▪ Prepared budgets, estimates, schedules, progress, and monthly reports.▪ Ensured compliance with standards and company policies throughout project development processes.▪ Oversaw the entire project lifecycle, from ideation and development through launch and post-launch, ensuring alignment with business goals and realization of benefits.▪ Provided functional leadership in the adoption and application of the best-fit methodology to enable desired outcomes.▪ Developed and maintained partnerships with third-party vendors to ensure project efficiency.

▪ Developed client asset allocation proposals and generate modular financial planning projections.▪ Adheres to legal and regulatory mandates, including reporting on Anti-Money Laundering and Terrorist Financing, compliance with the Financial Consumer Agency of Canada (FCAC), and adherence to the Privacy Act.▪ Provided expert advice to address complex credit and investment matters.▪ Mitigated risks through strict compliance with procedures, processes, and compliance controls to safeguard the interests of clients and shareholders.▪ Cultivated long-lasting and strong relationships with clients.▪ Provided advice and direction to the designated company/group regarding the implementation of solutions.

▪ Monitored the effectiveness of day-to-day business controls to meet obligations related to operational risk, regulatory compliance risk, and AML/ATF risk.▪ Monitor expenditures, ensure adherence to budgets, and complete projects within designated timeframes.▪ Oversaw the implementation of the Bank’s policies, practices, special initiatives, and procedures.▪ Developed and implemented strategies, policies and operational procedures to improve efficiency and productivity in different departments.▪ Conducted periodic audits of operations to identify and implement necessary changes in policies.▪ Conducted independent analysis and evaluations to address strategic issues.

▪ Assisted in research and analysis of regulatory pronouncements, reporting requirements and other accounting documents for the government and private institutions.▪ Supported continuous improvement of internal controls over regulatory reporting through robust analytical procedures and detective controls.▪ Responded to internal/external inquiries regarding reported or archived financial data.▪ Participate in the Financial Transformation Project and other initiatives at the banking level and carry out other projects or assigned tasks.▪ Built and maintained relationships with various partners such as data providers, change management and technology teams.▪ Oversaw procedural improvements and identified controls for continuous improvement of the reporting process.▪ Ensured a strong internal control environment in accordance with department procedures and bank policies.

▪ Responsible for serving as the initial point of contact for general inquiries received by the office.▪ Diligently to resolve issues within my purview through proactive and well-informed guidance, and when necessary, I refer or escalate matters to the appropriate channels.▪ I am tasked with managing fraud information to create databases and generate reports.

▪ Conducted regular follow-up sessions with mortgage brokers and clients to obtain outstanding documentation required to meet stipulated commitment prerequisites.▪ Proactively identified current and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stage.▪ Managed mortgage application details in accordance with established policies and procedures to create a comprehensive package for credit approval.▪ Conducted customer interviews and provided timely responses to inquiries, adhering to service standards to foster positive relationships.▪ Ensured accurate communication of mortgage statuses and collaborated with underwriting and financing teams to effectively meet objectives.