Sign in

Financial Advisor

Acworth, Georgia, United States
May 28, 2018

Contact this candidate


Safi Ullah

**** ***** **** *****, *******, GA, **101 647-***-****


University of Ontario Institute of Technology, Oshawa, ON, Canada Sept. 2012 - Dec. 2017

Bachelor of Commerce, Finance Major

Honors/Awards: Dean’s List

Canadian Securities Institute Aug.2017 - Present

Investment Funds in Canada - IFC


TD Bank

Financial Advisor May.2017 - Present

•Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self-serve areas of the branch with the goal to deliver valuable customers experiences and create a positive “first impression’” by greeting and engaging them in a range of sales, service and informational conversations.

•Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services.

•Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non-credit losses.


By exceeding my goal by 200%, I was recognized for “Champions” with only 10 other Advisors in the Province.

TD Bank

Customer Service Representative May.2016 – May.2017

Built strong relationships with clients to create positive customer experiences and to ensure that each customer’s financial needs are met.

Responsible for meeting or exceeding specific individual sales goals.

Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales.


Recognized as a top Customer Service Rep in my Region by exceeding my goal by 300%.


•Knowledge of Generally Accepted Accounting Principles (i.e. IFRS, ASPE and Pension Accounting).

•Advance knowledge of MS Excel including v-look ups, Pivot tables, etc.

•Demonstrate the ability to work as a team player in an environment that is fast-paced.

•Excellent analytical quantitative and problem-solving skills.

•Exceptional attention to detail and organizational skills.

•Strong written and communication skills.


•Fluent English, Hindi and Urdu

•Native Proficiency in Pashto


Capstone Study Project: (Sun Life Financial)

•Develop a Project Plan and a Business Report on three ways Sun Life can take the interactive tool idea in our business plan.

•Worked with other group members to develop an interactive tool capable of demonstrating some of the OWASP Top 10 vulnerabilities.

•Performed Porter’s Five Forces and SWOT Analysis to determine the best option to enhance the interactive tool.


UOIT DECA U Sep.2014-Sep.2015

Vice President

•Meetings included intensive training into skillful approaches to commerce case studies

•Improved technique for satisfying all criteria for various cases in many different categories (Human Resource, Accounting, Consulting, etc.)

Contact this candidate