Free Financial Advisor Resume Example

BAZLUSH SHAHID
2465 Caldwell Avenue .Ottawa ON K1Z 8L9
613-555-6977. EMAIL

OBJECTIVE

Experienced and certified financial services specialist looking for a
Financial Advisor position with a well esteemed Financial Organization.

PROFILE

. A talented financial professional experienced over 15 years in the entire
spectrum of financial services with an integrated financial corporation.
. Excellent sales, management and analytical skills with demonstrated
ability to lead the organization to achieve the highest results.
. Experienced in facing challenging roles, multitasking, work under
pressure and tight deadlines.
. A positive approach to all tasks and pride in achievements resulted in
many successes.
. Excellent leadership skills and proven track record of building highly
motivated teams.
. Proficient with Microsoft Word, Excel, Access, PowerPoint, and adapted to
new software practices

EDUCATION:
Master's In Economics, University of Rajshahi, Bangladesh.


PROFESSIONAL EXPERIENCE

Associate/ Financial Advisor
World Financial Group (WFG) July 2011-Current

. Participated in regular program with the Marketing Director to learn the
ropes of the business.
. Researched outperformed Mutual Funds and Insurance products in Canadian
financial market.
. Contacted clients to set up presentation meetings, made in and out calls.

. Presented product portfolio to clients to assist in investment decisions.
. Adhered to corporate policies, and other relevant plans and procedures.

Freedom55 Financial: Internship June 2010 -June 2010

. Financial Advisor's orientation courses covering all aspects of sales and
marketing of different types of financial products.

Deputy General Manager/Vice President 2003 - 2008
Investment Corporation of Bangladesh (ICB), Dhaka, Bangladesh
. Provided training on organization's policies, and Regulatory requirements
to Staffs and Advisors.
. Conducted through investigation on client's complaints and responded to
Client and Regulatory Authorities.
. Provided required compliance report to regulatory authority (SRO) within
the time frame.
. Prepared Transaction and Code of Conduct Manuel for the Corporation and
saved $ 5 million.
. Guided the subsidiary companies of ICB for restructuring, reorganizing
and opening new business.
. Enhanced 20 % return on investment of ICB as a nominated director in Apex
Spinning shares, and protect the interest of institution and clients.

Assistant General Manager 1997 -2002
Investment Corporation of Bangladesh (ICB), Dhaka, Bangladesh
. Co-ordinated the relationship with relevant external stakeholders &
regulators.
. Trained the team to deliver Compliance support to the regulatory
authority.
. Mentoring, appraisal and professional development of the Compliance team.

Head of Economic & Business Research 1994 - 1996
Investment Corporation of Bangladesh (ICB), Dhaka, Bangladesh
. Managed series of OPEN & CLOSED END Mutual Fund`s Portfolios that paid on
average 50% growth.
. Worked as Member Secretary of the daily share purchase and sell
committee, Govt's share offloading committee, and carried out research on
portfolios of institutions, and day to day market research.
. Analyzed Securities Regulations, Tax Laws, Monetary and Fiscal Laws,
Labour Laws and Government's Budget.


CERTIFICATIONS
LLQP Provincial Licence Course, Ontario 2011

RESPDAC Sales Representative Proficiency Course 2011

Canadian Securities Course (CSC) 2010
Canadian Securities Institute

International Finance and Administration Professional Program 2010
Algonquin College, Ottawa, ON

Wealth Management Essential & Estate Planning 2010
ADVOCIS,Financial Advisors Association of Canada 2010

CFP (Completed qualifying Courses)
ADVOCIS,Financial Advisors Association of Canada 2010

Diploma in Banking 1995
Institute of Bankers, Bangladesh


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