Omer Naek, P.

Experience

• 

  Jr. AAA

  Sept 2008 - Sept 2010

  Semi Professional Hockey Player
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  Future Electronics

  Jun 2009 - Jun 2012

  Senior Account Executive (Team Lead)

  • Reviewed contract renewals of old and new clients. • Providing exceptional customer service, answering customer queries, problem solving and providing detailed information on new products. • Worked with new customers in the development of new accounts and the implementation of new systems. • Assisted in the development of new policies and procedures. • Generated widespread demand on delivery leads. • Performed market research surveys on customer needs and requirements. • Prepared weekly sales reports for the sales managers. • Generated repeated business through successful client follow-up. • Wining back customers that were dissatisfied through extensive customer service. • Disapproved or approved change orders as deemed necessary. Show less

• 

  Assante Wealth Management

  Jun 2012 - Nov 2012

  Associate Investment Advisor

  • Being able to build and maintaining client relationship while keeping current client plans up-to-date and recruiting new clients on a daily basis.• Explain and prepare documents for clients highlighting the types of services/benefits that are to be provided, and the responsibilities to be taken by the financial advisor.• Assist Senior Planner in analysis of estate plans, retirement plans, and insurance needs.

• 

  TD

  Nov 2012 - Nov 2021

  • Provide sound advice at every customer interaction to create a positive customer experience. • Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services. • Contribute to the achievement of branch business objectives by meeting or exceeding individual sales goals. • Identify and refer customers to team members and internal Bank partners as appropriate. • Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non credit losses. • Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations. • Understand and apply bank/branch operating policies and procedures – including assisting with the branch opening and closing procedures on a rotational basis. • Ensure necessary due diligence is taken to support the accuracy of all customer transactions. Show less • Providing exceptional customer service for cardholder clientele. • Providing timely and accurate guidance and service to cardholders for a variety of Visa product lines, plans and programs. • Providing prompt, courteous and efficient service that exceeds customer expectations. • Contributing to effective cost and risk control through productivity and adherence to corporate processes and controls. • Achieving departmental sales targets through recommendation of appropriate products and services which meet the ever-changing customer needs. • Recognizing and successfully leveraging opportunities to further expand clients' business through cross-selling/value-adding opportunities. Show less

  • Senior Financial Planner

    May 2016 - Nov 2021

  • Financial Advisor, Manager of Personal Financial Services

    Nov 2014 - May 2016

  • Financial Services Representative/Mutual Funds Representative

    Oct 2013 - Oct 2014

  • Credit Card Specialist/Subject Matter Expert

    Nov 2012 - Oct 2013
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  Gestion Omer Naek Inc.

  Nov 2021 - now

  President-Consultant