Youssef Haouari

Date of Birth: ****/**/**

Citizenship: Canadian

Phone: +1-514-***-****

E-mail: aduuws@r.postjobfree.com

Profile

Currently studying for a post-graduate diploma in Finance

Bachelor’s degree in finance

Good computer knowledge: Microsoft Office (Word, Excel, PowerPoint), Python, MATLAB

CFA candidate

Certifications: Canadian securities course (CSC), Canadian Investment Funds (IFC)

Polyglot: French, English, Arabic and Spanish

Analytical and team spirit, meticulous, organized and ability to work under pressure

School education

Post-graduate diploma in Finance, Université of Québec in Montréal in progress

Certificate in Financial Market. HEC Montreal 2021

Bachelor’s degree in Finance, Université Of Québec 2016

Chartered Financial Analyst (CFA®), CFA Institute In progress

Canadian Securities Institute,

- Canadian securities course (CSC) 2021

- Investment funds in Canada (IFC) 2017

Professional experience

BMO Smartfolio Broker 2022

BMO Wealth Management

● Provide support and advice to clients regarding their investments in ETFs

● Make transactions on behalf of clients

● Achieve the development objectives established by the bank

●Provides wealth and investment-related sales and service to BMO customers or prospects.

●Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups.

Financial advisor 2021/2022

Laurentian Bank of Canada

● Collaborate in the development and implementation of the branch's business plan according to established objectives

● Apply new developments in taxation, products, regulations, and compliance

●Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services

Technical Analyst, Financial Crime and AML/ATF (temporary contract) 2020

Laurentian Bank

●Learn about transactional risk alerts and indicators, analyse the indicators, establish the similarities and differences in the evidence obtained, make connections, and identify various elements that might influence interventions or advance files in his or her field of activities to identify suspicious activities relating to money laundering and terrorist financing;

●At the request of various sectors, carry out extensive analyses of clientele and issue recommendations in order to establish relationships. If necessary, recommend mitigation measures up to and including the termination of a business relationship;

● Collect and analyse the data obtained from clients, merchants, financial institutions and other corporate entities to accumulate evidence relevant to the investigation while respecting regulatory timeframes;

● Carry out investigations or monitor, when justified, a client’s activities to determine whether they are AML/ATF-related;

Investment Broker

2020

National bank direct brokerage,

●Provide superior customer service Identify and anticipate customer needs

●Collaborate in achieving business development objectives

● Assisted clients in the use of our transactional site and on various financial instruments such as stocks, ETFs, mutual funds, options, fixed income securities and banking products.

●Transmit deposit, withdrawal, transfer and currency conversion instructions and ensure rigorous monitoring

●Transmit transactions on a multitude of financial products, including products listed on North American stock exchanges and overseas exchanges

●Carry out the opening of private and special accounts in accordance with the regulations in force

●Identify the risks inherent in the sector's activities

●Maintain up-to-date knowledge of the financial markets

Investment service representative 2018/2020

Empire Life

● Analyzed fund returns

● Create fund performance reports and support portfolio managers

● Investigate and resolve transaction processing issues

● Explain the mechanisms of the financial products sold by the company, the procedures, and the legislations for the registered products

Customer service representative (temporary contract) 2016/2017

TD Canada Trust

● Perform monetary transactions

● Take the appropriate decisions concerning the checks received

● Sale and promotion of banking products

● Perform bank opening and closing operations

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