.2021 - 01.2022
Manager On Duty, Sales Associate
Rogers Communication Inc
04.2019 - 06.2021
Bachelor of Commerce Honours - Finance, Psychology
Sprott School of Business, Carleton University
2017.09 - 2022.02
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