Mohammad Assaad

Mohammad Assaad Email and Phone Number

Financial Advisor and Mutual Funds Representative @ RBC
Ottawa, ON, CA
Mohammad Assaad's Location
Orleans, Ontario, Canada, Canada
Mohammad Assaad's Contact Details

Mohammad Assaad work email

Mohammad Assaad personal email

n/a
About Mohammad Assaad

A multilingual finance graduate and a CFA Level 2 Candidate with exceptional experience in the financial markets and the Canadian financial system. Teamwork, problem-solving, investigative, interpersonal, and communication skills are the core skills I've acquired throughout my educational and professional experience.

Mohammad Assaad's Current Company Details
RBC

Rbc

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Financial Advisor and Mutual Funds Representative
Ottawa, ON, CA
Website:
rbc.com
Employees:
97166
Mohammad Assaad Work Experience Details
  • Rbc
    Financial Advisor And Mutual Funds Representative
    Rbc
    Ottawa, On, Ca
    View
  • Rbc
    Financial Advisor & Mutual Funds Representative
    Rbc Oct 2023 - Present
    Orleans, Ontario, Canada
    o Performed appropriate due diligence to mitigate the bank’s credit risks and the clients’ liquidity riskso Provided suitable advice to clients based on their financial goals and risk profileso Delivered professional advice with the ability to address complex credit and investments
    View
  • Rbc
    Banking Advisor & Mutual Fund Representative
    Rbc May 2022 - Oct 2023
    Orleans, Ontario, Canada
    o Understood the clients’ needs by listening to them and engaging in conversationso Demonstrated ability to build trust and maintain long-term client relationships
    View
  • Cibc
    Client Service Representative
    Cibc Nov 2021 - May 2022
    Toronto, Ontario, Canada
    o Took proactive ownership of addressing and preventing client banking problems and difficulties;o Cultivated and maintained connections with partners to maximize business prospects.
    View
  • Tim Hortons
    Sales Team Member
    Tim Hortons May 2021 - Nov 2021
    Toronto, Ontario, Canada
    o Received 26 overwhelmingly and very positive online feedback from loyal customers;o Provided legendary experience by recommending customized products to clients;o Sold 314 bracelets with the team in one day during the Camp Day yearly donations event;o Maintained the store’s safe environment by being vigilant;o Resolved customers’ complaints by empathizing, apologizing, and taking action.
    View
  • American University Of Beirut
    Information Technology Administrative Assistant
    American University Of Beirut Sep 2019 - Jan 2020
    Beirut District, Lebanon
    o Trained around 150 students on the basics of MS Office including MS Excel;o Resolved more than 80% of the students’ and professors’ technical issues in the classrooms;o Improved and developed the students‘ computer skills.
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Mohammad Assaad Skills

Communication Public Speaking Teamwork Microsoft Excel Finance Financial Analysis Financial Accounting Financial Markets Research Social Media Marketing Social Media Microsoft Word Microsoft Powerpoint Microsoft Office Customer Service Management Leadership Team Leadership Teaching Communication Skills Public Speaking Skills Presentation Skills Training Team Management Team Building English Data Analysis Public Relations Negotiation Business Strategy Problem Solving Time Management Data Analytics Project Finance Financial Services Financial Statements

Mohammad Assaad Education Details

Frequently Asked Questions about Mohammad Assaad

What company does Mohammad Assaad work for?

Mohammad Assaad works for Rbc

What is Mohammad Assaad's role at the current company?

Mohammad Assaad's current role is Financial Advisor and Mutual Funds Representative.

What is Mohammad Assaad's email address?

Mohammad Assaad's email address is mo****@****rbc.com

What schools did Mohammad Assaad attend?

Mohammad Assaad attended American University Of Beirut, Humber College, University Of Toronto School Of Continuing Studies, Azm University, Sainte Famille Maronitte.

What skills is Mohammad Assaad known for?

Mohammad Assaad has skills like Communication, Public Speaking, Teamwork, Microsoft Excel, Finance, Financial Analysis, Financial Accounting, Financial Markets, Research, Social Media Marketing, Social Media, Microsoft Word.

Who are Mohammad Assaad's colleagues?

Mohammad Assaad's colleagues are Ross Turner, Garcia Forbes, Patti Perry, Sandy Gao, Pfp, Md Zihad Hassan Robin, Wendy Humphrey, Paul Murphy.

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