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Investment Representative

Ottawa, ON, Canada
April 25, 2021

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Mustafa Junaid 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


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

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