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Nawaf Sankari previously worked as Financial education advisor, Group savings and retirement at Desjardins Financial Security Life Assurance Company and Financial Security Advisor at Financière Vie-Sion. Nawaf Sankari holds Bachelor Degree Of Science from Université De Montréal.
Nawaf Sankari possesses expertise in tax declaration, leadership, banking, insurance, retirement planning and 25 more skills. He is proficient in English, French and Arabic. Colleagues describe him as "I want to express my sincere appreciation for the exceptional service provided by Nawaf and his team at Sankari Inc. Despite his busy very schedule, Nawaf consistently delivers top-notch accounting tax-declaration services. His expertise in tax matters is unparalleled, and his proactive approach ensures that every opportunity for optimization is explored. In summary, Nawaf comes highly recommended for anyone seeking superb accounting services. His commitment to excellence and client satisfaction make him standout in his field." and "Nawaf provided a great explanation for our team who do not work on a baily basis with insurance. He was able to illustrate the concepts and answer all questions clearly. Good educator!"
Listed skills include Tax Declaration, Leadership, Banking, Insurance, and 26 others.
A career timeline built from the work history available for this profile.
Montreal, Canada Area
- Make formal presentations for a group of employees about their group retirement plans.- Use training techniques and available resources to provide solutions adapted to meet participants' needs.- Work with the administrative, sales and client services departments to develop a customized service to our clients.
Laval, Quebec
• One-on-one presentations to clients about Vie-Sion's different services• Prepare sales and marketing strategies to target potential clients and create selling opportunities • Meet with new clients and provide them with insurance solutions that cover their needs• Prepare an appropriate investment profile for new and existing clients, offer a convenient retirement plan• Work with the multiple softwares provided by different financial institutions such as (BMO, Standard Life, Assumption Life, Empire Life, La Capitale, Industrial Alliance, etc.)
Montreal, Quebec, Canada
•Execute the trading requests such as contributions, withdrawals and inter-fund transfers•Explain the difference between the retirement plans offered by the employers such as: RRSP, RPP, DPSP, QSPP, NOREG, TFSA•Provide quality service through helping members understand the different Mutual funds provided by Standard Life• Assist members in navigating the company’s online services to check the mutual funds performance and proceed with online trading transactions.•Report any bug or technical problem in the company’s website•Occasionally provide training to newly hired employees•Promote and sell the Standard Life Advantage Program
•Achieve quarterly sales targets by making calls and close deals with new clients•Help Clients use the trading software provided by the company and provide them with technical support•Process trading transactions•Update the company’s database•Provide information about the different products and financial services•Work on any technical problem that the company software could face
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Nawaf Sankari is based in Montreal, Quebec, Canada.
Nawaf Sankari has worked for Desjardins Financial Security Life Assurance Company, Financière Vie-Sion, Standard Life Uk, and Maliyat Group.
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Nawaf Sankari holds Bachelor Degree Of Science from Université De Montréal.
Nawaf Sankari is listed with skills including Tax Declaration, Leadership, Banking, Insurance, Retirement Planning, Sales, Financial Planning, and Customer Satisfaction.
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