Usman Sadiq Email & Phone Number

Calgary, Alberta, Canada

• Spearheaded the development of career-focused programs at RCB College, fostering practical skills for student success.• Established partnerships with industry leaders to create innovative, employment-oriented training programs.• Oversaw the creation of industry-driven curriculam to prepare graduates for success in their chosen fields.

Calgary, Alberta, Canada

Calgary, Canada Area

Delivered an exceptional customer service and world-class employee experience to approximately 250 employees and 16 senior leaders in the Tri-Cities, Calgary North, Banff, Canmore, Cochrane and Airdrie locations. This responsibility includes effectively managing risk, on-target financial results as well as maintenance of a significant Book of Business (top 5 districts nationally)● Reported to the Region Head and SVP of CIBC, Usman was responsible for the P&L of Nine billion dollars portfolio and implementation of best-in-class comprehensive customer-centric service.● Sixteen direct reports, including 9 General Managers, 6 Banking Centre Leader, and Director of Performance Coaching.● Grew district into a robust revenue-generating model while establishing cross-cultural and virtual work relationships and work procedures, generating $12M in revenue annually.● Awarded “Annual Achiever Award” for exceeding expectations net sales, revenue and Assets under Management in 2015 & 2017.

Calgary, Canada Area

● Led a team of 12 Senior Financial Advisors and 8 Associates with diverse skill sets and motivation levels across Calgary. The portfolio consists of $3.6B in funds managed across the deposit, investment and credit business.● Coaching through weekly touch bases, joint client meetings, pre-briefing and de-briefing to lead a need-based advisory platform and strict contact management discipline. Identify the opportunity to utilize different closing techniques to move clients through the sales/advisory process while using planning tools to validate.● Usman’s team won the annual “Award of Excellence” for exceeding sales results and collaboration with commercial/retail via holistic financial planning.● Drove growth and exceeded overall portfolio targets product penetration among new and existing clients via sales coaching, relationship building, internal/external sales & achieved a record 20% YoY growth.● Won "Annual Achiever Award" award 2015 for exceeding financial performance and assisting senior advisors with record growth via investment planning, financial planning, and risk management strategies.

Edmonton, Canada Area

● Reported to the General Manager, TD Waterhouse, Usman was a Subject Matter Expert on the four pillars of financial planning. Delivered presentations to retail branch staff on financial planning concepts and increased referrals by $1million/month via referrals from the retail team. ● Strong knowledge of proprietary financial planning tools and software. Trained and enhanced retail tellers on tools to empower staff and engage in advisory work of pre-qualifying walk-in clients.● Lead TD annual customer appreciation day strategy and coached bank staff on effective sales lead generation and acquired 80 new referrals for investment reviews.