Edith Ifeoma Okoye M.Sc, Cspo®, Csm®, Rcic Email & Phone Number

Oakville, Ontario, Canada

Overview:As the Founder and Lead Immigration Consultant at Edifex Immigration Solutions Inc., I established a client-focused startup dedicated to helping individuals achieve their Canadian immigration dreams. Drawing from my journey as an immigrant, I offer strategic and personalized immigration solutions to ensure that every client receives the support they need to succeed.Key Responsibilities:Founded Edifex Immigration Solutions Inc. to provide expert immigration services for those moving to Canada.Offer tailored advice on various immigration pathways, including work permits, study permits, permanent residency, and citizenship.Stay updated on Canadian immigration laws and policies to provide accurate and effective guidance.Manage application preparation and submission processes to ensure compliance and efficiency.Assess client eligibility for immigration programs and develop customized strategic plans.Build strong relationships with clients through effective communication and personalized service.Represent clients in dealings with Canadian immigration authorities, advocating for their interests.Host workshops and presentations to educate clients and the community about the Canadian immigration process. Achievements:Successfully helped numerous clients achieve their Canadian immigration goals, receiving high satisfaction and positive feedback.Streamlined application processes, reducing turnaround times and improving service efficiency.Expanded the client base and increased revenue through targeted outreach and exceptional service.Established a reputation as a trusted expert in Canadian immigration, fostering a supportive environment for fellow immigrants. At Edifex Immigration Solutions Inc., I am passionate about guiding immigrants through the complexities of the Canadian immigration system, leveraging my own experiences to offer empathetic and effective support.

London, Ontario, Canada

Overview: As the Lead Trainer for Agile Solution Delivery at Jayteeexpress Consulting, I am responsible for guiding organizations through the successful adoption and implementation of Agile methodologies. My role involves a blend of training, coaching, and hands-on leadership to ensure teams are equipped with the skills and knowledge necessary for Agile success.Key Responsibilities:Develop and deliver comprehensive training programs on Agile principles, practices, and methodologies, tailored to the specific needs of each organization.Support organizations in managing the transition to Agile, guiding overcoming challenges and fostering a culture of collaboration and continuous improvement.Mentor and coach team members, fostering their professional growth and development in Agile roles such as Scrum Masters, Product Owners, and Agile Team Members.Establish and monitor performance metrics to assess the effectiveness of Agile implementation, identifying areas for improvement and implementing corrective actions.Collaborate with key stakeholders to align Agile initiatives with business goals, ensuring a shared understanding and commitment to Agile principles.Promote the adoption of Agile best practices, tools, and techniques to enhance efficiency, productivity, and quality of solution delivery.Achievements:Successfully led multiple organizations through Agile transformations, resulting in improved project delivery timelines, enhanced team collaboration, and increased customer satisfaction.Developed and implemented customized Agile training programs that have been adopted by diverse industries, including technology, finance, and healthcare. At Jayteeexpress Consulting, I leverage my expertise in Agile methodologies to empower organizations to achieve their goals through effective solution delivery and continuous improvement. My commitment to fostering a culture of agility and collaboration drives successful outcomes for both clients and teams.

Oakville, Ontario, Canada

Overview:As a Financial Advisor at TD, I leveraged my expertise in financial planning and investment strategies to help clients achieve their financial goals. This role involved providing personalized advice, developing comprehensive financial plans, and building long-term relationships with clients.Key Responsibilities:Provided tailored financial advice to clients on investments, retirement planning, estate planning, and risk management.Developed and implemented comprehensive financial plans to help clients achieve their short-term and long-term financial objectives.Conducted regular reviews of clients' financial portfolios to ensure alignment with their goals and market conditions.Built and maintained strong client relationships through exceptional service and effective communication.Educated clients on various financial products and services, including mutual funds, stocks, bonds, and insurance.Stayed up-to-date with market trends, economic conditions, and regulatory changes to provide informed advice. Achievements:Successfully managed a diverse portfolio of clients, resulting in a significant increase in client retention and satisfaction.Assisted clients in achieving notable financial milestones, including retirement, home ownership, and education funding.Consistently met or exceeded sales targets and performance metrics through proactive client engagement and effective financial planning.Recognized for outstanding client service and received multiple commendations for my contributions to the team.My tenure at TD as a Financial Advisor allowed me to develop a deep understanding of financial planning and investment management, equipping me with the skills to provide exceptional advice and service to clients in the financial sector.

