Omar Chaar Email & Phone Number

Oakville, Ontario, Canada

• Establish and deepen existing client relationships through complex financial planning, while networking with partners to bring in new clients.• Conduct needs assessment for clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.• Provide specialized and tailored financial plans for high-net-worth clients with diverse portfolios and individual needs.• Present financial plans and investment recommendations to clients.• Educate and advise clients on potential risks and rewards associated with various investments.

Burlington, Ontario, Canada

• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.• Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.• Manager Delegate duties: Assisted in mentoring other financial advisors, while also assisting in managing the branch• Managed escalation calls, and client complaints to ensure customer loyalty and satisfaction• Performed key-holder duties of opening and closing branch

Ontario, Canada

• Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.• Extended and sustained relationships with customers to maintain and grow business.• Coordinated with various divisions and departments in servicing of routine banking transactions.• Worked with customers to procure updated financial information on a continuous basis.• Exceeded sales targets by 30%• Communicated lending decisions to customers.• Followed up on loan exceptions to achieve timely clearings.

Vaughan, Ontario, Canada

As the Supervisor and Customer Service Specialist at K7 Market Place my duties included:• Delivered a high level of customer service, and ensured staff delivered the same• Recruited, trained, scheduled and supervised a staff of 15• Created and managed budgets• Ensured compliance with licensing, hygiene and health and safety legislation/guidelines

Bachelor Of Arts - Ba, Psychology

Certificate, General Arts And Science

Bachelor'S Degree, Dental Hygiene/Hygienist