Ahmed Jadallah, Mba, Ific, Llqp Email & Phone Number

Mississauga, Ontario, Canada

• Working closely with top Canadian Financial Institutions and lenders to secure the best mortgage and home-financing deal for homebuyers, Investors and home owners. • Analysing clients' credit worthiness, financial needs and goals and develop a custom personal financial plan to help achieve every client goals. • Acting as an intermediary between lending institutions, insurers and the borrowers.Establishing strong business relationships with external businesses such as real estate firms for the purpose of identifying suitable clients for residential mortgage financing.• Interviewing clients, submitting and closing mortgage deals while actively promoting multi-investment products • Managing a team of Mortgage Processing Officers, Mortgage Agents, Admin staff and oporations.• Managing clients’ real-estate investments portfolios and ensuring their steadily financial growth and efficient return. • Protecting what matters most to our clients, understanding and resolving complex insurance needs.• Working with clients to meet their long and short term financial needs emerging wealth and risk management. • Preparing and updating clients’ assets, liabilities, asset allocation, needs analysis, risk tolerance, segregated funds analysis and financial security plans.• Ensuring compliance with Canadian banking and financial laws and regulations. • Award of Best Mortgage Broker in Peel Region https://acquisition-international.com/issues/worldwide-finance-awards-2022/8/

Mississauga, Ontario, Canada

1- Helping my clients achieve their goal of home ownership.2- Developing mortgage business based upon current or prospective client’s needs, objectives and service requirements.3- Developing and maintain productive business relations with external parties in the Real Estate industry including realtors and builders.4- Generating cross-referrals between branch partners, such as Financial Advisors and Wealth Managers. 5- Assisting the community in creating opportunities to raise consumer awareness where it matters most in the marketplace. 6- Establishing strong business relationships with external businesses such as real estate firms for the purpose of identifying suitable clients for residential mortgage financing as well as partnering with CIBC branches in identifying additional client cross sell opportunities.7- Interviewing clients, submitting and closing mortgage deals with recommendations for approval while actively promoting CIBC Creditor Insurance products

Rbc Insurance

• Managing clients’ investments portfolios and ensuring their steadily financial growth and efficient return. • Protecting what matters most to our clients, understanding and resolving complex insurance needs.• Working with clients to meet their long and short term financial needs emerging wealth and risk management. • Preparing and updating clients’ asset allocation, needs analysis, risk tolerance, segregated funds analysis and financial security plans.• Going above and beyond expectations to provide world class service.• Providing integrated Life Insurance planning and advice to our existing network of referrals and new client acquisitions, with an emphasis on Life and Living Benefits.• Working to create a “brand” in our local market, and protecting what matters most to Small Business Owners and Self-Employed Individuals.• Focusing on insurance advice and solutions, and providing integrated insurance planning and advice to the personal market through new sales acquisition and deep client relationships.• Connecting with our clients to provide Life, Disability, Home, Auto and Travel Insurance planning and advice.• Providing clients with the right advice and guidance concerning their credit, savings and investment needs. • Providing highly professional service and financial advice to satisfy the clients’ total financial service’s needs.

Mississauga

• Establishing and growing long term relationships by providing financial advice to clients relating to their personal and business financial needs. • Providing highly professional service and financial advice to satisfy the clients’ total financial needs.• Partnering with other RBC specialists across the organization to contribute to helping RBC achieve a dominant market position. • Responding to client-initiated contacts, delivering fast and efficient service, assisting with financial transactions. • Working with clients to meet their day-to-day financial needs from banking and lending to insurance. • Providing clients with the right advice and guidance concerning their credit, savings and investment needs. • Resolving problems at first point of contact where possible. • Looking for business opportunities with all clients and refer to appropriate internal officers.• Adhering to compliance routines in carrying out business process.

Burlington, Ontario

1) Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.2) Contact clients periodically to determine if there have been changes in their financial status.3) Devise debt liquidation plans that include payoff priorities and timelines.4) Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.5) Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.6) Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.7) Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.8) Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.9) Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

Palestinian Territory

• Worked with the SBI consulting team to design and deliver focused general and specific technical banking assistance in various areas including; MSMEs finance, banks downscaling, savings mobilization and alternative delivery channels.• Assisted bank partners to address significant SMEs finance gaps in bank partners.• Designed and delivered banking capacity building and training assignments, including; industry workshops, focused technical seminars and coaching for partner banks.• Served as the key personnel on focused assignments including electronic banking acceptability and savings mobilization initiatives.• Acted as the primary relationship manager with partner banks on day to day basis.• Helped bank partners to design financial products that cater to their customers' needs.Accomplishments• Piloted and rolled out a brand new micro-business loan product among nine branches of Bank of Palestine.• Piloted and rolled out a brand new children saving product among five branches of Palestine Commercial Bank.

Abu Dhabi

• Managed, directed and mentored the branch team (23team members).• Provided advisory and guidance to SMEs and retail banking clients and tackled customer-oriented and service-oriented issues.• Developed and implemented customer relationship retention/growing strategy to build a long-term profitable loan portfolio with existing clients while providing high level of customer service.• Managed a portfolio mix of borrowing and non-borrowing companies ensuring effective relationship management.• Used sound credit judgment to ensure high-quality loan proposals that represent acceptable risk levels and are in line with established standards and within the parameters of the bank’s accepted credit practices and procedures. • Targeted Individuals, SMEs and Investors for sale of corporate banking assets & liabilities. • Assured compliance with bank policies, procedures and Central Bank regulations.Accomplishments• Doubled the branch lending portfolio in less than 3 years.• Best EBI branch performance award in 2008

Abu Dhabi

1. Supported the analysis, planning, implementation and evaluation of all projects.2. Worked with clients to meet project performance expectations.3. Communicated with project leaders to deliver the best solution for projects on hand.4. Monitored the market trends to develop products and improve existing products/services.

Abu Dhabi

• Supervised and mentored the retail lending team (9team members). • Understood and analyzed clients’ credit needs and drafted credit recommendation proposals.• Advised and guided clients through proper loan application and documentation process.• Targeted Individuals, SMEs, Investors, and Business Men for sale of corporate banking assets & liabilities.• Achieved & exceeded business targets.• Assured compliance with the bank policies, procedures & central bank regulations.AccomplishmentsBest Branch Performance for 2006

Abu Dhabi

1. Targeted bankable customers for the sale of retail lending products (Personal Loans, Auto Loans).2. Advised potential and existing customers with the proper financial products meeting their credit needs.3. Prepared credit lending proposals. 4. Served as customer service executive.5. Assisted the Sales Manager with daily documentation review and CPV activities.

Mba, Banking

Postgraduate Degree In Marketing Management, Marketing/Marketing Management, General

Certificate Of Financial Services Connections, Banking & Financial Services

Enhanced Language Training, Canadian Workplace Culture, A

Bachelor, Business Administration