Work experience

• VProFit Financial Advisor

  Meritrust Financial

  2025.02-2025.05

  (4 months)

  • Conducted comprehensive reviews and risk assessments of client financial portfolios, providing suitable and strategic investment recommendations aligned with clients' specific long-term financial goals. • Managed end-to-end processing of complex insurance and investment applications for leading financial providers, including Manulife and Sun Life, while ensuring full compliance with regulatory standards and maintaining a commitment to operational excellence. • Actively engaged with clients to ensure the prompt and accurate completion of critical documentation and compliance procedures. • Maintained up-to-date expertise in market trends and investment products, ensuring clients received well-informed and timely financial guidance.
• Assistant Branch Manager

  Bank of Montreal (BMO)

  2024.04-2024.09

  (6 months)

  • Successfully led, mentored, and coached a diverse team of 15 financial professionals, resulting in significantly improved productivity, enhanced sales performance, and elevated team morale through the implementation of personalized development plans. • Developed and implemented strategic weekly, monthly, and quarterly branch performance initiatives that significantly enhanced sales performance and overall client satisfaction. • Prepared and delivered comprehensive monthly sales and service performance reports, while consistently maintaining recognition as one of the top three performing branches in the Greater Toronto Area. • Led the implementation of advanced CRM systems, which significantly improved customer relationship tracking and enhanced the efficiency of sales management processes.
• Assistant Branch Manager

  Bank of Montreal (BMO)

  2022.02-2024.04

  (2 years)

  • Directed comprehensive operational oversight for a high-volume branch, strategically managing staffing levels and optimizing workflows to maximize efficiency. • Implemented rigorous compliance and audit protocols across retail and commercial banking operations, resulting in significant reductions in operational errors and regulatory penalties. • Developed and delivered targeted training programs for staff on Anti-Money Laundering (AML), compliance standards, and client due diligence procedures. • Collaborated on community outreach and marketing initiatives, effectively increasing the bank’s visibility, market penetration, and customer engagement. • Received the BMO 2023 Q3 Spotlight Achiever recognition for outstanding branch leadership and operational performance.
• Financial Services Manager

  Bank of Montreal (BMO)

  2016.12-2022.02

  (5 years)

  • Managed and expanded a diverse client portfolio, successfully converting 65% of clients into long-term investment partners through strategic relationship-building and personalized financial advisory services. • Designed and delivered innovative, customized mortgage and investment solutions that were precisely aligned with individual risk profiles, financial objectives, and life stages. • Collaborated closely with compliance teams to ensure thorough documentation and strict adherence to regulatory requirements for mutual fund transactions and Know Your Customer (KYC) protocols. • Received the BMO 2020 Q2 Spotlight Achiever award in recognition of outstanding sales performance and service excellence.
• Financial Services Representative

  CIBC (Canadian Imperial Bank of Commerce)

  2015.12-2016.12

  (a year)

  • Scheduled and conducted over 20 financial planning consultations weekly to assess client needs and deliver customized financial solutions. • Promoted and sold personal banking products, contributing to a 30% rise in product penetration in the branch portfolio. • Supported branch marketing campaigns and financial literacy workshops, which enhanced local community engagement.
• Customer Service Representative

  CIBC (Canadian Imperial Bank of Commerce)

  2014.08-2015.12

  (a year)

  • Managed high volume cash transactions and resolved discrepancies with a 100% accuracy rate. • Developed and delivered informal training for new hires, reducing onboarding time by 20%. • Consistently exceeded weekly and monthly referral targets through effective client relationship-building and opportunity identification. • Recognized for outstanding customer service by senior branch leadership and honored with multiple internal awards, including the Regional Top Customer Service Representative award.

Educational experience

• York University, Toronto, Canada

  Financial and Business Economics

  2011.01-2014.01

  (3 years)

Certificates