Mississauga, Ontario, Canada

Overview: As a Banking Advisor at RBC Royal Bank of Canada, I was dedicated to delivering exceptional customer service and providing financial solutions tailored to the needs of clients. My role involved a variety of responsibilities that contributed to both individual client satisfaction and the overall success of the branch.Key Responsibilities: Client Relationship Management: Developed strong relationships with clients by understanding their financial needs, offering personalized advice, and delivering tailored banking solutions. Financial Product Sales: Assisted clients in selecting and managing a range of financial products and services, including personal loans, mortgages, investment opportunities, and credit solutions. Account Management: Managed client accounts with a focus on accuracy, efficiency, and adherence to regulatory and compliance requirements. Customer Service Excellence: Provided exceptional service by addressing client inquiries, resolving issues, and ensuring a positive banking experience. Financial Planning Support: Collaborated with clients to set financial goals, create plans, and offer advice on strategies for achieving their financial objectives. Branch Operations: Supported branch operations by handling transactions, processing account applications, and contributing to the achievement of branch sales and service goals.Achievements: Successfully met and exceeded sales targets for financial products and services. Received recognition for outstanding client service and contribution to branch success. Developed a strong client base through proactive outreach and exceptional relationship management.At RBC, I gained valuable experience in the financial services industry, refining my skills in client interaction, financial advising, and branch operations. I am proud of my role in helping clients achieve their financial goals and contributing to the success of RBC Royal Bank of Canada.

Ingersoll, Ontario, Canada

Overview:During my internship as a Fintech Pricing Intern at Cascades Financial Solutions Inc., I had the opportunity to participate in an experiential learning project that deepened my understanding of pricing strategies within the Fintech industry. This role was instrumental in shaping my skills in financial analysis, market research, and strategic planning.Key Responsibilities:Conducted comprehensive market research to understand pricing trends and competitive landscapes in the fintech sector.Assisted in developing and implementing pricing models for various fintech products and services.Collaborated with cross-functional teams to gather data and insights for pricing strategy development.Analyzed customer feedback and sales data to recommend pricing adjustments and strategies to enhance revenue growth.Prepared detailed reports and presentations to communicate pricing strategies and findings to senior management. Achievements:Successfully contributed to the development of a dynamic pricing model that improved the company's market competitiveness.Identified key market trends and customer preferences that informed strategic pricing decisions.Enhanced analytical skills through hands-on experience with pricing tools and financial software.Strengthened collaborative and communication skills by working closely with diverse teams and presenting findings to stakeholders. This internship provided me with valuable insights and practical experience in fintech pricing strategies, preparing me for future roles in financial management and product pricing within the technology sector.

Victoria Island, Lagos, Nigeria

Overview:As a Product Manager for Mobile Money & Special Projects at Stanbic IBTC, I was responsible for designing and managing innovative digital financial solutions that supported both local and international initiatives. My role involved developing new products, enhancing existing services, and leading strategic projects to drive growth and improve business operations in the mobile financial services sector.Key Responsibilities:Designed digital microcredit products tailored for smallholder farmers and informal market traders, addressing specific financial needs and expanding market reach.Developed and delivered training programs for new staff members and business units on the bank’s digital product offerings, ensuring comprehensive understanding and effective implementation.Implemented digital payment solutions for international organizations such as WHO and Save The Children International, facilitating programs valued at $60 million and contributing to significant social impact.Oversaw the processing of $5 million in monthly transactions and the opening of 400,000 m-wallets, ensuring operational efficiency and security.Reduced operating expenses by 30% through the formation of strategic partnerships with Microfinance Banks, Fintechs, petrol stations, and Mobile Money Agents for agency banking and liquidity management.Achievements:Led the development and launch of digital microcredit products, achieving significant adoption among smallholder farmers and informal traders.Implemented digital payment solutions that supported international social welfare programs, achieving successful outcomes for major global organizations.Managed $5 million in monthly transactions and facilitated the opening of 400,000 m-wallets, demonstrating strong operational capabilities.Achieved a 30% reduction in operating expenses through strategic partnerships, optimizing resources and reducing costs.

