Fifteen+ years of experience in the financial industry, three as branch administrator of an international advisory branch. Deep understanding of international solutions for cross-border clients and valuable experience in mitigating risk related to international transactions. Proven competence in managing all aspects of a fast-paced investment business. Experienced in trading all financial instruments including options.
Raymond James Investment Counsel
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Relationship AssociateRaymond James Investment Counsel Jan 2017 - Present
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Client Services And Administrative CoordinatorRaymond James Investment Counsel Feb 2014 - Dec 2016Montreal, Qc
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Branch AdministratorRbc Wealth Management 2010 - 2013Montreal, QuebecSuccessfully administered a fast-growing international advisory branch, Knowledge of wealth management solutions for high net worth international clients. Experienced in mitigating risk related to cross border transactions. Thorough knowledge of IIROC regulations and financial industry compliance requirements. -
AssociateRichardson Gmp 2008 - 2010Montreal, QcSupported a team of two investment advisors and facilitated the achievement of their business development goals. Offered a superior level of service to high net worth clientele and managed all aspects of the business. Experienced in trading all financial instruments including options. -
AssociateRbc Wealth Management, International Advisory Group 2007 - 2008Montreal, QcSuccessfully transitioned the accounts and assets of an advisory team in record time enabling production to continue within two weeks and retaining 95% of the client base.
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Investment Advisor AssistantCibc Wood Gundy 1998 - 2007Montreal, QcSupported a team of two investment advisors enabling them to surpass their growth objectives by over 20%. Trained and coached two assistants when production increased. Won a national CIBC award for spirit in recognition of positive attitude with clients, co-workers and management.
Sara Isa Education Details
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Finance -
International Relations
Frequently Asked Questions about Sara Isa
What company does Sara Isa work for?
Sara Isa works for Raymond James Investment Counsel
What is Sara Isa's role at the current company?
Sara Isa's current role is Relationship Associate at Raymond James Investment Counsel.
What schools did Sara Isa attend?
Sara Isa attended Concordia University, Lebanese American University.
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