Deep Enrich
Elyas saded cim®
331 followersTimeline
About me
Portfolio Associate at BMO Private wealth
Education
Jamia hamdard
2014 - 2017Bachelor of business administration - bba business administration and management, general
Experience
Clube demonstration service costco
Nov 2018 - May 2019Sales advisor
Shoppers drug mart
Nov 2018 - May 2019Customer service representative
Td
May 2019 - Aug 2022Settle Broker to Broker trades.(Balance Order settlement for TD Waterhouse)Trade settlement for institutional clientsPrime Brokerage operation.Buy-ins Physical stock settlement. Expert In credit card and borrowing products. Ability to uncover know and unknown need of customers by asking open ended questions.Expert in sales and advice of Balance Protection Insurance.
Wealth operations (trade settlements)
Oct 2020 - Aug 2022Insurance sales and activation agent
May 2019 - Aug 2022
Bmo private wealth
Aug 2022 - nowPortfolio associate
Licenses & Certifications
- View certificate
Canadian securities course (csc®)
Canadian securities instituteMay 2021
- View certificate
Private wealth achievement award 2024
BmoMar 2025 - View certificate
Portfolio management techniques (pmt®)
Canadian securities instituteJun 2024 - View certificate
Mta: windows server administration fundamentals - certified 2017
MicrosoftDec 2017 - View certificate
Investment management techniques (imt®)
Canadian securities instituteOct 2023 Microsoft technology associate: windows server administration fundamentals (mta)
MicrosoftDec 2017
Nse certified capital market professional
National stock exchange of india limitedNov 2017- View certificate
Chartered investment manager (cim®)
Canadian securities instituteAug 2024
Honors & Awards
- Awarded to Elyas Saded CIM®Bravo annual award TD bank Dec 2020
- Awarded to Elyas Saded CIM®Bravo Award Q2 2020 TD bank Jun 2020
- Awarded to Elyas Saded CIM®Bravo Award TD bank Feb 2020 Quarterly award for Q1 financial year 2020
Languages
- enEnglish
- pePersian
- paPashto
- urUrdu
- frFrench
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