Avi Khalifa

Avi Khalifa Email and Phone Number

Financial service manager @ Services Financiers CSM
montréal, quebec, canada
Avi Khalifa's Location
Montreal, Quebec, Canada, Canada
Avi Khalifa's Contact Details

Avi Khalifa work email

Avi Khalifa personal email

Avi Khalifa phone numbers

About Avi Khalifa

 17 years working experience in the financial industry, Developed major contacts and business opportunities Strong market growth was established ensuring client loyalty and retention One of the senior advice providers in the branch, have lead, coached and been a key role player in successfully crystallizing the bank merger between TD BANK and Canada Trust in 2001 Attending the 2002 National Sales and Service summit at TD Canada Trust Obtained great knowledge, experience and established strong network of contacts

Avi Khalifa's Current Company Details
Services Financiers CSM

Services Financiers Csm

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Financial service manager
montréal, quebec, canada
Employees:
14
Avi Khalifa Work Experience Details
  • Services Financiers Csm
    Credit Analyst
    Services Financiers Csm Aug 2023 - Present
    Montreal, Quebec, Canada
    Act as a reference in matters of financing and forge a bond of trust with customers in order to offer them an unparalleled experienceProcess financing transactions accurately and fairly through financing sources for approval;Negotiate with financial institutions
  • Gestion
    Mortgage Specialist
    Gestion Jan 2020 - Present
    Montreal, Quebec, Canada
  • Av Consulting Financial Scvs - Services De Conseils Financier Av
    President And Ceo
    Av Consulting Financial Scvs - Services De Conseils Financier Av Jul 2012 - Mar 2022
    3680 Bl. Poirier, Ville Saint Laurent, H4R 2J5
    •Strategic Consulting, including business plan • At whatever life stage you are in, the question of taking control of your finances and managing your debt actually means that you are ready to take action. This personal choice to make a change is a step in the right direction. We need to establish such important steps as establishing good credit history and how to increase your credit score.
  • Bmo Financial Group
    Mortgage Specialist
    Bmo Financial Group Aug 2017 - Jan 2020
  • Td Canada Trust
    Manager Residential Mortgages
    Td Canada Trust May 2007 - Jul 2012
    My role as a Mobile Mortgage Specialist with TD Canada Trust is to work exclusively with mortgage customers...whether you are purchasing, looking to transfer a mortgage or refinance an existing mortgage to consolidate debt. Each individual will have a unique set of needs and wants, and the easiest way to find the right mortgage for you is to engage the assistance of a qualified Mortgage Specialist.
  • Td Canada Trust
    Manager Personal Financial Services
    Td Canada Trust May 1996 - Nov 2007
    Provide quality service at every interaction Generate Business results based on the book of business, profitability and sales targets. Provide business valuations, financial analysis and risk assessments for TD Canada Trust loans and mortgages. Conduct research and implement a investment strategy for the portfolios under management.
  • National Bank , Wealth Management
    Financial Planner
    National Bank , Wealth Management 2004 - 2007
    My main focus was on the mass affluent customer segment with responsibilities for retaining and increasing market share through acquisition of Money-in assets. Increase the profitability of the portfolio assigned by offering sales advisory services regarding financial solutions in line with the profile and needs of clients. Responsible for identifying the wealth management business potential

Avi Khalifa Skills

Customer Relations Financial Analysis Portfolio Management Mortgage Mergers Refinance Residential Mortgages Mortgage Lending Customer Service Investments Business Planning Real Estate Loans Banking Wealth Management Mergers And Acquisitions Real Estate Development Management Credit Financial Services Sales Real Estate Financing Investment Properties Commercial Mortgages Commercial Real Estate Real Estate Transactions Finance Strategic Financial Planning Credit Analysis Investment Strategies Commercial Banking Commercial Lending Credit Risk Mutual Funds Asset Management Lines Of Credit Small Business Lending Retail Banking Risk Management Mortgage Marketing Retirement Planning Underwriting Consumer Lending Valuation Construction Loans Certified Mortgage Planning Mortgage Banking Mortgage Underwriting Funding Financial Advisory

Avi Khalifa Education Details

Frequently Asked Questions about Avi Khalifa

What company does Avi Khalifa work for?

Avi Khalifa works for Services Financiers Csm

What is Avi Khalifa's role at the current company?

Avi Khalifa's current role is Financial service manager.

What is Avi Khalifa's email address?

Avi Khalifa's email address is av****@****ail.com

What is Avi Khalifa's direct phone number?

Avi Khalifa's direct phone number is +151483*****

What schools did Avi Khalifa attend?

Avi Khalifa attended Canadian Bankers Institute, Concordia University, Vanier College, Pro-Spec Vente.

What skills is Avi Khalifa known for?

Avi Khalifa has skills like Customer Relations, Financial Analysis, Portfolio Management, Mortgage, Mergers, Refinance, Residential Mortgages, Mortgage Lending, Customer Service, Investments, Business Planning, Real Estate.

Who are Avi Khalifa's colleagues?

Avi Khalifa's colleagues are Alexandre Paquin, Serge Brizard, Mélanie Bastien, Caroline Forget, Nathalie Vincent, Sophie Lamoureux, Majorie Lizotte-Gagnon.

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