Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Samuel M is listed as Quality and Compliance Manager at FIRST Insurance Funding of Canada, a company with 36 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Samuel M.
Samuel M previously worked as Senior Investigator at Obsi - Ombudsman For Banking Services And Investments and Assistant Ombudsman at Scotiabank. Samuel M holds Economics Degree, Public Finance from Johann Wolfgang Goethe-Universität Frankfurt Am Main.
This section adds company-level context without repeating Samuel M's masked contact details.
Review company-level records connected to Samuel M before choosing the right outreach path.
Experienced Client Servicing Manager with a demonstrated history of working in the banking industry. Skilled in Mutual Funds, Management, Account Management, Leadership, and Trading. Strong marketing professional with an advanced Economics Degree focused in Public Finance from Johann Wolfgang Goethe-Universität Frankfurt am Main.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Toronto, Ontario, Canada
Establishing procedures and guidelines within the departmentIdentifying and communicating compliance deficiencies and potential problems to management: coordinating with and providing assistance to management in developing and implementing corrective action to resolve identified problems. Tracking all issues requiring corrective action and following up to.
Toronto, Ontario, Canada
Investigating and complaint resolution of banking and investment casesReview, analyze and investigate complaints including issues of suitability, risk tolerance, order execution, systems functionality, disclosure and performance of investment portfoliosDrafting of facilitated settlements, negotiation of settlementsBanking complaints regarding wire.
Toronto, Ontario, Canada
Carrying out independent and impartial review of retail and small-business bank client’s complaintsResearch and investigative work related to the above-mentioned reviews, collaboration with internal partners and completion of investigation and closing each case within 30 days.Compiling statistics and reports of client complaints as well identifying trends.
Montreal, Canada
Resolving of client's issues and escalations pertaining to trading and services.Options and equities supervisor - providing overrides for the placement of equity and option trades that exceed a certain number of contracts and/or trade value.
Scotiitrade
Setting up skill builders and presenting them, assisting colleagues with enquiries as well as solving clients' issues.Placing trades in equities, options, bonds, mutual funds etc for clients.Verifying clients accounts on options expiry to ensure they can carry assigned positions. Posting assigned positions and adjusting of buying power.
Montreal, Canada
Placing trades for clients in different investment instruments e.g. equities, options, futures, FX, bonds, mutual funds etc.
Supervise, coach and manage customer service personnel. Ensure the provision of efficient and outstanding customer service. Recommend promotion and execution of disciplinary action.
Provide outstanding customer service. Contact financial institutions in the blocking of lost credit cards. Assist in the delivery of emergency credit cards and funds.
Other employees you can reach at firstinsurancefunding.ca. View company contacts for 36 employees →
Kendra Cyrus-Cadogan
Colleague at First Insurance Funding Of CanadaNorth York, Ontario, Canada, Canada
View →
EB
Eyane Bureau
Colleague at First Insurance Funding Of CanadaToronto, Ontario, Canada, Canada
View →
MF
Michele Fleming
Colleague at First Insurance Funding Of CanadaGreater Toronto Area, Canada, Canada
View →
JS
Jenni Sidhpura
Colleague at First Insurance Funding Of CanadaNorth York, Ontario, Canada, Canada
View →
JK
Javaria Khan
Colleague at First Insurance Funding Of CanadaWhitby, Ontario, Canada, Canada
View →
TR
Tapasya Rani,Mba
Colleague at First Insurance Funding Of CanadaPeterborough, Ontario, Canada, Canada
View →
BL
Brittany Luccitti
Colleague at First Insurance Funding Of CanadaMississauga, Ontario, Canada, Canada
View →
FW
Felix Wong
Colleague at First Insurance Funding Of CanadaToronto, Ontario, Canada, Canada
View →
LR
Lorie Relano-Palmiro
Colleague at First Insurance Funding Of CanadaMississauga, Ontario, Canada, Canada
View →
SV
Sarene Vasagam
Colleague at First Insurance Funding Of CanadaToronto, Ontario, Canada, Canada
View →
Quick answers generated from the profile data available on this page.
Samuel M works for FIRST Insurance Funding of Canada.
Samuel M is listed as Quality and Compliance Manager at FIRST Insurance Funding of Canada.
Samuel M is based in Toronto, Ontario, Canada while working with FIRST Insurance Funding of Canada.
Samuel M has worked for First Insurance Funding Of Canada, Obsi - Ombudsman For Banking Services And Investments, Scotiabank, Scotiaitrade, and Sitel.
Samuel M's colleagues at FIRST Insurance Funding of Canada include Kendra Cyrus-Cadogan, Eyane Bureau, Michele Fleming, Jenni Sidhpura, and Javaria Khan.
You can use AeroLeads to view verified contact signals for Samuel M at FIRST Insurance Funding of Canada, including work email, phone, and LinkedIn data when available.
Samuel M holds Economics Degree, Public Finance from Johann Wolfgang Goethe-Universität Frankfurt Am Main.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Samuel M you were looking for.
