Aun Zaidi
Newmarket,Ontario
Summary
Background includes experience in management, startup, and award winning experience in the financial industry. Experience is backed by a strong ability in communications, leadership, customer service, financial management, planning, marketing, and exceptional ability to generate sales.
Overview
14
14
years of professional experience
Work History
Assistant Trainmaster
Canadian Pacific Rail
03.2023 - 01.2024
- Implemented work processes to meet or exceed customer expectations.
- Maintained accurate documentation of train movements, inventory levels, and other relevant data for effective decision-making processes.
- Supervised crews and helped Trainmaster maintain payroll within targeted budget.
- Streamlined staff scheduling, ensuring optimal personnel coverage for all shifts and minimizing overtime expenses.
- Assisted Trainmaster in managing operation safety performance, practices, customer satisfaction and financial productivity.
Owner/Manager
Burgerlicious
04.2019 - 10.2022
- Developed and implemented startup business plan and marketing strategies to ensure a smooth startup
- Handled administrative responsibilities, staffing, ordering supplies, and inventory control
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Ensured occupational safety and health standards amid the crisis, maintained public health safety protocols, while also ensuring a great dining, delivery and takeout experience
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Financial Advisor
Scotiabank
12.2015 - 02.2019
- Managed an assigned book of 500+ Medium/High net worth clients
- Mortgage specialist dealing with new Mortgages, renewals, switching/porting, generating $7 million+ in sales
- Advanced financial planning(budgeting, Mapping Tomorrow, customized financial reports, continuation of financial/retirement/in-retirement planning)
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, banking products, and services based on each clients' individual needs.
Personal Banking Officer
Scotiabank
01.2013 - 12.2015
- Walk-in specialist in day-to-day banking, credit applications, and investments
- Borrowing expert in Credit Cards, Lines of credits, and Personal loans
- Dealt with investment clients for RRSPs, TFSAs, RESPs, & other investments
- Improved overall client satisfaction ratings through proactive outreach, attentive listening skills, and timely issue resolution efforts.
- Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
- Provided expert financial advice to clients, helping them achieve their personal financial goals.
- Boosted sales of financial products by delivering compelling presentations to potential clients.
Financial Services Representative
HGS (Formerly OLS)
04.2010 - 11.2012
- Managed American Express client's financial accounts
- Oversaw account maintenance for high value clients
- Assisted with client concerns, accounts and credit inquiries
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Education
Bachelor of Commerce(BComm) -
Ryerson University/Toronto Metropolitan University
Toronto, ONInvestment Funds in Canada(IFC) Certification -
Canadian Securities Institute (CSI)
Toronto, ONRegistered Financial & Retirement Advisor(RFRA) Certification -
Canadian Institute of Financial Planning (CIFP)
Ottawa, ONAssociates Degree in Business Management and Administration -
Baltimore City Community College
Baltimore, MDHigh School Diploma -
John Oliver Secondary School
Vancouver, BCSkills
- Solution focused with complex problem-solving
- Excellent Verbal and written communication
- Sales expertise and Marketing
- Ability to consistently generate strong sales and results
- Vast MS office, remote applications, mobile, and other management software experience
- Extensive knowledge of Canadian banking industry in investments, Financial and Retirement Planning
- Adaptable to changing work environments as required
- Research and analyze data effectively
- Digital Marketing and Strategic Planning
- Customer Relationship Management
Accomplishments
- Scotiabank Best of the Best 2016, Ottawa, ON, 2016
- Scotiabank Best of the Best 2015, Ottawa, ON, 2015
Activities
- Scotiabank Insurance Champ – Branch's insurance protection specialist from March 2016(I-Champ designation, expert in protection services on new/existing borrowing products including LOCs, mortgages, and credit cards, loans)- 2019.
- Level C CPR/AED First Aid - Workplace First Aid certificate issued by district council
- Entrepreneurship – Successfully started and fulfilled small business restaurant startup
References
REFERENCES AVAILABLE UPON REQUEST
Languages
English
Urdu
Hindi
Punjabi
Timeline
Assistant Trainmaster
Canadian Pacific Rail
03.2023 - 01.2024
Owner/Manager
Burgerlicious
04.2019 - 10.2022
Financial Advisor
Scotiabank
12.2015 - 02.2019
Personal Banking Officer
Scotiabank
01.2013 - 12.2015
Financial Services Representative
HGS (Formerly OLS)
04.2010 - 11.2012
Bachelor of Commerce(BComm) -
Ryerson University/Toronto Metropolitan University
Investment Funds in Canada(IFC) Certification -
Canadian Securities Institute (CSI)
Registered Financial & Retirement Advisor(RFRA) Certification -
Canadian Institute of Financial Planning (CIFP)
Associates Degree in Business Management and Administration -
Baltimore City Community College
High School Diploma -
John Oliver Secondary School