Faarah Ibrahim, CFP®, CIM®

Experience

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  Green Acres Lawn Care

  Jan 2004 - Sept 2010

  Client Service Representative

  Initiate outgoing sales calls to new and existing customers yielding increased sales volumes and solicited referrals and performing follow up courtesy calls to ensure client satisfaction and resolve any outstanding service issues;Assign work schedules on a bi-weekly basis to team members across the Greater Toronto Area and make recommendations to clients for improving quality and effectiveness of company products and practices, as required; Responsible for bookkeeping and accounts payable for the company; Produce monthly invoices and process payments. Show less

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  DealFind.com

  Feb 2012 - Jun 2012

  Customer Satisfaction Representative

  •Provide excellent customer service when handling incoming and outgoing calls.•Monitor live discussion boards/social communities.•Utilized Salesforce and Gmall to organize and interact with fellow coworkers and clients.•Respond to emails and follow up with customers.•Listen to customers, analyze their needs, and offer solutions.•Endorse and promote Dealfind daily deals via the discussion boards, emails and phones. •Take appropriate action to efficiently resolve issues customers may have with purchasing deals. •Complete refunds.•Take accountability to solve issues from beginning to end.•Meet established productivity objectives.•Receive and incorporate feedback to improve business performance. Show less

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  MPAC

  Jul 2012 - Aug 2012

  Customer Contact Centre Specialist

  •Responsible for solving customer inquiries regarding their property assessment value determined by provincial government. •Educate clients on the property valuation process•Communicate in a clear and timely manner with a wide range of property owners of residential, commercial, farmland and conservation land properties. •Utilize listening skills to obtain information via phone and update MPAC database.

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  York University

  Sept 2012 - Aug 2014

  Graduate Assistant

  •Provide assistance with event planning including supervision of undergraduate student workers.•Facilitate projects in an office with other students.•Assisted a faculty member with a research project and transcribed interviews.•Assisting faculty in the development of new material for their courses.•Assisted a faculty member with a research project; engage in literature searches. •Assisted a faculty member in developing their ethnography into a publication with general and bibliographic editing.•Support departmental processes related student recruitment including contacting prospective students. Show less

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  Sunglass Hut

  Sept 2013 - Jun 2015

  Loss Prevention Representative/ Customer Service Representative

  •Provide professional customer service in areas such as describing the benefits of various lenses and frames: replacing screws, adjusting frames, and quickly identifying other special customer needs. •Handling customer issues/concerns.•Responsible for social media platform such as twitter to gain exposure when new campaigns needed to be highlighted. •Completion of bank deposits at the end of each business day. Ensuring company standards and policies are being upheld. •Complete paperwork completion upon opening and closing of the store. •Prevent Fraud or Theft, which may occur and take necessary action in order to do so.•Detect and conduct internal investigations.•Detect and identify shrink opportunities.•Teach and coach colleagues on loss prevention policies and procedures. •Process transactions such as purchases, refunds, exchanges and deposits. •Maintain a daily count of sunglasses upon opening and closing of store. •Count the float that is a minimum of $500.00 Show less

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  TD

  Nov 2014 - now

  • Supporting 20 TD Canada Trust Branches within the Mississauga District as a primary point of contact for TD Wealth. • Providing support to Branch Managers, Financial Advisors, Financial Service Representatives, Financial Planners and Investment Advisors. • Develop, execute, and evaluate strategic sales plans and business development projects in colaboration with TD Canada Trust branches and TD Wealth.• Generate various reports and evaluate Money-In volume for each supporting branch and update district vice-president of the district's performance. • Provide sales training and proactively develop other sales initiatives to promote TD wealth branch in the retail branch network.• Increase TD market share via promotion of TD wealth Products and trading platforms. • Hosting advance investment seminars to educate clients on Option Strategies, Fixed Income and Trading rule. Show less • Subject Matter Expert for New Accounts, Transfers and Registered Plans for advised accounts• Take ownership on complex matters requiring triage and inter-departmental follow ups• Establish and maintain positive relationships with Private Investment Advice partners as well as internal department colleagues• Creative problem solver adept at identifying gaps and making sound recommendations in an effort to improve processes• Provide support to Black Card services during high work volumes• Keep up to date with most recent changes in PIA policies and procedures as they pertain to new accounts, transfers and registered plans as well as contiguous departments• Escalate high priority matters• Meet and exceed Score card metrics and call quality guidelines to• Proactively identify client needs and offer appropriate solutions• Be familiar with and serve as an advocate for new tools launched to the business• Communicate clearly, concisely, and thoroughly through both verbal and written modes Show less • Handling inquiries from TD employees over the phone and by email regarding TD Wealth policies and procedures, and industry regulations related to new account opening for personal and non-personal, registered and non-registered accounts, account maintenance, internal and external transfers for all lines of business.• Maintain current knowledge of and comply with compliance regulations,securities laws, risk & confidentiality requirements and the TD Code of Conduct &Ethics.• Provide quality service to client facing business partners from TD Bank Group while simultaneously, developing strong relationships with operation departments. •Assist business partners with new account opening procedures and requirements for trading, investment, corporate, estate and trust accounts. •Provided status updates on transfer requests in and out of TD Wealth while ensuring timely service level agreements are met. •Proactively managed business partner requests while ensuring compliance with IIROC codes of conduct and securities laws and regulations.•Ensured due diligence to support the accuracy of all client requests pertaining to new accounts and transfers. •Applied TD Bank Group’s and the Wealth Information Centre’s policies and procedure for anti-money laundering, authentication and privacy. Show less

  • Senior Financial Planner at TD Wealth Financial Planning

    Mar 2019 - now

  • Business Development Associate, TD Wealth

    Mar 2017 - Feb 2019

  • ACE Team Specialist, TD Wealth Management

    Jun 2016 - Feb 2017

  • Private Investment Advice Specialist, TD Wealth Private Investment Advice

    Nov 2014 - Jun 2016