Mustafa Junaid
adlyg6@r.postjobfree.com 613-***-**** 104 – 77 Inverness Avenue K2E 6P1 Ottawa, Ontario EXPERIENCE
TD Direct Investing (TD DI) Jul. 2020 - Present
Investment Representative Ottawa, ON
Processed all client requests such as investment orders including buying and selling stocks, bonds, mutual funds, and other investment instruments
Ensured all client interactions were within TD DI and regulated standards while providing an exceptional customer experience
Exceeded all TD DI standards, such as, after call work (ACW) by averaging a time of 30s compared to the standard of 93s Department of National Defence May 2019 – Aug. 2019 Student Financial Assistant Ottawa, ON
Audited financial claims and improved statements while removing discrepancies for various Departments of National Defence hospitality requests, all while ensuring expenses and claims were within the regulations and constraints outlined by the Financial Treasury Board
Prepared, edited, and reviewed reports for senior management such as, the Assistant Deputy Minister, in accordance to the Official Languages Act
Collaborated with various stakeholders to discuss and resolve issues pertaining to hospitality requests Bank of Montreal Aug. 2018 – May 2019
Customer Service Representative Ottawa, ON
Reviewed customer profiles and engaged customers in a needs-based conversation to identify potential opportunities and address solutions tailored to each customer situation
Implemented risk analysis methodologies to ensure transactions were legal and were in the best interest of both the customer and the bank
Nepean Rideau Osgoode Community Resource Centre Jun. 2011 – Aug. 2017 Program Coordinator/ Program Facilitator/ Community Developer Ottawa, ON
Represented the Parkwood Hills community by suggesting ideas to coordinators on how to improve present programs and potentially create newer programs
Enthusiastically coached, managed and coordinated children’s sports and recreational programs Quickie Convenience Stores Aug. 2014 – Jun. 2016
Customer Service Representative Ottawa, ON
Ensured the proper maintenance and presentation of store inventory, meticulously verified all stock was updated and current
Routinely balanced cash drawers throughout the day and kept records of all sales EDUCATION, QUALIFICATIONS & SKILLS
University of Ottawa – Telfer School of Management Sep. 2016 – Aug. 2020 Bachelor of Commerce (Honors) – Finance
Certifications
Canadian Securities Course (CSC 1 & 2), Conduct and Practices Handbook Course (CPH), Bloomberg Market Concepts Certificate
Communication Skills
Fluent in English, French, and Urdu
Miscellaneous Skills
Proficient in the following software: Word, Excel, Outlook, PowerPoint, Access, and internal banking systems