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<pre>Array ( [var] => cut_url ) </pre> Resume for meriem Z. for Banker / Bank Teller / Banking in Brampton, Canada. Search More Resumes for Banker / Bank Teller on #4KTFN7TA1

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Resume for meriem Z. for Banker / Bank Teller / Banking in Brampton, Canada

Occupation: Banker / Bank Teller Industry: Banking
Country: Canada City: Brampton
State: Ontario ZIP: l6x 5a9

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Meriem Z.  




I have fifteen   years experience in investment advice. I have a proven record as a successful Certified Financial Advisor and Private Banker.  Competent adviser status attained whilst working in Canada and Dubai and full Financial Planner Certified.  I operate most effectively dealing with high net worth clients. Business Development and networking have always been a key part of my role.  


  • Indepth knowledge of investment products and services: Conventional e. g. Mutual Funds, Bonds, Deposits, Shares, Futures options and IPO
  • Islamic Products: Murabaha, Musharaka, Mudaraba, Islamic Deposits, Sukuk ; Insurance, Takaful and Trust products. Full training and learning courses on Investment Islamic Product certification
  • Knowledge of local external environment clientele, competition and market and Knowledge of current financial and economic events.
  • Fluent English and French. 
  • Exceptional skills and experience in giving public presentations.
  • Strong ability to make quality decisions.
  • Excellent interpersonal communication skills.
  • Focus on results. Negotiation skills. Perseverance. Selfreliance.
  • Exceptional Customer services.

    Investment Specialist/ Financial Planner

    Emirates nbd bank Priority Banking, UAE Feb –August  

    Cultivate and manage new and existing relationship of high net worth clients and their related businesses. Develop sales plan for each relationship to offer a wide range of products and services. Investment management, cash management, estate planning liabilities and children education plans management. Coordinate events and seminar for new business development.

    Successful track records exceeding target and the industry benchmark.

    Top performer and  

    Strong skills on Bloomberg Reuters and Pal track. Coaching and teaching sales methods to staff in branches.

    Investment strategy; market growth and expansion;

    Islamic products offer to high net worth clients e.g. Murabaha; Modaraba; Mosharaka, Sukuk Ijara; Sukuk Musharaka; Takaful and more.

    Large portfolio under management  

    Financial  Planner/investment advisor

    Caisse Populaire de l’Ouest de Laval, Laval, Québec, Canada

  • Managed Portfolio million dollars. Build and maintain customized highquality business partnerships with existing and potential members and advise them on how to reach their financial goals.
  • Propose an integrated highcaliber service offering including the financial planning service, to a client base made up of the largest savings holders at the bank members with financial assets of $, or more to invest.
  • Help the bank reach its development goals by prospecting, identifying and developing new business opportunities, by soliciting clients and offer tailored personal financial plan
  • Maintain a high level of expertise in the field of personal financial services and act as a resource person within the organization.
  • Advises and guide RMs on products accordingly to market needs
  • financial services specialist 
    Canadian Imperial Bank of Commerce, Laval, Quebec, Canada

  • Provide sophisticated financial Solutions to High Net worth Individuals as well as small to mid sized businesses
  • Preparing Investment Proposals and Performance Reports
  • Business Development by seeking new prospective clients with considerable asset base.
  • Implementing Asset Allocated Portfolios utilizing Passive and Active Investment strategies
  • Wealth Management Consultant seeking to discern my client’s needs and assist them in attaining their financial goals
  • Guide my clients’ decision making as they deploy considerable assets among a variety of financial Instruments

    senior Relationship manager

    TD Canada Trust, Montreal, Canada  

    Achieved revenue and customer retention goals, while increasing client’s profitability through relationship building outstanding service delivery cross selling and referral development.

    Implementing Asset Allocated Portfolios utilizing Passive and active Investment strategies.  

    Analyzed information and prepared plans best suited to individual clients' requirements. Negotiate with product suppliers for the best possible rates. Presented clients with information on new and existing products and services. Built and maintained strong relationships with clients, helping them to track their progress over time. Provided clients with a high level of individualized customer service. Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.


    financial services manager/ Branch Manager

    National Bank of Canada, Montreal, Canada

    Small business account manager. Provide advice to small business owners about commercial Credit lines loans and over draft.

    Identifying and developing new business opportunities.

    Coaching and hiring

    Branch management 


    Heeenan Blaike Attorneys, Montreal, Canada

  • Compliance and Practices Handbook Course, Canadian securities, Montreal, Canada,
  • Canadian Securities Course, Canadian Securities Institute, Montreal, Canada,
  • Canadian Investment Funds, The Institute of Canadian Bankers, Montreal, Canada,
  • Financial Planner, fin. pl., Institut de planification financière, Montreal, Canada,
  • Financial Services Degree, Université du Québec à Montréal, Montreal, Canada,
  • Administration  Degree, Universite du Québec à Montréal, Montreal, Canada,
  • Computerized Accountancy Certificate, StellaMaris, Montreal, Canada,
  • Member of the Chamber of Commerce and Industry of Canada
  • Member of Bureau des Services Financiers du Québec Financial Market Authority
  • Member of Institut Québecois de Planification Financière

    Access – Word Excel – Fortune – InternetPowerPoint. Morning Star, Pal track and Bloomberg. 

    References upon request

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