Ibrahim Kaba, MBA, F. Pl.

Experience

• 

  Bell Canada

  May 2008 - Mar 2010

  Sales Representative

  - Make Outbound phone calls ( Sale) : to promote and sale different products ( internet, satellite and land line)- Inbound: answer to general inquiries about ( statements, and different products) - Retention: Maintain client loyauté, and provide retention bundles for clients.

• 

  Bell Canada

  May 2010 - Aug 2011

  Sales Representative

  Promote and sell our store products and services within the sales process, bond with the client and gain his confidenceBe able to transmit the right informationHave a good knowledge of our promotional campaign products and servicesAnalyse trends and recommend the proper products and services to the client- Answer inquiries regarding: cellphone bundles, renew client contract, upgrade their phones, and answer general question about client phone bills.- Make transition between good services and sale ( insurance plan, accessories, upgrade their phones with a data plan)- Maintain confidentiality of the company records and client information.- Send damage phones under guaranty for reparation, provide loaner and call back the client when the phone is back from reparation.- Manage the store inventory for loaners- Deliver good client experience. Show less

• 

  BMO Financial Group

  Aug 2011 - Sept 2016

  SPECIFIC ACCOUNTABILITIES: • Responsible for servicing the firms preferred clients under the Five Star Program. • Final escalation point for any service and securities trading related to the Preferred client issues prior to the Manager and handles the most complex trading and services. • Responsible to identify and attract various sources of personal financial assets and to develop long-term relationships with preferred clients based on our commitment and the firm strategy. • Business development of new and existing clients through telemarketing, networking, conducting seminars, community involvement, etc. • Business planning/goal setting • Special projects • Provide input into the development and support the achievement of the overall Preferred BMO InvestorLine strategic direction and the development of tactical plans over a 12-month time frame. • Identifies product and services needed to be competitive in the marketplace and delivers recommendations to the Five Star Client Investment Representative Manager. • Actively support and promote BMO InvestorLine strategic change initiatives. Show less As client relationship consultant within Bank Of Montreal, I'm on the front line of customers queries, advice and requests. I dealt with a variety of financial transactions and hit sales targets, which gave me the the ability to build productive relationships, resolve complex issues and win customer loyalty. My daily routines are: - Place trades for client ( buy/sell : stocks, ETF, mutual funds, bonds, GIC's, Gold, Silver, exercise options and do F/X).- Answer inquiries regarding Register, non Register, and non personal accounts and other bank related products ( equities, fixe income, options, and commodities). - Make transition between good service and sales , resulting in more asset under management.- Maintain confidentiality of bank records and client information.- Adhere to BMO and Investment Industry Regulatory Organization of Canada (IIROC) procedures.- Deliver good client experience. Show less

  • Senior Investment Specialist for High Networth clients - 5 Star Desk - BMO InvestorLine

    Sept 2013 - Sept 2016

  • Client Relationship Consultant/ Equities & options licensed at BMO Investorline

    Aug 2011 - Sept 2016
• 

  CIBC

  Oct 2017 - Apr 2018

  Mobile Investment Specialist
• 

  Scotiabank

  Apr 2018 - Sept 2021

  Financial Planner
• 

  TD

  Jan 2022 - now

  Financial Planner at TD Wealth Financial Planning