Financial Advisor Training Officer
Resume:
SHAHERYAR SHAHID
Oshawa, ON ad3fn2@r.postjobfree.com
SUMMARY OF SKILLS
●Over 10 + years’ experience in banking and financial industry
●Record in building rapport and maintaining client relationships within the financial or service industry.
●Demonstrated passion for putting clients first, as well as success in a firsthand, target-driven sales environment.
● MS Office (Word, Excel, Power Point, Access). Particularly with Excel and SQL
●I have done my Mutual fund course (IFIC) in Jan 2024.
●Highly focused on client education and demonstration, leveraging technology to deliver an extraordinary client experience, drive sales, and retain business.
●Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients.
●Flexibility, eagerness to learn, strong personal ethics, and a hunger for success and mindfulness.
●Ability to proactively engage with clients, uncovering banking needs, providing help and advice, and identify sales and referral opportunities.
●Use active listening and communication skills to engage clients in conversation to further understand their individual needs.
●Respond to client-initiated contact, assisting them with a full range of financial transactions from Opening of account to handling register and non-registered accounts.
●Proactively take ownership of resolving and preventing client interest first.
●Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
WORK EXPERIANCE
Financial Advisor CHSP Financials April 21-Till DATE
Licenses Financial Advisor arrange meetings with clients.
Investment specialty particularly in Govt sponsor registered accounts and funds.
Assessing clients financial need (KYC) and Analyzing client risk.
Opening accounts and client suitability according to company guidelines and industry standards.
Deep knowledge of products before advising to client and documenting for compliance.
Financial Advisor Sun Life Financial Nov20 - Mar21
Trainee Financial Advisor also conduct Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analyses.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios And Analyzing clients' risk
Interbank Money Market Dealer, Al Hoqani Securities, Pvt. Ltd, Pakistan Jan 16-Dec 17
●Performed interbank trading in Money Market and Foreign Exchange
●Developed an advisory relationship with key customer stakeholders and executive sponsors.
●Dealt in repo, call, and commodity financing.
●Specialty in bond trading and commercial paper/pricing and marketing
●Traded as FX Dealer, trade in USD/ PKR parity in ready /spot, currency swaps and Forward contract.
●Prepared strategic and forecasted sales reports for business growth.
●Associate member FMA (Financial Market Association) Pakistan affiliated with ACI.
SHAHERYAR SHAHID
1547 Norwill Cres,
Oshawa, ON ad3fn2@r.postjobfree.com
Treasury Manager, Oman International Bank, Karachi, Pakistan Aug 07-Jun 11
●Managed dealing room activities and supervised day to day activities in both FX and money market desk
●Managed balance sheets of the operations and liquidity as per central banks directive, as well as assets, liability and Capital account
●Secretary ALCO (Assets & Liability Committee) & Senior member FMA Pakistan
●Established the trading, sales and distribution of treasury/credit lines for financial institutions and corporate clients.
●Prepared business plans and treasury budgets
●Managed money markets
●Supervised ALM structure and Stress testing
●Supervised Treasury Corporate Desk
●Managed bank’s investment portfolio
Accounts Manager, Industrial Supplies Development Co, Ltd., Saudi Arabia Dec 11-Nov 13
Officer Treasury & Investment, Allied Bank Limited, Karachi Pakistan Nov 96-Aug 07
Associate Amazon Canada Nov 20- Aug 21
EDUCATION & CERTIFICATIONS
IFIC Certification, from IFIS Canada 2024
LLQP certification, Oliver Learning institute, Toronto 2020
Mortgage Licensing Certificate, REMIC Institute, Toronto 2018
Enhance Licensing Certificate, Durham District School Board, Pickering 2019
Ontario Canadian Securities Course (CSC), CSI Canadian Security Institute 2015
Banking Certificate, Allied Bank Training Academy 1997
Master of Economics & Finance, University of Karachi, 2005
BSc in Physics, University of Karachi 1992
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