Jamal A. Email & Phone Number

Investment Specialist | Aviso Wealth | April 2020• Using financial planning tools to develop investment plans to help members meet financial goals. Key areas covered are Retirement planning, Investment Planning & Management, Tax planning, and Estate planning. • Identifying wealth opportunities and leads through internal line(s) of business: Retail Banking, Business Banking, and Commercial Banking. By collaborating with Investment advisors under CIRO regulatory environment. • Supporting all Financial Representatives located South of Vancouver Island (Jubilee, Mayfair, and Downtown). To coach and support in navigating investment planning conversations. In addition, an internal resource for advisors to navigate Aviso Wealth trading platform to place trades, withdraws, and transfers in’s all in adherence to regulatory requirements.Disclaimer: Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Victoria

• Construct holistic and strategic personal financial plans targeted for High Net Worth Clients.• Delivering Gamma – quantifying recommended strategies in a concise manner to show the value of financial planning.• Identifying key financial planning opportunities to help grow the practice book from $40m AUM to $70m AUM.• Implementing financial planning strategies to maintain the level of confidence in the client’s plan.• Monitoring plans to ensure the implemented strategies are on track toward achieving the goal set in place.• Covering all areas of financial planning: Taxation, Investments, Insurance, and Estate planning.• Analyzing financial plan(s) by reporting cash flow analysis, risk management, and efficient tax planning strategies.

Victoria, British Colombia

• Constructing holistic and strategic personal financial plans using Investors Group proprietary software – PFP Online.• Assist in the development of written financial reports by covering all areas of financial planning.• Analyze financial plan(s) by reporting cash flow analysis, insurance assessment, and efficient tax planning strategies.• Provide support and ongoing training on PFP Online to Financial Advisors in the regional office.

• Creating comprehensive financial plans covering: asset management, cash flow analysis, insurance planning, and tax planning.• Constructing holistic and strategic personal financial planning using Investors Group proprietary software: NaviPlan • Building campaigns to expand client base through cold calling, online marketing, and dinner presentations.• Creating marketing campaigns & utilizing all the social media platforms to create a brand for the practice.

Sidney, Bc

- Increased bank sales by establishing relationships with clients and generating quality referrals for Financial Advisors.- Assisted clients in discovering their needs for online banking, overdraft protection, and Tax Free Savings account.- Offered viable solutions to customers to make their overall banking experience easy and enjoyable.- Managed risk in every transaction and detected fraudulent transactions to prevent losses.

Victoria, Bc, Canada

- Acted as the contact point between international students and the project manager.- Assisted in the overall logistics of student accommodation and transportation.- Demonstrated service orientation skills by carefully listening to student feedback.- Met the needs of the students for activities by planning day trips and sightseeing tours.- Assisted in the graduation ceremony preparation at Royal Roads University (RRU) by working directly with the project manager and the RRU hotel management program ambassadors.