Victoria Island, Lagos, Nigeria

Overview:As a Manager of Strategic Alliances and Agent Network at Stanbic IBTC, I was instrumental in advancing digital payment solutions and expanding our agent network to support significant social welfare programs. My role involved coordinating with various stakeholders to ensure the effective implementation and management of these programs, thereby driving financial inclusion and social impact.Key Responsibilities:Managed the implementation and deployment of digital payment solutions to support social welfare programs valued at over $70 million for organizations like the World Health Organization, Save The Children International, and the Federal Government of Nigeria - Cash Transfer Office.Prepared over 20 bid documents and proposals for international donors for social welfare disbursement projects.Coordinated mobile money disbursements of $2 million to over 130,000 social welfare beneficiaries monthly through a network of agents and technology.Supervised mobile channels that processed transactions over $3 million monthly.Established a localized mobile money agent network to handle cash-outs for social welfare beneficiaries.Prepared reports for regulators and internal stakeholders to ensure transparency and compliance. Achievements:Successfully managed and deployed digital payment solutions supporting social welfare programs, ensuring effective and timely disbursements to beneficiaries.Streamlined the preparation and submission of over 20 bid documents and proposals, securing significant funding from international donors.Coordinated efficient disbursement processes, facilitating mobile money payments to over 130,000 beneficiaries monthly.Supervised and optimized mobile transaction channels, achieving a monthly processing volume exceeding $3 million.Built and maintained a robust agent network for mobile money cash-outs, enhancing accessibility for social welfare beneficiaries.

Victoria Island, Lagos, Nigeria

Overview: As a Business Banker (Account Manager) at Stanbic IBTC, I was responsible for managing and growing a portfolio of business banking clients. My role focused on understanding clients' financial needs, providing tailored banking solutions, and ensuring the highest level of customer satisfaction.Key Responsibilities:Developed and maintained strong relationships with business clients, understanding their financial needs and providing customized banking solutions to meet those needs.Conducted detailed financial analysis of clients' businesses, assessing creditworthiness, and making informed recommendations for loan approvals and financial products.Actively sought new business opportunities and developed strategies to attract and retain clients, contributing to the growth of the bank's business banking portfolio.Monitored and managed risks associated with clients' accounts, ensuring adherence to risk management policies and procedures.Key Achievements:Managed a robust risk asset portfolio of over $6 million and key retail and commercial accounts with an annual turnover of over $3 million.Deployed business intelligence infrastructure for settlements and remittances, including Automated Payment Systems (eCommerce, GAPS, ePAY, and POS).Processed credit facilities totalling over $40 million and managed a lending portfolio of clients with annual turnovers exceeding $1 million.Received commendations for excellence in client relationship management, proactive problem-solving skills, and strategic implementation of financial solutions.At Stanbic IBTC, I gained extensive experience in business banking, financial analysis, and client relationship management. My role as a Business Banker (Account Manager) enabled me to deliver exceptional service and support to business clients, helping them achieve their financial goals and contributing to the overall success of the bank.

Victoria Island, Lagos, Nigeria

Overview: As a Management Trainee at Stanbic IBTC, I participated in a comprehensive development program designed to equip future leaders with the skills and knowledge necessary to excel in the banking and financial services industry. This role provided me with a solid foundation in various aspects of banking operations, financial analysis, and client relationship management.Key Responsibilities:Completed rotations across multiple departments, including Retail Banking, Corporate Banking, Risk Management, and Operations, gaining a holistic understanding of the bank’s functions and operations.Trained alongside managers and executives in various business units within the Standard Bank Group on business processes, policies and procedures, compliance with regulations, and professional ethics. Conducted financial analysis and assessments to support credit decisions and business strategies, ensuring thorough evaluation of financial statements, market trends, and risk factors.Assisted in managing client relationships, addressing inquiries, and providing solutions tailored to clients' financial needs and goals.Achievements:Remodeled client requisition forms, merging 15 forms into only 2, significantly enhancing efficiency and reducing turnaround time for clients. This initiative earned me the prestigious “Beyond Excellence” award.Successfully completed the management trainee program with a strong performance in all rotations, receiving commendations for my analytical skills and proactive approach.Contributed to the successful implementation of a customer service improvement project, resulting in increased client satisfaction and retention.At Stanbic IBTC, I gained invaluable experience and insights into the banking sector, enhancing my ability to deliver exceptional service and support to clients. This role laid the groundwork for my career in financial services, fostering my growth as a well-rounded and capable professional.

Graduate Certificate, Immigration: Laws, Policies And Procedures, Honours

Program Overview: The Graduate Certificate in Immigration: Laws, Policies and Procedures from The University of British Columbia provided.

Workplace Communications In Canada, Financial Services

Activities and Societies: Program Highlights: Participated in practical exercises and role-playing scenarios to apply communication.

Master Of Science (M.Sc.), Economics

Activities and Societies: Program Highlights: Engaged in advanced coursework and research projects that applied theoretical knowledge.

Bachelor'S Degree, Economics, Second Class Upper

Activities and Societies: Program Highlights: Engaged in theoretical coursework and practical projects to apply economic concepts.